SetFN
SetFNDocs2026년 9월 18일

Workflow Introduction

The Workflow plugin runs recurring business automation within SetFN without writing code (no-code). You can chain together actions like AI summarization, file saving, and sending notifications to run in sequence when a file is added or an email arrives, letting you automate internal business processes without an external automation service like Zapier.

Workflow Screen Layout

The Workflow plugin's left menu is divided into My Workflows, Team Workflows, and Execution History.

My Workflows list

ScreenDescription
My WorkflowsView and manage workflows you've created personally.
Team WorkflowsView and manage workflows shared and used by your team.
Execution HistoryCheck when a workflow ran and with what result.

Common Automation Examples You Can Build with Workflow

Manual Execution

Users can run a workflow directly whenever needed. This suits tasks the user needs to kick off at a time of their choosing, such as generating recurring reports, organizing search results, or converting files.

Scheduled Execution

You can run a workflow at a set time or on a recurring interval. This can be used for tasks like checking your inbox every morning, or collecting search results weekly to compile a report.

Webhook Execution

You can run a workflow when an external system sends a request. This is used to connect events from external services into SetFN's file saving, notification, and AI processing flows.

File Automation

You can run a workflow when a file is created or modified in a specific folder. For example, when a new PDF is uploaded, AI can summarize its content and save the result to a file such as output.md.

Email Automation

You can run a workflow triggered by an incoming email. For example, when a quote request email arrives, you can summarize its content and send a DM or notification to the person in charge.

Notification Automation

You can send the results of a workflow as a notification within SetFN. This lets users know right away when an important file has been created or an email matching certain conditions has arrived.

AI Automation

You can use AI prompt blocks to summarize or classify files, emails, and search results. This is useful for automatically processing material that would otherwise need to be read and organized repeatedly.

Search and Collection Automation

You can pull in external information using blocks such as Naver Search, Wiki Search, KIPRIS Search, and URL Collection. The information you gather can then be connected to subsequent steps such as an AI prompt, writing a file, or sending a notification.

Workflow Status

The workflow list lets you check each workflow's status and whether it's enabled.

Team Workflows list

StatusDescription
DraftA workflow that has not yet been activated.
ActiveA workflow that runs when its conditions are met.
InactiveA workflow that is saved but does not run.

Basic Usage Flow

  1. Create a new workflow under My Workflows or Team Workflows.
  2. Set up a trigger, choosing from Manual Execution, Schedule, Webhook, File Creation Detected, Modification Detected, or Email Received.
  3. Add the blocks you need.
  4. Test each step.
  5. Save your changes.
  6. Activate the workflow.
  7. After it runs, check the results in Execution History.

Good to Know

  • Team workflows can affect other users, so check the run conditions before activating.
  • Blocks that actually change data or send messages — such as file writes, sending mail, or sending DMs — should be activated only after testing.
  • The available blocks may vary depending on plugin settings and updates.