Turn messy recurring work into
a safe first simulation.
Workflow setup is a shared place to start, continue, interrupt, review, and complete AI-assisted work. Guided setup turns messy recurring work into a reviewable workflow — then you prove it on sample data before connecting a single live app or system.
You don't have to become an AI engineer
Describe the recurring job in plain English. Hubson drafts it and walks you through the parts that make it safe to run — no blank agent canvas.
Who and when
Define who owns the workflow and what kicks it off — a request, a schedule, or a handoff.
The SOP to follow
Attach an existing SOP, checklist, or policy — or have Hubson draft a starter SOP from how the work happens today.
What it can touch
Review exactly what Hubson can read, draft, update, or ask to do — before anything is connected.
Where it pauses
Mark customer-facing, financial, or destructive actions as approval-required.
Who decides
Route the risky step to the right person, with a clear, specific approval card.
What "done" means
Define the outcome that counts, so repeat runs and ROI reporting have a target.
Setup is a short conversation
Hubson asks a handful of plain questions and drafts the workflow from your answers — no agent canvas to figure out.
- What workflow do you want to improve?
- What starts it?
- Which SOP should guide it?
- Which apps does it touch?
- Which action should require approval?
- Who owns the result?
- What does success look like?
Not sure it should be a saved workflow yet?
Use Work Planner for one-off work. If the same pattern repeats, Hubson can suggest saving it as a workflow. Work Planner should be a bridge to saved workflows, not a replacement for them.
Run it as a simulation first
Map, draft, and simulate every workflow for free. Hubson runs the whole thing on sample data and mock app responses, pauses for approval where it should, and produces a real Action Receipt — without touching a single live app or system.
Simulation
- Sample data
- Mock app responses
- Real approval card
- Real Action Receipt
- No live systems touched
Live run
- Only the required apps connected
- Same SOP and risk controls
- Approval before any risky action
- Activity and receipt generated
Map & simulate free → connect live only when it's trusted
Prove the workflow before you connect a live app
Draft it, scope it, and run a simulation in minutes. Connect live access only when the receipt earns your trust.