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How to Use Adept for Custom workflow training
Learn Adept custom workflow training with step by step workflows, realistic examples, and verified plan notes.
Adept works well for custom workflow training when you run it like production work: locked brief, SOURCE facts, then browser navigate focused on search then open. Confirm live plans on www.adept.ai. Start at /explore/adept.
This guide focuses on custom workflow training in detail. Related Adept articles: /blog/how-to-use-adept-for-safety-and-human-oversight, /blog/how-to-use-adept-for-action-transformer-task-automation, /blog/how-to-use-adept-for-browser-based-workflow-execution.
When this workflow is the right job
Use custom workflow training when the deliverable is specifically this Adept job. Switch to action transformer task automation when that workflow already owns the asset.
Step by step workflow
1. Brief Custom workflow training
Write what must stay true for custom workflow training in Adept before settings or spend.
Brief: Custom workflow training Keep: ticket triage UI from SOURCE Avoid: invented pricing or features Success: one reviewable output
2. Open Adept for Custom workflow training
Use the Adept surface that owns custom workflow training. Do not mix a neighboring workflow in the same pass.
Surface: Custom workflow training Start: failure halt Plans: www.adept.ai
3. Pilot Custom workflow training
Run a single custom workflow training pilot. Score clarity, grounding, and whether integration aware still matches.
Pilot: Custom workflow training [ ] SOURCE facts match [ ] multi tab flow clear [ ] Settings logged
4. Refine Custom workflow training
Change one custom workflow training dimension only. Save a template with variables for screenshot log.
Refine: Custom workflow training Change: verify result Keep: SOURCE and UI step clear
Practical custom workflow training examples
ticket triage UI
Scenario: Ops is piloting Adept custom workflow training to automate UI steps for "ticket triage UI". Objective: Complete the demonstrated path with approval gates, result verification, and fail-closed behavior. Inputs: - Demo recording / step list for ticket triage UI - Staging account - Approval gate owner - Success field to verify after critical clicks Workflow: Replay on staging → Verify fields → Human approve sensitive steps → Run custom workflow training → Audit log Requirements: - Require human approval before sends/uploads. - Verify the result field after each critical click for ticket triage UI. - Fail closed on permission errors. - Do not invent unsupported agent capabilities. Expected output: A successful staging run log for ticket triage UI with approvals recorded and a clear stop reason on failure.
calendar booking
Scenario: Ops is piloting Adept custom workflow training to automate UI steps for "calendar booking". Objective: Complete the demonstrated path with approval gates, result verification, and fail-closed behavior. Inputs: - Demo recording / step list for calendar booking - Staging account - Approval gate owner - Success field to verify after critical clicks Workflow: Replay on staging → Verify fields → Human approve sensitive steps → Run custom workflow training → Audit log Requirements: - Require human approval before sends/uploads. - Verify the result field after each critical click for calendar booking. - Fail closed on permission errors. - Do not invent unsupported agent capabilities. Expected output: A successful staging run log for calendar booking with approvals recorded and a clear stop reason on failure.
invoice download
Scenario: Ops is piloting Adept custom workflow training to automate UI steps for "invoice download". Objective: Complete the demonstrated path with approval gates, result verification, and fail-closed behavior. Inputs: - Demo recording / step list for invoice download - Staging account - Approval gate owner - Success field to verify after critical clicks Workflow: Replay on staging → Verify fields → Human approve sensitive steps → Run custom workflow training → Audit log Requirements: - Require human approval before sends/uploads. - Verify the result field after each critical click for invoice download. - Fail closed on permission errors. - Do not invent unsupported agent capabilities. Expected output: A successful staging run log for invoice download with approvals recorded and a clear stop reason on failure.
Slack post
Scenario: Ops is piloting Adept custom workflow training to automate UI steps for "Slack post". Objective: Complete the demonstrated path with approval gates, result verification, and fail-closed behavior. Inputs: - Demo recording / step list for Slack post - Staging account - Approval gate owner - Success field to verify after critical clicks Workflow: Replay on staging → Verify fields → Human approve sensitive steps → Run custom workflow training → Audit log Requirements: - Require human approval before sends/uploads. - Verify the result field after each critical click for Slack post. - Fail closed on permission errors. - Do not invent unsupported agent capabilities. Expected output: A successful staging run log for Slack post with approvals recorded and a clear stop reason on failure.
dashboard filter
Scenario: Ops is piloting Adept custom workflow training to automate UI steps for "dashboard filter". Objective: Complete the demonstrated path with approval gates, result verification, and fail-closed behavior. Inputs: - Demo recording / step list for dashboard filter - Staging account - Approval gate owner - Success field to verify after critical clicks Workflow: Replay on staging → Verify fields → Human approve sensitive steps → Run custom workflow training → Audit log Requirements: - Require human approval before sends/uploads. - Verify the result field after each critical click for dashboard filter. - Fail closed on permission errors. - Do not invent unsupported agent capabilities. Expected output: A successful staging run log for dashboard filter with approvals recorded and a clear stop reason on failure.
file upload
Scenario: Ops is piloting Adept custom workflow training to automate UI steps for "file upload". Objective: Complete the demonstrated path with approval gates, result verification, and fail-closed behavior. Inputs: - Demo recording / step list for file upload - Staging account - Approval gate owner - Success field to verify after critical clicks Workflow: Replay on staging → Verify fields → Human approve sensitive steps → Run custom workflow training → Audit log Requirements: - Require human approval before sends/uploads. - Verify the result field after each critical click for file upload. - Fail closed on permission errors. - Do not invent unsupported agent capabilities. Expected output: A successful staging run log for file upload with approvals recorded and a clear stop reason on failure.
approval gate
Scenario: Ops is piloting Adept custom workflow training to automate UI steps for "approval gate". Objective: Complete the demonstrated path with approval gates, result verification, and fail-closed behavior. Inputs: - Demo recording / step list for approval gate - Staging account - Approval gate owner - Success field to verify after critical clicks Workflow: Replay on staging → Verify fields → Human approve sensitive steps → Run custom workflow training → Audit log Requirements: - Require human approval before sends/uploads. - Verify the result field after each critical click for approval gate. - Fail closed on permission errors. - Do not invent unsupported agent capabilities. Expected output: A successful staging run log for approval gate with approvals recorded and a clear stop reason on failure.
multi tab flow
Scenario: Ops is piloting Adept custom workflow training to automate UI steps for "multi tab flow". Objective: Complete the demonstrated path with approval gates, result verification, and fail-closed behavior. Inputs: - Demo recording / step list for multi tab flow - Staging account - Approval gate owner - Success field to verify after critical clicks Workflow: Replay on staging → Verify fields → Human approve sensitive steps → Run custom workflow training → Audit log Requirements: - Require human approval before sends/uploads. - Verify the result field after each critical click for multi tab flow. - Fail closed on permission errors. - Do not invent unsupported agent capabilities. Expected output: A successful staging run log for multi tab flow with approvals recorded and a clear stop reason on failure.
login sequence
Scenario: Ops is piloting Adept custom workflow training to automate UI steps for "login sequence". Objective: Complete the demonstrated path with approval gates, result verification, and fail-closed behavior. Inputs: - Demo recording / step list for login sequence - Staging account - Approval gate owner - Success field to verify after critical clicks Workflow: Replay on staging → Verify fields → Human approve sensitive steps → Run custom workflow training → Audit log Requirements: - Require human approval before sends/uploads. - Verify the result field after each critical click for login sequence. - Fail closed on permission errors. - Do not invent unsupported agent capabilities. Expected output: A successful staging run log for login sequence with approvals recorded and a clear stop reason on failure.
search then open
Scenario: Ops is piloting Adept custom workflow training to automate UI steps for "search then open". Objective: Complete the demonstrated path with approval gates, result verification, and fail-closed behavior. Inputs: - Demo recording / step list for search then open - Staging account - Approval gate owner - Success field to verify after critical clicks Workflow: Replay on staging → Verify fields → Human approve sensitive steps → Run custom workflow training → Audit log Requirements: - Require human approval before sends/uploads. - Verify the result field after each critical click for search then open. - Fail closed on permission errors. - Do not invent unsupported agent capabilities. Expected output: A successful staging run log for search then open with approvals recorded and a clear stop reason on failure.
copy paste field
Scenario: Ops is piloting Adept custom workflow training to automate UI steps for "copy paste field". Objective: Complete the demonstrated path with approval gates, result verification, and fail-closed behavior. Inputs: - Demo recording / step list for copy paste field - Staging account - Approval gate owner - Success field to verify after critical clicks Workflow: Replay on staging → Verify fields → Human approve sensitive steps → Run custom workflow training → Audit log Requirements: - Require human approval before sends/uploads. - Verify the result field after each critical click for copy paste field. - Fail closed on permission errors. - Do not invent unsupported agent capabilities. Expected output: A successful staging run log for copy paste field with approvals recorded and a clear stop reason on failure.
screenshot log
Scenario: Ops is piloting Adept custom workflow training to automate UI steps for "screenshot log". Objective: Complete the demonstrated path with approval gates, result verification, and fail-closed behavior. Inputs: - Demo recording / step list for screenshot log - Staging account - Approval gate owner - Success field to verify after critical clicks Workflow: Replay on staging → Verify fields → Human approve sensitive steps → Run custom workflow training → Audit log Requirements: - Require human approval before sends/uploads. - Verify the result field after each critical click for screenshot log. - Fail closed on permission errors. - Do not invent unsupported agent capabilities. Expected output: A successful staging run log for screenshot log with approvals recorded and a clear stop reason on failure.
rollback plan
Scenario: Ops is piloting Adept custom workflow training to automate UI steps for "rollback plan". Objective: Complete the demonstrated path with approval gates, result verification, and fail-closed behavior. Inputs: - Demo recording / step list for rollback plan - Staging account - Approval gate owner - Success field to verify after critical clicks Workflow: Replay on staging → Verify fields → Human approve sensitive steps → Run custom workflow training → Audit log Requirements: - Require human approval before sends/uploads. - Verify the result field after each critical click for rollback plan. - Fail closed on permission errors. - Do not invent unsupported agent capabilities. Expected output: A successful staging run log for rollback plan with approvals recorded and a clear stop reason on failure.
pilot scope
Scenario: Ops is piloting Adept custom workflow training to automate UI steps for "pilot scope". Objective: Complete the demonstrated path with approval gates, result verification, and fail-closed behavior. Inputs: - Demo recording / step list for pilot scope - Staging account - Approval gate owner - Success field to verify after critical clicks Workflow: Replay on staging → Verify fields → Human approve sensitive steps → Run custom workflow training → Audit log Requirements: - Require human approval before sends/uploads. - Verify the result field after each critical click for pilot scope. - Fail closed on permission errors. - Do not invent unsupported agent capabilities. Expected output: A successful staging run log for pilot scope with approvals recorded and a clear stop reason on failure.
action log
Scenario: Ops is piloting Adept custom workflow training to automate UI steps for "action log". Objective: Complete the demonstrated path with approval gates, result verification, and fail-closed behavior. Inputs: - Demo recording / step list for action log - Staging account - Approval gate owner - Success field to verify after critical clicks Workflow: Replay on staging → Verify fields → Human approve sensitive steps → Run custom workflow training → Audit log Requirements: - Require human approval before sends/uploads. - Verify the result field after each critical click for action log. - Fail closed on permission errors. - Do not invent unsupported agent capabilities. Expected output: A successful staging run log for action log with approvals recorded and a clear stop reason on failure.
API hybrid
Scenario: Ops is piloting Adept custom workflow training to automate UI steps for "API hybrid". Objective: Complete the demonstrated path with approval gates, result verification, and fail-closed behavior. Inputs: - Demo recording / step list for API hybrid - Staging account - Approval gate owner - Success field to verify after critical clicks Workflow: Replay on staging → Verify fields → Human approve sensitive steps → Run custom workflow training → Audit log Requirements: - Require human approval before sends/uploads. - Verify the result field after each critical click for API hybrid. - Fail closed on permission errors. - Do not invent unsupported agent capabilities. Expected output: A successful staging run log for API hybrid with approvals recorded and a clear stop reason on failure.
training demo
Scenario: Ops is piloting Adept custom workflow training to automate UI steps for "training demo". Objective: Complete the demonstrated path with approval gates, result verification, and fail-closed behavior. Inputs: - Demo recording / step list for training demo - Staging account - Approval gate owner - Success field to verify after critical clicks Workflow: Replay on staging → Verify fields → Human approve sensitive steps → Run custom workflow training → Audit log Requirements: - Require human approval before sends/uploads. - Verify the result field after each critical click for training demo. - Fail closed on permission errors. - Do not invent unsupported agent capabilities. Expected output: A successful staging run log for training demo with approvals recorded and a clear stop reason on failure.
safety stop
Scenario: Ops is piloting Adept custom workflow training to automate UI steps for "safety stop". Objective: Complete the demonstrated path with approval gates, result verification, and fail-closed behavior. Inputs: - Demo recording / step list for safety stop - Staging account - Approval gate owner - Success field to verify after critical clicks Workflow: Replay on staging → Verify fields → Human approve sensitive steps → Run custom workflow training → Audit log Requirements: - Require human approval before sends/uploads. - Verify the result field after each critical click for safety stop. - Fail closed on permission errors. - Do not invent unsupported agent capabilities. Expected output: A successful staging run log for safety stop with approvals recorded and a clear stop reason on failure.
CRM weekly export
Scenario: Ops is piloting Adept custom workflow training to automate UI steps for "CRM weekly export". Objective: Complete the demonstrated path with approval gates, result verification, and fail-closed behavior. Inputs: - Demo recording / step list for CRM weekly export - Staging account - Approval gate owner - Success field to verify after critical clicks Workflow: Replay on staging → Verify fields → Human approve sensitive steps → Run custom workflow training → Audit log Requirements: - Require human approval before sends/uploads. - Verify the result field after each critical click for CRM weekly export. - Fail closed on permission errors. - Do not invent unsupported agent capabilities. Expected output: A successful staging run log for CRM weekly export with approvals recorded and a clear stop reason on failure.
browser form fill
Scenario: Ops is piloting Adept custom workflow training to automate UI steps for "browser form fill". Objective: Complete the demonstrated path with approval gates, result verification, and fail-closed behavior. Inputs: - Demo recording / step list for browser form fill - Staging account - Approval gate owner - Success field to verify after critical clicks Workflow: Replay on staging → Verify fields → Human approve sensitive steps → Run custom workflow training → Audit log Requirements: - Require human approval before sends/uploads. - Verify the result field after each critical click for browser form fill. - Fail closed on permission errors. - Do not invent unsupported agent capabilities. Expected output: A successful staging run log for browser form fill with approvals recorded and a clear stop reason on failure.
spreadsheet update
Scenario: Ops is piloting Adept custom workflow training to automate UI steps for "spreadsheet update". Objective: Complete the demonstrated path with approval gates, result verification, and fail-closed behavior. Inputs: - Demo recording / step list for spreadsheet update - Staging account - Approval gate owner - Success field to verify after critical clicks Workflow: Replay on staging → Verify fields → Human approve sensitive steps → Run custom workflow training → Audit log Requirements: - Require human approval before sends/uploads. - Verify the result field after each critical click for spreadsheet update. - Fail closed on permission errors. - Do not invent unsupported agent capabilities. Expected output: A successful staging run log for spreadsheet update with approvals recorded and a clear stop reason on failure.
How to improve custom workflow training
Make custom workflow training easier to review by labeling file upload fields that must never change in Adept.
Speed custom workflow training iteration by cloning the last good Adept run and altering only human approve.
Stabilize custom workflow training by pinning enterprise governed after multi tab flow is approved in Adept.
Reduce custom workflow training rework by rejecting drafts that invent claims about login sequence in Adept.
Improve custom workflow training handoffs by recording which Adept control produced the search then open result.
Strengthen custom workflow training by adding a second reader who only checks copy paste field spelling and facts in Adept.
Lift custom workflow training consistency by reusing the same failure halt vocabulary across related Adept jobs.
Harden custom workflow training by testing an empty or incomplete rollback plan input before trusting Adept defaults.
Prompting and usage guidance
Name the custom workflow training job, the audience, and one measurable success check before opening Adept.
Paste only verified facts under SOURCE so Adept cannot invent details during custom workflow training.
Specify the custom workflow training deliverable shape up front, such as scenes, bullets, rows, or a signed note.
Call out fixed login sequence details versus flexible pilot cohort choices for custom workflow training.
Close with a review line that asks Adept to flag unsupported claims for custom workflow training.
Limitations to respect
Check Adept plan gates for custom workflow training on www.adept.ai before you promise timelines.
Keep custom workflow training drafts unpublished until a human confirms SOURCE facts.
Plan and region differences can change custom workflow training availability. Prefer official Adept docs.
Beta or preview labels on Adept mean you should pilot custom workflow training before wide rollout.
Practical tips for this workflow
Budget a second custom workflow training pass focused on edge cases around Slack post, not only the happy path in Adept.
Use official Adept terminology for custom workflow training in SOPs so support recognizes failure halt requests.
Keep a custom workflow training checklist beside Adept so reviewers know which safety stop details stayed locked.
Pilot custom workflow training on a tiny sample before spending Adept credits or executions on a full batch centered on Slack post.
When custom workflow training fails, change only audit trail instead of rewriting the entire Adept brief.
Document Adept UI labels used for custom workflow training so handoffs about safety stop do not rely on memory.
Store winning custom workflow training settings as a template with variables only for Slack post fields in Adept.
Approve SOURCE facts before spending budget on custom workflow training variants that mention copy paste field in Adept.
Pair customer facing custom workflow training exports with a human read that checks invented claims about safety stop.
Log Adept run identifiers for custom workflow training so ops can replay browser navigate failures without guessing.
Adept custom workflow training note: after human approve, recheck rollback plan against SOURCE and confirm pilot narrow still matches the brief.
Adept custom workflow training note: after browser navigate, recheck pilot scope against SOURCE and confirm UI step clear still matches the brief.
Adept custom workflow training note: after field map, recheck action log against SOURCE and confirm approval first still matches the brief.
Adept custom workflow training note: after verify result, recheck API hybrid against SOURCE and confirm audit ready still matches the brief.
Adept custom workflow training note: after enterprise deploy, recheck training demo against SOURCE and confirm safety default still matches the brief.
Adept custom workflow training note: after failure halt, recheck safety stop against SOURCE and confirm integration aware still matches the brief.
Common mistakes
- Skipping a written brief before starting custom workflow training in Adept
- Inventing pricing, credits, or features not confirmed on official Adept pages
- Scaling custom workflow training volume before one successful pilot
- Mixing a different Adept workflow into the same custom workflow training session
- Ignoring plan gates while scheduling custom workflow training deadlines
- Publishing custom workflow training output without stakeholder review
For more on custom workflow training, see /blog/how-to-use-adept-for-safety-and-human-oversight, /blog/how-to-use-adept-for-action-transformer-task-automation, /blog/how-to-use-adept-for-browser-based-workflow-execution. Hub: /explore/adept.