41  Sample Workspace and Demo Flows

41.1 Overview

This guide describes how to set up a sample workspace with pre-configured knowledge, agents, and email so new users can try Sophea Automations immediately.

41.2 Sample Workspace Configuration

41.2.1 Prerequisites

  • Sophea platform running locally or on staging
  • At least one workspace with knowledge indexed
  • Workspace email configured (see Admin Guide)
  • At least one Nous agent configured (for agent-related flows)

41.3 Demo Flows

41.3.1 Demo 1: Create your first flow (5 minutes)

Goal: Search the knowledge base and display the answer.

  1. Open the automations builder
  2. Create a new flow with a Manual Trigger
  3. Add the ask_nous_knowledge action
  4. Set the question to: “What is our remote work policy?”
  5. Test the step
  6. Publish the flow
  7. Run the flow manually

What this demonstrates: Knowledge search, AI grounding, citation support.

41.3.2 Demo 2: Generate a flow with AI (3 minutes)

Goal: Use AI to generate a flow from a description.

  1. Open the automations builder
  2. Click “Generate with AI”
  3. Enter: “Every day at 9 AM, search the knowledge base for recent updates and email a summary to the flow runner”
  4. Review the generated flow
  5. Test each step
  6. Publish the flow

What this demonstrates: AI flow generation, schedule triggers, knowledge search, email.

41.3.3 Demo 3: Set up an approval workflow (5 minutes)

Goal: Use AI to review content before publishing.

  1. Open the automations builder
  2. Create a new flow with a Manual Trigger
  3. Add the llm_approval action
  4. Set the criteria to: “Approve if the content is professional, accurate, and free of sensitive data”
  5. Set the subject to a draft blog post or marketing copy
  6. Set the confidence threshold to 0.8
  7. Test the step
  8. Add a send_workspace_email action after the approval
  9. Configure the email to notify the runner of the decision
  10. Publish and run

What this demonstrates: LLM approval gates, conditional flow, email notification.

41.3.4 Demo 4: Run a research agent (5 minutes)

Goal: Use a Nous agent to research a topic and summarize results.

  1. Open the automations builder
  2. Create a new flow with a Manual Trigger
  3. Add the start_agent_run action
  4. Set the agentId to your web-search agent
  5. Set the message to: “Research the top 3 competitors in enterprise AI platforms”
  6. Add the get_agent_run_artifacts action
  7. Add the send_workspace_email action to email the results
  8. Test each step
  9. Publish and run

What this demonstrates: Agent lifecycle, async execution, artifact retrieval, email.

41.3.5 Demo 5: Batch knowledge search (3 minutes)

Goal: Search multiple queries in one step.

  1. Open the automations builder
  2. Create a new flow with a Manual Trigger
  3. Add the batch_search_knowledge action
  4. Set the queries to: [“current sprint goals”, “open customer issues”, “recent deployment notes”]
  5. Set the limit to 5
  6. Test the step
  7. Add the ask_workspace_model action to summarize the results
  8. Publish and run

What this demonstrates: Batch search, multi-query RAG, AI summarization.

41.5 Troubleshooting

41.5.1 Flow does not start

  • Check that the trigger is configured correctly
  • For schedule triggers, verify the timezone and time
  • For webhook triggers, verify the URL and HMAC configuration
  • Check the run history for error messages

41.5.2 Knowledge search returns no results

  • Verify that documents are indexed in the knowledge base
  • Check that the user running the flow has access to the documents
  • Try a broader search query
  • Check the RAG service logs for errors

41.5.3 Email not sent

  • Verify SMTP configuration in the Nous backend
  • Check that the recipient is a workspace member
  • Verify the email body is not empty
  • Check the Nous backend logs for SMTP errors

41.5.4 AI model returns an error

  • Verify the LiteLLM proxy is running
  • Check that the model alias is configured
  • Verify the model is available and not rate-limited
  • Check the LiteLLM logs for circuit breaker trips