Workflows & Automation

Workflows automate your business processes. This section covers Solo's workflow system, from default workflows to custom workflow tool integration.

Topics Covered

• Solo's Default Workflows — Built-in automation
• Custom Workflow Tools — Advanced automation (e.g., n8n, Zapier, Make)
• Webhook Events — Event structure and types
• Usage Tracking — Monitor token usage and executions

Quick Start

No Setup Required!

Workflows are built into Solo and work automatically. You don't need to configure anything to get started:

1. Workflows Run Automatically

   • All workflows are enabled by default
   • No configuration needed
   • No setup required
   • Just sign up and start using Solo

2. View Usage in Settings (Optional)

   • Go to Settings → Workflow
   • View token usage metrics
   • Monitor agent executions
   • See usage vs. plan limits

3. Customization Options (Based on Plan)

   • Workflows can be extended or customized based on your plan
   • For custom workflow options, reach out to sales
   • Advanced customization may require custom workflow tool instance

Default vs. Custom

Solo's Default Workflows (Recommended)

• ✅ No setup required
• ✅ Token usage tracking included
• ✅ Agent execution monitoring
• ✅ Optimized for performance
• ✅ Best for most users

Custom Workflow Tools (Advanced)

• ⚙️ Requires workflow tool instance (e.g., n8n, Zapier, Make)
• ⚙️ Full control over automation
• ⚙️ Custom integrations
• ⚙️ Advanced logic
• ⚙️ For power users

Next Steps

Start with Solo's Default Workflows to understand how workflows work, then explore Custom Workflow Tools if you need advanced automation.

---

Version: 1.0
Last Updated: November 2025