AITEZA Docs Help

Custom Workflow

The Custom Workflow integrates AITEZA with external automation tools via webhooks. It connects to an n8n workflow (or similar webhook-based system) by specifying a webhook ID and API key. This allows you to build advanced processing pipelines that combine AITEZA's AI capabilities with external services.

Use Cases

  • Integration with n8n automation workflows

  • Custom processing pipelines using external services

  • Automated data enrichment via third-party APIs

  • Complex multi-step processes that span multiple systems

Creating a Custom Workflow

Create a Custom Workflow

  1. Navigate to the Workflows page from the sidebar navigation.

  2. Click the + Workflow erstellen button in the toolbar.

  3. In the type selection dialog, choose Custom Workflow ("Custom n8n workflow, triggered via a webhook ID").

  4. Step 1 – Basic Information:

    • Workflow Name (required): Enter a clear, descriptive name for the workflow.

    • Description (required): Describe what this workflow does.

    • Model Instructions: Define the behavior and role of the AI assistant (e.g., "You are an expert for...").

    • Tags: Type a tag and press Enter to add it. Tags help organize and filter workflows.

    • Advanced Settings (expandable):

      • Default Model: Select a model to use. Toggle User may change model at start to control whether users can override it.

      • Default Data Sources: Pre-select datarooms or attachments. Toggle User may remove default data sources to control flexibility.

  5. Step 2 – Webhook Configuration:

    • Webhook ID (required): The unique identifier of the n8n workflow webhook to be triggered.

    • API Key (required): The secret key for authenticating requests to the webhook.

  6. Step 3 – Review:

    Review the full configuration summary and click Create Workflow to finish.

Running a Custom Workflow

There are two ways to start a Custom Workflow:

From the Workflows Dashboard

Start via Dashboard

  1. Navigate to the Workflows page.

  2. Find the workflow card and click the Chat button on the card.

  3. A new chat opens with the workflow pre-selected. Enter your prompt and send it. The workflow triggers the configured n8n webhook.

From any Chat

Start via Chat

  1. Open any chat conversation.

  2. Click the + button in the chat input area to open the actions menu.

  3. Select Workflow starten from the menu.

  4. In the "Workflow starten" dialog, search or browse available workflows and select the Custom Workflow you want to run. The workflow badge appears in the message input area.

  5. Enter your prompt and send the message. AITEZA sends a request to the configured webhook endpoint (webhook ID + API key). The external system processes the request and returns results to the chat.

Configuration Reference

Setting

Description

Workflow Name

A clear name for identification (shown on dashboard cards).

Description

Explains the workflow's purpose.

Model Instructions

System prompt defining the AI's role and behavior.

Tags

Labels for organizing, filtering, and grouping workflows.

Default Model

The AI model used (optional, user-overridable).

Default Data Sources

Pre-selected datarooms or attachments (optional, user-overridable).

Webhook ID

The unique identifier of the n8n workflow webhook to be triggered.

API Key

The secret key for authenticating requests to the webhook.

Last modified: 11 June 2026