Workflows allow you to automate repetitive tasks by letting Apers run pre-defined steps autonomously.
Creating a Workflow
Click the Workflows tab on the left side panel to get started.
| Description |
|---|
| Create from Template | Recommended. Apers provides a collection of pre-built workflows you can duplicate and save to your account |
| Create New Workflow | Build a custom workflow from scratch |
We recommend starting with templates first. You can duplicate and customize to your needs.
Building a Custom Workflow
Create new workflow
Click the Create New Workflow button.
Enter basic information
Specify the workflow Name and Description.
Define workflow steps
Enter the AI instruction to execute in each step. For example, “Read all lease files within the data room.”
Add more steps
Click Add Step to add additional steps to your workflow.
Set up input requests (optional)
Configure input requests so Apers prompts users for information before running. For example, a market research workflow can ask which city or sub-market to analyze, then Apers will conduct the research steps based on that input.
Save your workflow
Click Save to save the workflow to your Apers account.
Running a Workflow
Workflows with more steps will consume Smart Request credits faster. Consider balancing workflow sophistication with credit usage.
Open the Deal
Navigate to the Deal you want to run the workflow on.
Run workflow
Click the Run Workflow button and select the workflow from the dropdown menu.
Locate the Run Workflow button
Click the Run Workflow button on the left side of the chat box.
Select workflow
Select the workflow you want to use.
