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Six things worth knowing
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A workflow is the plainest kind of automation: you draw the steps once, and from then on they run without you. Nothing about it is clever - and that is the point. It is predictable, which makes it the safe place to begin before anything decides things on its own. It also takes a little learning and practice, so start with one real, repetitive task.
A workflow is a fixed set of steps you design in advance: if this, then that. An agent decides the steps itself, toward a goal you give it. Workflows are predictable and safe to start with; agents are more powerful but need you to know the basics first.
A workflow can be built in a dedicated tool like Make or n8n, or it can run inside Cowork or Claude Code. You do not always need a new service - often the simplest workflow is a scheduled task in a tool you already have.
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Pick what sounds like your situation. I'll point you to the right starting place.