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What are Workflows?

Workflows in Design IQ are customizable review checklists that power AI-driven design reviews. Each workflow contains a set of review items (questions or checks) that the AI evaluates against your documents.

How Workflows Work

1

Create a Workflow

Define a workflow with a name and description, then add review items.
2

Add Review Items

Create checklist items that define what the AI should review.
3

Select Documents

Choose which project and organization documents to review.
4

Run the Workflow

Execute the AI review against your selected documents.
5

Review Results

Analyze findings, respond to issues, and export reports.

Workflow Components

Workflow Details

  • Name - Descriptive workflow title (e.g., “Structural Code Compliance Review”)
  • Description - Purpose and scope of the workflow

Workflow Items

Each workflow contains multiple review items (checklist items) that define:
  • What to check or verify
  • The specific question or requirement
  • Categories and tags for organization

Categories & Tags

Organize workflow items using:
  • Categories - High-level groupings (e.g., “Structural”, “MEP”, “Code Compliance”)
  • Tags - Additional metadata for filtering and organization
[SCREENSHOT PLACEHOLDER: Workflows list view]

Common Workflow Types

Code Compliance

Verify designs meet building codes and regulations

Design Standards

Check compliance with company or industry standards

Quality Assurance

Review for completeness, consistency, and quality

Calculation Review

Verify engineering calculations and assumptions

Accessing Workflows

Click Workflows in the sidebar to:
  • View all workflows in your organization
  • Create new workflows
  • Edit existing workflows
  • Run workflows on documents
  • View workflow execution history

Workflow Execution

When you run a workflow:
  1. The AI analyzes your selected documents
  2. Each workflow item is evaluated
  3. Findings are generated with severity levels
  4. Results include document references and explanations
  5. You can review, respond, and export the results

Next Steps