Building Workflows

Workflows are the primary mechanism for driving AI adoption in Headways. This guide covers creating, customizing, and deploying workflows.

Creating a Workflow

Navigate to Workflows > Create in the dashboard.

1. Define the Objective

Every workflow starts with a clear objective. What should participants be able to do after completing the workflow?

Good objective: "Team members can use AI to draft and refine customer communications."

Weak objective: "Learn about AI."

2. Set Prerequisites

Define what participants need before starting:

• Required tool access (e.g., ChatGPT, Claude, Copilot)
• Prerequisite workflows or knowledge
• Minimum fluency score in relevant dimensions

3. Build Steps

Each step should include:

• Title - Clear, action-oriented
• Instructions - What to do and why
• Resources - Links, templates, examples
• Duration - Expected time to complete
• Verification - How completion is confirmed

4. Add Checkpoints

Checkpoints verify understanding at key points. Types include:

Assigning Workflows

To Individuals

Navigate to the member's profile and assign workflows directly.

To Teams

Go to Settings > Teams, select a team, and assign workflows. All current and future team members receive the assignment.

Self-Serve Library

Toggle Library Visible to make the workflow available for anyone in the organization to start on their own.

Tracking Progress

The Adoption dashboard shows:

• Completion rates by workflow, team, and individual
• Average time-to-completion
• Drop-off points (where participants stall)
• Fluency score changes correlated with workflow completion

Best Practices

• Keep workflows under 10 steps for completion rates above 80%
• Include at least one hands-on exercise per workflow
• Update workflows quarterly based on adoption data
• Start with role-specific workflows before organization-wide ones