Solo's Default Workflows

Solo includes built-in workflows that work automatically. These workflows handle common automation needs without any configuration.

What are Default Workflows?

Solo's default workflows are:

  • Pre-configured: Ready to use out of the box
  • Automatic: Run without setup
  • Optimized: Built for performance
  • Tracked: Include usage monitoring

Included Workflows

Email Processing

  • Categorizes emails: Automatically categorizes incoming emails
  • Routes messages: Sends to appropriate agents
  • Creates tasks: Turns actionable emails into tasks
  • Maintains context: Remembers conversation history

Task Management

  • Creates tasks: From emails and conversations
  • Assigns tasks: To appropriate agents or team members
  • Tracks status: Monitors task completion
  • Follows up: Reminds about pending tasks

Agent Coordination

  • Routes work: Sends work to the right agent
  • Coordinates agents: Helps agents work together
  • Manages delegation: Handles agent-to-agent communication
  • Tracks activity: Monitors agent actions

Usage Tracking

  • Token usage: Tracks AI tokens consumed
  • Agent executions: Counts agent runs
  • Per identity: Tracks usage per Solo Identity
  • Plan limits: Enforces plan-based limits

How It Works

Automatic Operation

Default workflows run automatically:

  1. Events occur: Email received, task created, etc.
  2. Workflow triggers: Appropriate workflow starts
  3. Processing happens: Workflow processes the event
  4. Action taken: Email sent, task created, etc.
  5. Usage tracked: Token usage and executions recorded

No Configuration Needed

  • Enabled by default: Workflows are always on
  • No setup required: Just use Solo normally
  • Works immediately: Start working right away
  • Optimized automatically: Solo handles optimization

Usage Tracking

Token Usage

  • Tracks AI tokens: Every AI call is tracked
  • Per identity: Usage is per Solo Identity
  • Monthly limits: Based on your plan
  • View in Settings: See usage in Settings → Workflow

Agent Executions

  • Counts agent runs: Every agent execution is counted
  • Per identity: Executions are per Solo Identity
  • Monthly limits: Based on your plan
  • View in Settings: See executions in Settings → Workflow

Plan Limits

PlanToken LimitExecution Limit
Free1M/month300/month
Solopreneur50M/month4,500/month
Small Business200M/month22,500/month
EnterpriseUnlimitedUnlimited

Viewing Usage

In Settings

  1. Go to Settings → Workflow
  2. View Token Usage metric
  3. View Agent Executions metric
  4. See usage vs. plan limits

Usage Warnings

  • 80% usage: Warning when approaching limit
  • 100% usage: Limit reached, may be throttled
  • Notifications: Alerts when limits are near

Benefits

No Setup Required

  • Works immediately: No configuration needed
  • Always available: Workflows are always running
  • No maintenance: Solo handles everything

Optimized Performance

  • Fast processing: Optimized for speed
  • Efficient: Minimal resource usage
  • Reliable: Built and tested by Solo team

Usage Tracking Included

  • Automatic tracking: No extra setup
  • Real-time metrics: See usage as it happens
  • Plan enforcement: Stays within limits

Limitations

Cannot Be Disabled

  • Default workflows are core functionality
  • Required for Solo to work properly
  • Cannot be turned off

Cannot Be Customized

  • Workflows are fixed
  • Cannot modify workflow logic
  • Use custom workflow tools (such as n8n) for customization

Limited to Solo Features

  • Only uses Solo's built-in features
  • Cannot integrate external services directly
  • Use custom workflow tools (such as n8n) for advanced integrations

When to Use Custom Workflow Tools

Consider custom workflow tools (such as n8n) if you need:

  • Custom integrations: Connect to external services
  • Advanced logic: Complex workflow logic
  • Full control: Complete control over automation
  • Existing workflows: Have workflows in your tool already

See Custom Workflow Tools for details.

Best Practices

No Setup Required

  • Workflows work automatically: No configuration needed
  • Just use Solo: Sign up and workflows are active
  • No maintenance: Solo handles everything internally
  • Focus on your work: Let workflows handle automation

Monitor Usage (Optional)

  • Check usage regularly in Settings → Workflow
  • Stay within plan limits
  • Upgrade plan if needed
  • Optimize agent usage

Understand Limits

  • Know your plan limits
  • Plan for usage growth
  • Monitor approaching limits
  • Upgrade before hitting limits

Customization Options

  • Default workflows: Work automatically, no setup needed
  • Extended workflows: Available based on your plan
  • Custom options: Reach out to sales to learn about custom workflow options
  • Advanced customization: May require custom workflow tool instance (see Custom Workflow Tools)

Troubleshooting

Usage not tracking?

  • Check you're using default workflows
  • Verify identity is activated
  • Check Settings → Workflow
  • Contact support if issues persist

Hitting limits?

  • Review your usage
  • Optimize agent configuration
  • Consider upgrading plan
  • Use agents more efficiently

Workflows not working?

  • Check agents are active
  • Verify identity is activated
  • Review agent configuration
  • Check for errors in logs

Next Steps

Version: 1.0
Last Updated: November 2025