Pocket Agent

Workflows

Build multi-step workflows that chain together web search, Pocket Agent CLI integrations, and any custom instructions.

Creating a Workflow

  1. Click the Workflows button above the chat input
  2. Click Create Workflow
  3. Add your steps manually, or describe what you want and let the agent build the workflow for you
  4. Save and run it anytime from the Workflows menu

Tip: You can describe your workflow in plain language and the agent will help you break it into steps automatically.

What Workflows Can Do

Workflows are sequential steps that the agent executes in order. Each step can use any combination of:

  • Web search — Find and summarize information from the web
  • Pocket Agent CLI — Use any of the 80+ built-in integrations
  • Custom instructions — Text processing, formatting, analysis, or any task
  • Browser — Interact with websites and web apps

Ideas

Here are some examples to get you started:

Morning Briefing

  1. Check unread emails and summarize anything important
  2. Get today's calendar events
  3. Pull top Hacker News stories
  4. Get the weather forecast
  5. Compile everything into a single briefing

Social Media Monitor

  1. Search Reddit for mentions of your product
  2. Search Twitter for brand mentions
  3. Search YouTube for related content
  4. Summarize sentiment and key discussions
  5. Send a Slack message with the report

Competitor Research

  1. Web search for competitor product updates
  2. Check their latest GitHub activity
  3. Search Hacker News for discussions about them
  4. Pull their latest RSS feed posts
  5. Write a summary and save it to Obsidian

DevOps Health Check

  1. Check Sentry for new unresolved errors
  2. Check Vercel deployment status
  3. Query Prometheus for key metrics
  4. List open GitHub PRs needing review
  5. Post a summary to the team Discord channel

Content Pipeline

  1. Search trending topics on Hacker News and Reddit
  2. Web search for recent articles on a topic
  3. Draft a blog post outline with key points
  4. Save the draft to Notion
  5. Create a Todoist task to review and publish

E-commerce Daily Report

  1. Pull today's Shopify orders and revenue
  2. Check Amazon seller order status
  3. Get Facebook Ads campaign performance
  4. Summarize daily metrics with comparisons
  5. Email the report to the team

Security Audit

  1. Run SSL certificate check on your domains
  2. Check DNS records for unexpected changes
  3. Scan your domain on VirusTotal
  4. Check certificate transparency logs via crt.sh
  5. Save findings to Apple Notes

Weekly Digest

  1. Search NewsAPI for headlines in your industry
  2. Get trending crypto and stock movers
  3. Check RSS feeds for blog updates you follow
  4. Summarize Wikipedia articles on a topic of the week
  5. Send the digest via email or Telegram

Using Workflows in Routines

Once you've created a workflow, it becomes available in the Routines modal. You can schedule any saved workflow to run automatically on a cron schedule — daily, weekly, hourly, or any custom interval.

See Routines for more details.