Build your first AI workflow
Watch how to create, test, and publish a workflow in under 5 minutes.
Build with AI
Describe what you want, the agent builds it
50+ Templates
Sales, marketing, support, research
>40 Connectors
Gmail, Slack, Drive, Notion, and more
Version Control
Track changes, debug runs, roll back
Common questions about workflows
What does a workflow do?
A workflow is a chain of automated steps that run on their own. The outcome depends on what you build — for example a daily email summary, auto-sorted files, or AI-generated reports.
How do I create a workflow?
Go to Home, click "+ New" on the top right. Choose Workflow to start with a template, or start from scratch. Then use "Build with AI" chat to describe what you want in plain English.
What are the steps in a workflow?
Each workflow is a chain of nodes: triggers, AI agents, tool actions, and code blocks. You connect them in sequence to automate tasks end to end.
Can it connect to my tools?
Yes. Needle supports >40 connectors including Gmail, Slack, Google Drive, Notion, and many more. In the video above you can see Gmail being connected mid-build.
What does "Build with AI" do?
It's an AI agent inside the workflow builder. Describe what you want and it generates the nodes, connects your tools, tests the workflow, and self-fixes errors — all automatically.
How do I observe workflow runs?
Every workflow has a Runs tab that logs each execution. You can see exactly which node failed, inspect its inputs and outputs, and fix the issue. Version history lets you roll back anytime. In each node you can observe Input and Output, which can point to specific issues as well.
Popular templates to get you started
Track Changes in Website
This workflow is designed for anyone who needs to monitor changes in website content by automatically comparing the two most recent snapshots stored in Google Drive. It runs daily to detect differences and sends an email notification if any updates are foun...
RXRay
This workflow checks whether someone you are considering to be an employee, partner, collaborator etc fits your vibe - based on what you are looking for and what you are working on, based on deep psychological and sociological research and personality frame...
The Scholarly Path
Description of my academic progression. From the primary school to the university.
Gmail Smart Auto-Responder
Automatically generates AI-powered draft replies for incoming emails. Runs daily at 8 AM, finds unread emails from the last 24 hours, filters out automated/no-reply senders, generates professional replies with GPT-4, and saves them as Gmail drafts for review before sending.
Daily Slack Activity Digest Email
Generates a daily HTML email digest of your Slack activity. Lists all channels you are a member of, searches for messages from the last 24 hours, uses AI to create a beautifully styled HTML email with channel summaries, key topics, and action items, then sends it to your inbox.
Filters Your Gmail with AI and Sends Only Important Emails to Telegram
AI-powered email filter that classifies incoming Gmail messages by importance and forwards only urgent, actionable emails to your Telegram - cutting through the noise of newsletters and spam.
Create a searchable knowledge base
Upload your documents, connect data sources, and ask questions with AI.
Build your knowledge base
Upload PDFs, docs, and more — search them instantly
PDF, DOCX, TXT, CSV, JSON, HTML, MD, XLSX, PPTX, PNG, JPG
Connect your data sources
Upload your files
Drag and drop PDFs, Word docs, text files, or URLs. Connect Gmail, Google Drive, Notion, or Slack to auto-sync your data.
Ask questions with AI
Open the collection chat and ask anything in natural language. Needle returns precise answers with source references.
Share or embed
Invite teammates with role-based permissions, or embed a chat widget on your website so anyone can search your knowledge base.
Common questions about collections
What file types can I upload?
PDF, DOCX, TXT, CSV, JSON, HTML, Markdown, XLSX, PPTX, PNG, and JPG. Pro plans also support image and table extraction from PDFs.
Which data sources can I connect?
Gmail, Google Drive, Slack, Notion, GitHub, Confluence, Jira, Outlook, OneDrive, SharePoint, Dropbox, Airtable, Zendesk, HubSpot, and more. Connected sources auto-sync so your data stays current.
How does the AI search work?
Needle splits your documents into chunks, generates vector embeddings, and stores them in a database. When you ask a question, it performs a semantic search to find the most relevant chunks and uses an AI model to generate a grounded answer with source references.
Is there a file upload limit?
Free plans have a file upload limit. Pro plans scale to thousands of documents per collection.
Can I embed the chat on my website?
Yes. Every collection can be shared via a public link or embedded as a chat widget on any website with a simple code snippet. You can also use collections inside workflows for automated RAG pipelines.
How do I manage access?
Collections support role-based permissions at the workspace, project, and collection level. You can invite teammates as owners, editors, or viewers, and revoke access at any time.
Popular collections to get you inspired
Needle Knowledge Base
Learn about Needle's products, features, and how to use them.
OnboardingNeedle Website
Needle
Epstein Files
Explore the Epstein Files with AI Agents, find interesting insights and connections in the case.
Court documentsLegal research
Needle
Needle Workflow Templates
Explore hundreds of workflow templates. Get inspired. Find automations, integrations, and use cases.
workflowsautomationAI Agents
Needle
Reddit AgentsOfAI | 2025
AgentsOfAI community insights. AI agent development, tools, and best practices.
RedditAI Agentscommunity
Needle
Try Needle today
Level-up your AI game today.
Join thousands of people who have transformed their workflows.
Agentic workflowsAutomations, meet AI agents
AI SearchAll your data, searchable
Chat widgetsDrop-in widget for your website
Developer APIMake your app talk to Needle
Try Needle today
Streamline AI productivity at your company today
Join thousands of people who have transformed their workflows.
Agentic workflowsAutomations, meet AI agents
AI SearchAll your data, searchable
Chat widgetsDrop-in widget for your website
Developer APIMake your app talk to Needle