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Workflows allow you to automate repetitive tasks by letting Apers run pre-defined steps autonomously.

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Creating a Workflow

Click the Workflows tab on the left side panel to get started.
We recommend starting with templates first. You can duplicate and customize to your needs.

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Building a Custom Workflow

1

Create new workflow

Click the Create New Workflow button.
2

Enter basic information

Specify the workflow Name and Description.
3

Define workflow steps

Enter the AI instruction to execute in each step. For example, “Read all lease files within the data room.”
4

Add more steps

Click Add Step to add additional steps to your workflow.
5

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.
6

Save your workflow

Click Save to save the workflow to your Apers account.

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Running a Workflow

Workflows with more steps will consume Smart Request credits faster. Consider balancing workflow sophistication with credit usage.
From a Deal:
1

Open the Deal

Navigate to the Deal you want to run the workflow on.
2

Run workflow

Click the Run Workflow button and select the workflow from the dropdown menu.
From a Chat:
1

Locate the Run Workflow button

Click the Run Workflow button on the left side of the chat box.
2

Select workflow

Select the workflow you want to use.
Last modified on January 23, 2026