Tactical Workflow Builder

Welcome to the Tactical Workflow Builder.

Your hands-on playbook for creating high-performance AI workflows in V7 Go. Whether you’re building document processors, report generators, or decision-support tools, this guide will walk you through every critical step of designing modular, scalable, and audit-ready workflows.

This guide is structured across 10 key sections, from defining your output and property setup, to mastering prompt design, workflow logic, token optimization, and design strategies.

It combines practical examples, best practices, and real-world use cases from leading implementations across finance, compliance, real estate, and more.

At the end, we’ll walk you through an in-depth workflow build from start to finish.

You’ll learn how to:

• Build workflows that mirror complex business logic
• Extract structured data from unstructured content at scale
• Use V7’s tools (LLMs, Python, JSON, Collections, Automate) effectively
• Reduce cost, improve accuracy, and enable enterprise-grade QA

Each section is paired with video tutorials, tactical examples and design frameworks to get you building fast, with clarity and control.

Let's get started!

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Section 1: Start with the End in Mind - Define Your Output

Sections:

1. Start with the End in Mind — Define Your Output
2. Define Properties and Data Types
3. Select the Right Tool
4. Prompting Fundamentals
5. Working with Collections
6. Build Conditional Workflows Using Views
7. The Knowledge Hub
8. QA Process - How to Review a Workflow
9. Optimizing for Token Cost & Performance
10. Let’s Build a Workflow - Real Estate Offering Memorandums