Advanced Automation Patterns

Multi-Step AI Workflows

4 min read

Simple automations use one AI step. But real business problems often require multiple AI steps working together, each building on the previous one's output.

When Single AI Steps Aren't Enough

Scenario Why Multiple Steps?
Content localization Translate → Adapt cultural references → Format for platform
Lead processing Extract info → Score lead → Generate response → Determine routing
Document analysis Summarize → Extract entities → Classify → Generate action items
Customer feedback Detect language → Translate → Analyze sentiment → Categorize → Suggest response

Chaining AI Steps: The Pipeline Pattern

WORKFLOW: Customer Feedback Processor
──────────────────────────────────────
TRIGGER: New survey response received
AI STEP 1: Language Detection
  Input: Raw feedback text
  Output: Language code (en, ar, es, fr...)
CONDITIONAL: If language ≠ English
AI STEP 2: Translation
  Input: Original text + source language
  Output: English translation
AI STEP 3: Sentiment Analysis
  Input: English text (original or translated)
  Output: sentiment (positive/neutral/negative), score (1-10)
AI STEP 4: Category Classification
  Input: Feedback text
  Output: category (product/service/pricing/support)
AI STEP 5: Response Generation
  Input: Original feedback + sentiment + category
  Output: Suggested response in original language
ACTION: Create ticket with all enriched data

Key Chaining Techniques

1. Variable Passing

Each AI step's output becomes available for subsequent steps:

Step 1 Output → {{step1.sentiment}}
Step 2 can use → "Based on the {{step1.sentiment}} sentiment..."
Step 3 can use → Both {{step1.sentiment}} AND {{step2.category}}

2. Conditional Branching

Route workflow based on AI decisions:

WORKFLOW: Smart Email Router
────────────────────────────
TRIGGER: New email received
AI STEP: Analyze and Classify
  Outputs:
    - type: support/sales/billing/spam
    - urgency: high/medium/low
    - language: detected language
PATH A: If type = "spam"
  → Move to spam folder
  → END
PATH B: If type = "support" AND urgency = "high"
  → Create urgent ticket
  → Send Slack alert to on-call
  → Auto-acknowledge to customer
PATH C: If type = "sales"
  → Add to CRM
  → Assign to sales rep based on language
  → Schedule follow-up task
PATH D: Default
  → Create standard ticket
  → Route to appropriate queue

3. Aggregation Pattern

Collect multiple AI analyses, then combine:

WORKFLOW: Comprehensive Content Brief
─────────────────────────────────────
TRIGGER: New content request form submitted
┌─────────────────────────────────────────────┐
│  PARALLEL AI STEPS (run simultaneously)     │
├─────────────────────────────────────────────┤
│ AI STEP A: Keyword Research                 │
│   → Top 10 target keywords                  │
│                                             │
│ AI STEP B: Competitor Analysis              │
│   → Summary of top 3 competitor articles    │
│                                             │
│ AI STEP C: Audience Insights                │
│   → Pain points and questions               │
└─────────────────────────────────────────────┘
AI STEP: Aggregate & Create Brief
  Input: Results from A + B + C
  Output: Comprehensive content brief
ACTION: Create document in Google Docs

Prompt Design for Multi-Step Workflows

Keep Each Step Focused

❌ BAD: One mega-prompt
"Analyze this email. Detect the language, translate if needed,
determine sentiment, classify the topic, extract any mentioned
products, identify the customer's intent, and write a response."

✅ GOOD: Focused steps
Step 1: "What language is this text? Reply with only the
        ISO language code (e.g., en, ar, es)."

Step 2: "Translate this {{step1.language}} text to English.
        Preserve tone and meaning."

Step 3: "Rate the sentiment of this text from 1-10 where
        1 is very negative and 10 is very positive.
        Reply with only the number."

Use Structured Outputs

Request consistent formats for easier automation:

PROMPT: "Analyze this customer feedback and respond in JSON:
{
  'sentiment': 'positive' or 'negative' or 'neutral',
  'category': one of ['product', 'service', 'pricing', 'other'],
  'urgency': 'high' or 'medium' or 'low',
  'key_issues': [list of main points],
  'suggested_action': brief recommendation
}"

Blueprint: Multi-Language Support Ticket Handler

WORKFLOW: Global Support Ticket Processor
─────────────────────────────────────────
TRIGGER: New support email received
AI STEP 1: Initial Analysis
  Prompt: "Analyze this support email and provide:
          1. Language (ISO code)
          2. Urgency (high/medium/low)
          3. Technical complexity (simple/moderate/complex)"
CONDITIONAL: If language ≠ "en"
  ├── AI STEP 2a: Translate to English
  │     Input: Original email
  │     Output: English translation for agent
  └── Store original language for response
AI STEP 3: Deep Classification
  Prompt: "Classify this support request:
          - Product area: [list your products]
          - Issue type: bug/how-to/feature-request/billing
          - Required expertise: L1/L2/L3"
AI STEP 4: Generate Response Draft
  Prompt: "Write a helpful response to this support request.
          Be empathetic and solution-focused.
          Include: acknowledgment, initial guidance, next steps."
CONDITIONAL: If original language ≠ "en"
AI STEP 5: Translate Response
  Input: English response draft
  Output: Response in customer's language
ACTION: Create ticket with:
  - Original message
  - English translation (if applicable)
  - Classification data
  - Response draft (in customer's language)
  - Priority based on urgency + complexity

Performance Considerations

Factor Recommendation
Speed Parallelize independent AI steps when possible
Cost Use smaller models for simple tasks (translation, classification)
Reliability Add fallback logic if any AI step fails
Debugging Log each step's input/output for troubleshooting

Cost-Efficient Model Selection

Step Type         → Recommended Model
────────────────────────────────────────
Language detection → GPT-4o mini / Gemini Flash (cheap, fast)
Translation        → GPT-4o mini (good quality, low cost)
Sentiment analysis → GPT-4o mini (simple task)
Complex reasoning  → GPT-4o / Claude Sonnet (when quality matters)
Creative writing   → GPT-4o / Claude Sonnet (nuance needed)

Common Pitfalls

Pitfall Solution
Context loss Pass relevant context from earlier steps explicitly
Error cascade If Step 2 fails, don't run Steps 3-5
Inconsistent formats Define output structure in every prompt
Over-chaining Not every task needs multiple AI steps—keep it simple

Key Insight: Multi-step workflows are powerful but add complexity. Start with the simplest approach that works, then add steps only when single-step solutions prove insufficient.

Next: Learn about AI Agents—when to let AI make decisions autonomously. :::

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Module 4: Advanced Automation Patterns

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