---
title: Workflows
description : Automate and manage data workflows in Infoveave with AI-powered documentation, sharing controls, and smart process tracking.
---

# Workflows

Infoveave workflows let you automate and streamline your data processes. These processes range from ingestion to visualization. A workflow is a sequence of connected activities that automates business-critical tasks such as data acquisition, analysis, and reporting.

![catalogueworkflows](/images/Data-Apps/Catalogues/Assets/Workflows/catalogueworkflows.png)

**Edit the Workflow status** Click the pencil icon <i class="fa-duotone fa-regular fa-pen"></i> next to a Workflow name to select whether the Workflow is **verified** or **not verified**.

**Categorize the Workflow** Assign specific **domains**, **tiers**, **tags**, and **glossary** terms to organize and classify the Workflows effectively.

**Manage the Sharing status** View whether a Workflow is **shared** or **not shared** to manage access permissions.

**Track Workflow Updates** View information such as **created by** and **updated by**, along with the respective dates. This ensures transparency and helps with version tracking.

**Edit the Description** You can either manually **edit** the description of a Workflow or generate it automatically using **AI** for streamlined content creation.

## Documentation

![Reports Documentation](/images/Data-Apps/Catalogues/Assets/Workflows/workflows-documentation.png)
Documentation provides comprehensive information about an asset. It helps you understand the asset’s purpose, structure, and functionality. It serves as a reference to ensure clarity and effective use of the asset.

![Reports Edit Documentation](/images/Data-Apps/Catalogues/Assets/Workflows/edit-workflows-docs.png)  
After you click the **New documentation** button, you can compose the documentation in the provided editor. Once you complete it, click the **Save** icon to store the documentation.

## Workflow
![workflow](/images/Data-Apps/Catalogues/Assets/Workflows/catalogues-workflow.png)
The **Workflow** section gives you a detailed overview of the steps involved in automating processes and tasks. It includes configuration details that help define and streamline the flow of data and activities.

Key elements of the Workflow are listed.

![Workflow Two](/images/Data-Apps/Catalogues/Assets/Workflows/workflow-two.png)  

**Workflow Start** specifies the initial point of the Workflow. For example, **File Paths**, where the system reads or imports data from specific file locations.

**Schedules** provide information about when the Workflow should run. You can also set a **time zone** and specify whether the Workflow should **not run on holidays**.

**Webhooks** specify the name and URL of the trigger that initiates the Workflow from an external system.

**Emailhooks** specify the email ID used for triggering the Workflow.

## Documents
![catalogues-workflow-document](/images/Data-Apps/Catalogues/Assets/Workflows/catalogues-workflow-document.png)
In the **Documents** section, you can upload relevant files that help create a more accurate description of the Workflows using AI. These documents provide context and improve the AI’s understanding, enabling it to generate better descriptions. This is especially useful for data that requires detailed and nuanced explanations.

## Using Ask AI
Ask AI helps you get instant answers to any questions related to a specific asset. It provides quick and context-aware insights to enhance your understanding and decision-making. It uses the available documentation to respond to your queries. If you upload a document in the **Documents** section, it is automatically made available in the Ask AI chat. This allows the assistant to reference it while generating responses.