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Create a workflow

create_workflow

Create a workflow — a multi-step document pipeline (workflows group): parse → extract/classify/split → validations → human review. name alone creates an empty draft; steps builds the graph up front (call get_documentation with https://docs.extend.ai/workflows/configuring-workflows.md before hand-authoring a step graph). The draft is the only mutable surface — edit with update_workflow, freeze with deploy_workflow_version, run with run_workflow. Follow any llmContext guidance included in results.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
nameYesDisplay name for the workflow (1-255 chars).
stepsNoStep graph (max 100 steps), TRIGGER → PARSE first. Every step needs { type, name }; "name" is REQUIRED and is what other steps route to. Route via next, an ARRAY of objects: linear steps (TRIGGER/PARSE/EXTRACT) use next: [{ step: "<target name>" }]; CLASSIFY/SPLIT branch with next: [{ step, classificationId }] (classificationId = a classification id from the config, not its type). TRIGGER routes to exactly one PARSE. Types: TRIGGER, PARSE, EXTRACT, CLASSIFY, SPLIT, MERGE_EXTRACT, CONDITIONAL, CONDITIONAL_EXTRACT, EXTERNAL_DATA_VALIDATION, WEBHOOK_RESPONSE, RULE_VALIDATION, VALIDATION, ROUTER, HUMAN_REVIEW, COLLECT, FILE_CONVERSION. EXTRACT/CLASSIFY/SPLIT need a config with exactly one of a saved ref or inline config (EXTRACT: config.extractor {id,version} or config.extractorConfig with REQUIRED schema; CLASSIFY: config.classifier {id,version} or config.classifierConfig); next is only allowed once config is set. Classifier/splitter refs can't be "latest" — use semver or "draft". The rules here are a summary — before authoring a step graph by hand, call get_documentation with https://docs.extend.ai/workflows/configuring-workflows.md and follow it.
environmentYes"TEST" = the Test (development) environment, "PRODUCTION" = live. Must match a granted target from get_me (an API key pins one environment).
workspaceIdYesTarget workspace (ws_...). Must be a granted workspace — get_me lists the accepted values.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
idYes
nameYes
createdAtNo
updatedAtNo
draftVersionNo

TDQS

A4.5/5.0
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations already communicate readOnlyHint=false, destructiveHint=false, and idempotentHint=false, so the description's value is additive. It discloses that the created draft is the only mutable surface, outlines the workflow lifecycle, and directs the agent to follow llmContext guidance in results. This goes beyond the structured hints without contradicting them.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Each of the four sentences earns its place: definition, creation modes, lifecycle, and result-context instruction. The stage-flow shorthand (parse → extract/classify/split → validations → human review) is compact and informative, though the second sentence is dense enough that a slight split would improve readability.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

For a high-complexity tool with an output schema, the description covers creation modes and lifecycle, and deliberately defers deep step-graph authoring rules to a linked documentation call. The steps-param routing rules live in the schema, and return values are covered by the output schema, so nothing critical for invocation is missing.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is 100%, so baseline is 3 — the schema already documents all four parameters. The description adds cross-parameter semantics that isolated property descriptions cannot convey: name alone creates an empty draft, while steps builds the graph eagerly. This is meaningful supplemental meaning.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description names a concrete verb-object pair ('Create a workflow') and clarifies what the resource is — a multi-step document pipeline with a specific stage flow (parse → extract/classify/split → validations → human review). It also distinguishes itself from lifecycle siblings like update_workflow, deploy_workflow_version, and run_workflow, so the agent can pick the right tool.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

It explicitly contrasts the two creation modes — name alone yields an empty draft, while steps builds the graph eagerly — and instructs the agent to call get_documentation with a specific URL before hand-authoring a step graph. It also names the alternatives for subsequent operations (update_workflow, deploy_workflow_version, run_workflow), giving clear when-and-when-not context.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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TDQS

A4/5.0
Disambiguation5/5

Each tool targets a distinct resource+action combination, and the descriptions actively disambiguate potential overlaps (e.g., extract_data vs parse_document, detect_form_fields vs edit_pdf, get_file vs get_file_upload). The consistent verb_noun prefix pattern makes the semantic boundary of every tool immediately recognizable.

Naming Consistency4/5

The dominant verb_noun pattern is highly consistent across all nine domains (list_*, get_*, create_*, update_*, delete_*, run_*, get_*_run, get_*_batch, publish_*_version). Minor deviations exist: deploy_workflow_version vs publish_*_version for the same freeze-a-draft concept, and get_form_detection_run doesn't mirror its detect_form_fields counterpart.

Tool Count2/5

86 tools is a very heavy agent-facing surface, well past the 25+ threshold. The count is inflated by the near-identical 13-tool lifecycle repeated across extract, classify, and split (each with list/get/create/update/publish/runs/batches/versions), and while each tool has a distinct purpose, the sheer volume makes selection harder.

Completeness4/5

Core lifecycles are thoroughly covered: create → update → publish → run (single and batch) → poll → cancel → delete-run → list runs/versions. Notable gaps include no delete tool for extractors, classifiers, splitters, workflows, or evaluation sets, and edit/form-detection runs have no list endpoint (documented workaround: keep run IDs). These are hygenic gaps that don't block primary workflows.

Resources