1. Understanding flows

Run a flow

Flows help you automate multi-step marketing processes involving multiple agents and, when needed, human review or approval. You can run flows on demand to manage complex, coordinated work such as creating an ABM campaign, generating context-aware content, or optimizing marketing performance. If you only need to automate a single, focused task, consider using an agent instead.

Each time you run a flow, a space is created automatically to track progress and store results.

Before you begin

  • Make sure you know what you want to achieve. A clear objective helps you choose the right flow and get better results.

  • Review available flows to find the best fit for your task.

  • Make sure the agents in the flow are configured for your needs. See Before you start using agents.

To run a flow:

  1. In the navigation menu, click Agentic. Then, in the left sidebar, select Flows.

  2. On the Flows page, select the flow you want to run.

  3. In the dialog, enter a Space Title for the run.

    In the Agents section, the agents included in the flow are added by default. You can add more agents, replace, or remove agents as needed.

    A new space is created when you run a flow.

  4. Provide the required inputs.

  5. If applicable to the selected agent, choose the Parameters for generating artifact variations (for example, select target languages for the Translator agent).

  6. Optionally, provide the following:

    • Items - use items as the inputs the agent will act on. The agent processes each item to generate outputs. Click Add items to include:

      • CMS - select content item from a SitecoreAI site or collection.

      • Artifacts - use artifacts previously generated in any space.

      • Briefs - select a brief created in the Strategy app.

      • Other - import a CSV file and select all or part of its data.

    • Context - use context as background information that guides how the agent generates results. Click Add context to include:

      • Artifacts - use any artifacts previously generated in the current space.

      • Brand kits - select your organization's brand kit.

    • Supporting files - click Browse to upload supported files related to your request.

  7. Click Create.

  8. A new space opens with the run details.

    Tip

    Processing might take some time. You can leave the page and return to the space at any time to track progress.

    The agent processes your request, and the results appear in the space when it finishes.

  9. The new space created for the run opens. Click Run to start the agent.

    Tip

    Processing might take some time. You can leave the page and return to the space at any time to track progress.

    Repeat until all agents have run. When processing is complete, the results appear in the space.

    Important

    Always review AI-generated artifacts carefully and validate key information before using them.

    To learn more about what’s included in a space, see View a space.

To see more details about running a flow, see the following examples:

If you have suggestions for improving this article, let us know!