Workflow planning and prerequisites

Decide what you want your workflow structure to be. This example demonstrates a common workflow pattern that analyzes logs by using a task agent, requests human approval, and executes a remediation job template. So your workflow structure can look like this:

Trigger (Manual) → Task Agent → Approval → AAP Job Execution

Prerequisites

Before you build a workflow, ensure the following are configured:

  • An Ansible Automation Platform credential: You have configured an Ansible Automation Platform credential in Credentials. Required for workflows that run job templates.
  • An LLM provider credential: You have configured an LLM provider credential in Credentials. Required for workflows that use Task Agent nodes.
  • A Model Context Protocol (MCP) server integration: The MCP server integration your workflow uses shows an Available status in Integrations. Required for Task Agent nodes to interact with external systems.
  • The credential:use permission: Your account has the credential:use permission. If you can configure credentials but cannot select them in workflow steps, ask your administrator to assign it.
  • A project: You have access to a project. You can use the default project or create one in the builder. Assign any integrations that your workflow uses to the same project.