Workflows 2.0, Enhanced Search, and Notification Improvements

Workflows 2.0

Workflows 2.0 introduces a new form factor and suite of capabilities which completely reshape how you build and manage automated analysis in Orion. Moving from opaque, single-artifact automations to a fully visible, flexible system.

Visual Workflow Builder Canvas

When you ask Orion to create or edit a workflow, a visual canvas now appears directly in the chat. See the full workflow structure as it's built, provide feedback in real time, and manage schedules, inputs, and outputs from the canvas at any time.

A button in the bottom-right corner opens any workflow back into chat so you can modify or troubleshoot it with Orion directly.

Decision Steps: LLM-Powered Branching Logic

Decision steps are the biggest new capability in Workflows 2.0. An LLM evaluates your analysis results and decides — per output — whether that step should run. For example: a workflow tracks revenue, and a decision step determines whether the movement warrants escalation.

If it does, a detailed report is generated and emailed to your team. If not, the workflow ends quietly — no report, no notification, no noise. Decisions can run before reports are generated (gating what gets produced) or after (reading a completed report before deciding whether to fire a Slack alert).

More Flexible Workflow Composition

Workflows no longer require a notebook. Build workflows that run entirely on metrics, combine multiple input types (metrics, notebooks, documents) across multiple analysis steps, and use decision gating to control which outputs run based on what the data shows.

New Output Types

• Podcast: Generate an audio overview as a workflow output. Customize the structure and tone through prompting. Podcasts must be played in the app — they are linked but not playable inline in email.
• Data Exports: Export analysis results as CSV, multi-sheet XLSX, or a ZIP bundle. Export steps support the same notification and decision gating as reports.

Composable, Multi-Channel Notifications

Notifications are now a dedicated step, giving you control over who gets what and when. Deliver any combination of reports and exports to Slack channels, emails, or user groups — configured independently per output, and conditionally gated by decision steps.

Improved Observability and Run History

The run history now shows execution times, any issues encountered, and latest results. See who last modified the workflow, review the full revision history, and trigger manual runs with real-time step-by-step progress in the canvas.

Workflow Notification Emails with Inline Previews

Workflow notification emails now include inline previews of generated artifacts, so you can see your analysis and reports directly in your inbox without opening the app.

Improvements

• Search filter pills now prioritize the most-used content types (Projects, Artifacts, Conversations) at the top for faster filtering

• Artifact results in search now display color-coded type badges (Report, Slides, Dashboard) for quicker visual scanning

• Backend stability improvements