Skip to main content
All CollectionsWorkflows
Getting Started With Workflows
Getting Started With Workflows

A guide to Copy.ai Workflows.

Chris Lu avatar
Written by Chris Lu
Updated over a week ago

What are Workflows in Copy.ai?

Workflows in Copy.ai are a powerful feature designed to streamline your content generation process. By chaining together multiple tools and AI-driven steps, you can efficiently tackle complex tasks with ease.

Take SEO research, for instance. With Workflows, you can:

  1. Search: Use a Search step to quickly find information on a specific keyword and discover what websites are ranking for it.

  2. Analyze: Use AI to study the relevant websites to understand their strategy and draw inspiration.

  3. Synthesize: Leverage AI capabilities with an AI step to generate a comprehensive and well-structured SEO content brief.

By utilizing Workflows, you can optimize your time, improve your productivity, and create high-quality processes that aligns with your goals.

What Steps/Tools are Available in Workflows?

Currently, three main steps are available in Workflows:

  1. AI Step: Powered by a sophisticated AI language model, this step handles a variety of Natural Language Processing (NLP) tasks. You can use it to summarize content, extract key information, generate new content, categorize data, and much more, all with AI's assistance.

  2. Search Step: This step makes online research faster and more effective. Simply input a keyword, and the Search step explores the internet via a search engine, delivering relevant results you can use as a basis for your projects.

  3. Scrape Step: Need raw data from a specific website? The Scrape step is what you need. Just input a URL and it extracts the raw data from that website.

While these three steps provide reliable tools for your content creation process, we're always looking to enhance your productivity. More steps, along with other tools to streamline your workflow, will be added in the near future.

How Do I Create a Workflow?

Creating a Workflow in Copy.ai is straightforward. You're tasked to describe it. However, clarity and detail enhance the strength and efficiency of your workflow.

Here is a step-by-step strategy:

  1. Define Inputs: Clearly state what inputs are expected for your workflow.

  2. Articulate Expected Outputs: Make sure you understand what you want the outputs to be.

For example, if you want to create a Workflow for SEO research, you might describe it like this:

"Starting with a keyword, initiate a search on the internet for that keyword. Subsequently, extract the top URL from the search results. Scrape this URL to retrieve the H2s (subheadings) from the website. Using these H2s, generate a list of potential questions that readers might be seeking to answer."

Remember, it's essential to be explicit in each step to ensure accuracy and effectiveness. The more exact your instructions, the better your Output will be. You're not just articulating a process; you're building a recipe for success.

How Do I Edit a Workflow?

Editing a Workflow in Copy.ai is designed to be an intuitive and conversational experience.

To modify your workflow, simply describe the changes you want to make or express what you're not satisfied with its current state. By "communicating" with your workflow, it will automatically adapt to your needs.

For instance, let's say you want to incorporate a step that generates an outline. You can carry out this modification by instructing the workflow in a command form, such as: "add a step at the end that generates an outline."

This straightforward method allows for seamless and efficient modifications to your Workflows, helping you continually improve and adapt them to better suit your needs.

Your instructions guide your workflow, turning it into a flexible tool that evolves with your project.

What are some use cases for Workflows?

There's no limit to how you can use Workflows. It serves as a powerful tool when you need to perform a process repeatedly. With Workflows, tasks such as creating hundreds of blog posts or sending thousands of emails become smooth and manageable.


At Copy.ai, Workflows are instrumental in a range of tasks, like:

  • Bulk content creation: Using Workflows, you can streamline the process of creating large volumes of content. Check out our blog post on Bulk Content Creation, where we published 500 articles in less than two hours!

  • Competitive analysis: Workflows also prove powerful in conducting competitive analysis. Learn more about it through our guide on using AI for competitive analysis.

Workflows are not constrained to these tasks alone. Our customers employ Workflows for a vast array of use cases, tailoring them to their specific needs. Its versatility shines in its adaptability, designed to handle diverse processes, from routine emails to substantial content generation – making it an essential part of a productive workflow.

Can I Share My Workflows with Others?

Absolutely! Sharing workflows is an integral part of collaborative ventures and Copy.ai ensures that it is as straightforward as possible.

When you create a workflow, you'll find a 'Share' button positioned at the top right of your screen. Clicking this allows you to share your neatly crafted workflow as a template. Other users can then effortlessly clone it and incorporate it into their unique workspace, giving teams the ability to align processes and methodologies seamlessly.


Workflows can be enabled as a 'Form.' This function ensures your colleagues can utilize the workflow you developed as a recurring tool, making everyday tasks more manageable.

So go ahead, click 'Share' and start empowering your colleagues with the workflows you've meticulously created.

Are There Any Pre-Built Workflows I Can Use as a Starting Point?

Yes, indeed! We're currently developing a comprehensive Workflow Library, specifically designed to jumpstart your journey in workflow creation.

This library will house an array of high-quality, pre-built workflows that you can genuinely put to use right away. Additionally, you'll also have the flexibility to modify these templates based on your specific needs.

Stay tuned for this upcoming feature. It will serve as a powerful starting point, greatly simplifying your workflow creation process while still maintaining adaptability for your unique requirements.

Can I Integrate Workflows with Other Tools or Services?

Absolutely! One of the great strengths of Copy.ai's Workflows is their integration capabilities.

Each workflow you create is automatically available as an API. This feature provides a seamless way to integrate your workflows with other tools and systems you might be using.

Additionally, for the less technical users, Copy.ai offers a user-friendly Zapier integration for workflows. This integration allows you to connect your Copy.ai workspace to Zapier using your API key. Then, you can set up 'Zaps' or automated processes where Copy.ai's Workflows can either act as triggers, initiating a sequence of actions in other apps, or as actions in response to triggers from other applications.

For example, imagine launching a workflow every time you receive a specific type of email or triggering a notification when a workflow has finished running.

Through the power of API and Zapier integration, Workflows can effectively streamline complex tasks, making Copy.ai not just another tool, but a well-integrated solution for your content creativity needs.

So, stay tuned. More integrations are on its way!

Understanding Credits

Credits are an integral part of how Copy.ai works. Think of them as a way we balance the costs of using different tools, AI models, and so on. The principle is simple. The longer or more complex an operation, the more credits it uses. It's similar to using more fuel for a longer journey in your car.

Now, let's go a little deeper:

  • Task Length: Lengthier tasks, like generating extensive content using an AI model, need more credits than shorter ones. That’s because these tasks require more resources.

  • Complexity of Workflows: The complexity of your workflow also influences the number of credits you use. The idea is, the more intricate the workflow, the more resources it consumes, and hence, the more credits you need.

  • Building and Testing: The good news? We don’t charge any credits for building and testing workflows. This way, you can plan and perfect your workflows without worrying about exhausting your credits.

At Copy.ai, we believe in focusing on productive work, not unnecessary complexities. We've designed the credits system to keep things clear and straightforward - you only use what you need, and you see exactly what you're using. So, go ahead, make the most of your credits and create amazing content!

Did this answer your question?