> ## Documentation Index
> Fetch the complete documentation index at: https://control-dev.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Agent Workflow Studio overview

> Build governed, tenant-scoped agent workflows that run on schedules, business events, or manual input, with human approval for external writes.

export const ControlAppLink = ({path, breadcrumb, children}) => {
  const link = <a href={`https://app.control.dev${path}`} target="_blank" rel="noopener noreferrer" aria-label={breadcrumb ? `Open ${breadcrumb} in Control` : undefined}>
      {children}
    </a>;
  return breadcrumb ? <Tooltip tip={breadcrumb}>{link}</Tooltip> : link;
};

# Agent Workflow Studio overview

<Note>
  The Agent Workflow Studio is in a staged rollout. In production, the **Agents** entry in the main navigation and the `/agents` route are currently visible only to internal Control staff. If you don't see **Agents** in your sidebar yet, this is expected — talk to your Control contact if you'd like to know when it opens up for your tenant.
</Note>

The Agent Workflow Studio is where you create, publish, and monitor Control's agent workflows. Each workflow is a tenant-owned definition that reasons over Control data, runs on schedules or business events, and can prepare Slack or Gmail actions for a reviewer to approve before anything leaves Control.

Open the Studio from the **Agents** entry in the main navigation.

## When to use an agent workflow

Use an agent workflow when the same finance task happens on a schedule or business event and its output can be described as instructions plus a small set of Control data reads. Good fits include:

* Building a monthly management summary as soon as the month is ready to close.
* Sending a daily digest of KPI movements and unusual counterparties.
* Reviewing new counterparties against Control's transaction history.
* Reacting to a signed external event from another system.

A workflow is not the right home for one-off ad hoc questions. Use [AI chat and canvas](/product-docs/ai/chat-and-canvas) for those.

## What the Studio contains

The Studio has five views, available as tabs at the top of the page:

| View            | What it shows                                                                                                                          |
| --------------- | -------------------------------------------------------------------------------------------------------------------------------------- |
| **Agents**      | Every workflow in the tenant, its status, current version, and next scheduled run. Start new workflows from templates or blank drafts. |
| **Builder**     | The draft editor for the selected workflow: name, instructions, output contract, data tools, triggers, and validation.                 |
| **Approvals**   | External-action proposals waiting for a human decision, plus recently executed or rejected proposals.                                  |
| **Runs**        | Persisted run history for the selected workflow, including start and completion timestamps, events, and error details.                 |
| **Connections** | Slack, Gmail, and other integrations linked to the tenant through Nango, plus signed event credentials for external triggers.          |

The header shows that agents use EU-only AI processing. AI is enabled by default for new organizations. An organization admin can open <ControlAppLink path="/settings#ai-and-automation" breadcrumb="Settings → AI and automation"><strong>AI and automation</strong></ControlAppLink> to disable or re-enable AI features.

## How a workflow moves through its lifecycle

```text theme={null}
Template or blank
  → Draft (edit instructions, tools, triggers)
  → Validate
  → Publish immutable version
  → Trigger (manual, cron, event, or signed external event)
  → Occurrence
  → Run (with events, external-action proposals, and audit entries)
```

Key properties of this lifecycle:

* **Drafts are mutable.** You can rename, re-instruct, and re-scope tools until you publish.
* **Published versions are immutable.** Publishing seals the instructions, output contract, tool grants, and trigger set into a numbered version with a snapshot checksum. Later edits create a new draft that becomes the next version when published.
* **Triggers produce deduplicated occurrences.** The same cron tick, month-close signal, or signed external event will not run the workflow twice.
* **Every run is persisted.** You can always see what started a run, what it fetched, what it produced, and where it failed.

## Governance model

Agent workflows never gain ambient write access to Control or connected systems.

* **Data reads** are limited to the tools you explicitly enable in the builder. Tools are marked with a risk label so you can see which reads are sensitive.
* **External writes** (for example, posting to Slack) never execute directly. The agent files a proposal in the Approvals view with the exact payload, a proposal hash, and a fixed destination. A human approves or rejects it, and Control executes the approved payload atomically so it cannot run twice.
* **Tenant isolation** applies everywhere. Workflows, connections, event credentials, occurrences, and runs are scoped to the tenant, and cross-tenant reads are blocked.
* **AI processing location** is restricted to approved EU routes.
* **Audit trail.** Every run records the events it emitted, the tools it invoked, the proposals it filed, and the decisions taken on them.

## Availability

| Attribute | Value                                                                                                                                      |
| --------- | ------------------------------------------------------------------------------------------------------------------------------------------ |
| Location  | **Agents** in the main navigation.                                                                                                         |
| Roles     | Any tenant member can open the Studio and manage workflows. Creating and revoking signed event credentials requires an organization admin. |

## Next steps

* [Build and publish a workflow](/product-docs/agents/build-and-publish) — go from template to a published version.
* [Trigger workflows](/product-docs/agents/triggers) — configure manual, cron, month-close, and signed external triggers.
* [Review runs and approvals](/product-docs/agents/runs-and-approvals) — inspect run history and decide on external-action proposals.
* [Connect Slack, Gmail, and event sources](/product-docs/agents/connections) — link accounts through Nango and mint signed event credentials.
