Execution Plan

The Execution Plan controls how your workflow runs — when it triggers, what inputs it expects, and how outputs are formatted.

Overview

Every Playbook’s Execution Plan has three configurable sections:

Triggers

When to run — on-demand or scheduled

Input Schema

What data your workflow expects

Output Schema

How results are formatted

Triggers

Triggers define when your workflow executes.

Manual Prompt Trigger

Run your workflow on-demand by sending a message or clicking Quick Run.

Great for testing, one-off executions, or workflows that need human input to start.

Schedule Trigger

Automate your workflows to run at specific times.

Schedule	Description
Every day at 9am	Daily morning execution
Every Monday at 8am	Weekly start-of-week
Every hour	Frequent monitoring
First of the month	Monthly reports

All schedules use your configured timezone.

Default Input

Both Manual Prompt and Schedule triggers support Use Default Input to pre-configure values:

Freeform input: Set a default message text
Structured input: Select specific fields and set default values for each

Scheduled workflows typically use default inputs since they run without human interaction.

Input Schema

Define what data your workflow expects before execution begins.

Input Types

Freeform
Structured

Accept any text input. The simplest option — just describe what you need:

### Input Schema

Provide the topic you want researched.

Define specific fields with types for validated, structured data:

{
  "type": "structured",
  "schema": {
    "type": "object",
    "properties": {
      "company_name": { "type": "string" },
      "analysis_depth": { "type": "string" }
    },
    "required": ["company_name"]
  }
}

Field Types

Type	Description
`string`	Text values
`number`	Numeric values
`boolean`	True/false
`array`	Lists of values
`object`	Nested structures

Output Schema

Control how your workflow formats its results.

Output Formats

Text
JSON
CSV

Free-form text output. Best for summaries, reports, and natural language responses.

Running Workflows

Test Run

Click Quick Run to immediately execute your workflow. Useful for:

Testing changes before scheduling
Running outside the normal schedule
Debugging issues

Monitoring

After triggering a workflow:

View real-time execution status
See which agent is currently working
Track outputs as they’re generated
Review the final results

Next Steps

Write Your Playbook

Define the workflow your execution plan controls

Connect Integrations

Set up the tools your workflow needs

Getting Started

Documentation

Updates

Overview

Triggers

Input Schema

Output Schema

Triggers

Manual Prompt Trigger

Schedule Trigger

Default Input

Input Schema

Input Types

Field Types

Output Schema

Output Formats

Running Workflows

Test Run

Monitoring

Next Steps

Write Your Playbook

Connect Integrations

Getting Started

Documentation

Updates

​Overview

Triggers

Input Schema

Output Schema

​Triggers

​Manual Prompt Trigger

​Schedule Trigger

​Default Input

​Input Schema

​Input Types

​Field Types

​Output Schema

​Output Formats

​Running Workflows

​Test Run

​Monitoring

​Next Steps

Write Your Playbook

Connect Integrations

Overview

Triggers

Manual Prompt Trigger

Schedule Trigger

Default Input

Input Schema

Input Types

Field Types

Output Schema

Output Formats

Running Workflows

Test Run

Monitoring

Next Steps