Creating workflows
Workflow agents bring multiple steps together into a repeatable process. They can retrieve data, apply calculations, prepare a summary, and carry out a supported action through a connected app. For example, you could ask: “Every Monday morning, pull last week’s revenue and email a summary to our finance team.” With the required connections and recipients specified, Statement can prepare a workflow that retrieves updated figures and creates the message each time it runs. Workflows can run immediately, once at a future time, or on a recurring schedule. They can also include a condition-for example, checking overdue invoice totals each morning and sending a notification only when the total exceeds an amount you specify. You can ask Statement to list, change, pause, resume, or delete schedules. This lets you manage recurring work through conversation as your needs change.
Setup details
Content pending: a verified end-to-end walkthrough, schedule ownership, permissions, and failure handling.