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Your First Workflow

Let’s walk through a practical example that showcases Maia’s capabilities: researching CRM tools and creating a comparison document.
1

Start a Conversation

Open Maia and describe what you need:
Research the top 5 CRM tools for a bakery business 
and create a comparison PDF with pricing and key features.
Maia will acknowledge your request and start building a strategy.
2

Review the Plan

Maia presents a visual workflow showing:
  • Web Research: Search for “best CRM for bakeries”
  • Data Collection: Visit product pages and gather information
  • Comparison Analysis: Structure findings into a table
  • Document Generation: Create a styled PDF presentation
You’ll see each step connected in a logical flow.
3

Execute

If you have already provided enough detail, Maia will automatically run the workflow. Otherwise, you can confirm by saying something like:
Looks great! Run it.
or using the “Run Workflow” button, located bottom left corner of the board.Maia will then begin execution. You’ll see real-time updates as each agent:
  • Searches multiple sources simultaneously
  • Extracts relevant information
  • Compiles comparison data
  • Generates your PDF
4

Review Results

Within minutes, you’ll receive:
  • A polished PDF comparison document you can download
  • Source links for verification
  • A workflow you can run again, or deploy for scheduled automation

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What Just Happened?

Behind the scenes, Maia:
  1. Analyzed your request to understand the goal
  2. Planned a multi-step research and creation workflow
  3. Instructed multiple agents to work in parallel
  4. Searched the web with multiple query strategies
  5. Extracted structured data from various sources
  6. Generated a professional document with proper formatting
All without you needing to:
  • Write any code
  • Configure integrations
  • Manage multiple tools
  • Copy and paste between applications

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Tips for Success

Be Specific About Your Goal

Instead of “research CRM tools,” say “research CRM tools for a small bakery with 10 employees that needs inventory tracking.”

Describe Your Current Process

Tell Maia how you currently do the task manually. This helps it understand the nuances and optimize the workflow.

Start Simple, Then Expand

Begin with a straightforward workflow. Once you see how Maia handles it, you can add complexity.

Review Before Automating

Run a workflow once manually to verify results. Then deploy it for scheduled automation.



Next: Learn About Planning & Workflows

Dive deeper into how to interact with Maia effectively