This article explains how clients can create agentic workflows in Deel, either by using a pre-filled template or by building from scratch. Workflows automate repetitive tasks, time-sensitive reminders, and communications across the organization. They are triggered by specific events and perform one or more actions, such as sending an email, sending a Slack message, or creating a task.

💡 Legacy vs. Agentic Workflows

Deel automations now live under Apps & Automation → Agentic Workflows, which includes both Legacy Workflows (described in this article) and the newer Agentic Workflows that can run AI agent steps. Both use the same triggers, conditions, and actions.

• New to building workflows? See the Trigger, Condition, and Action Glossary for what each option does.
• Existing (legacy) workflows keep running with no disruption. No action needed. Learn more in What Are Agentic Workflows?

Before you Begin

You must be:

• Permitted to view and create Agentic workflows.

Workflow

✅ Step 1 - Open the Agentic Workflows Page

From the Deel home dashboard, expand Apps & Automation in the left sidebar, and select Agentic workflows.

If the page shows an error, refresh the browser. If the issue persists, contact Deel Support to verify that Agentic Workflows is enabled for your organization.

✅ Step 2 - Create a Workflow from a Template

On the Agentic Workflows page: 

1. Select Create new.
2. Browse the template library and filter by Action, Trigger, or Category to find the right template.
3. Select Use template to open the configuration panel, or select Preview to review the trigger and action logic first.

✅ Step 3 - Configure and Publish a Template Workflow

To configure the template:

1. Review and adjust the default trigger. Confirm the timing (before or after) and add conditions if needed.
2. Review and edit the action event. Add additional actions as needed, such as sending an email, sending a Slack message, creating an Engage review cycle, creating a task, or adding a delay.
3. Personalize the message if needed, select Continue, then select Publish.

✅ Step 4 - Create a Custom Workflow from Scratch

On the Agentic Workflows page:

1. Select Create new in the upper-right corner. This is the current equivalent of New workflow and opens a blank custom workflow canvas. A second Create new button may appear in an introductory panel.
2. Wait for the workflow builder to load. Before configuring the workflow, verify that:
   • The Workflow name field is empty.
   • A centered Trigger card displays Configuration incomplete.
   • The left toolbar includes workflow-building options such as Action, AI Agent, Human review, Filter, and Delay.
   • Save as draft and Save and publish appear in the upper-right corner.
3. Enter a workflow name, then select the Trigger card and choose the event that starts the workflow.
4. Add and configure the required workflow steps, such as an action, AI Agent, human review, filter, or delay. For an action, configure the applicable details, such as the email subject and body, Slack channel, or task assignee.
5. Select Save and publish to activate the workflow. Select Save as draft if you want to finish configuring it later.

Frequently Asked Questions

Troubleshooting