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This article explains how to create, manage, and use workflows to standardize and operationalize AI-driven tasks.
Workflows allow you to define structured methodologies, expected deliverables, and quality criteria for reproducible and traceable analyses. you can think of this as standard operating procedures for the AI agent to deliver quality analyses.
In-built Maven Bio workflows include:
Search & Screen | Filtered entity lists with prioritization criteria |
Deal Intelligence | Transaction analysis with comparable deal terms |
NPV Analysis | Probability-weighted revenue models with sensitivity tables |
TPP Development | Target Product Profile comparison tables with min/target values |
Cross-Trial Comparison | Indirect comparison tables with efficacy/safety benchmarks |
Opportunity Assessment | Market sizing with TAM/patient population estimates |
Landscape Analysis | Competitive positioning narratives with strategic implications |
Asset Deep Dive | Comprehensive single-drug profiles (MOA, clinical, commercial) |
Company Profile | Pipeline, BD activity, strategy, and financials overview |
Indication Overview | Disease primers with pathophysiology and treatment algorithms |
Meeting Prep | Counterparty briefings with recent events and strategic priorities |
1. Accessing Workflows
Navigate to the left-hand toolbar and click on the Workflows option.
Or
Click “/” in the 'Assign a task to Maven Bio' field to access pre-built workflows.
2. Creating a New Workflow
Navigate to the left-hand toolbar and click on the Workflows option.
You will see three workflow categories:
My Workflows – Personal workflows visible only to you.
Organization Workflows – Shared workflows available to your team.
Maven Library – Predefined workflows created by Maven Bio.
Click Create Workflow.
You will enter a four-step workflow creation process.
Step 1: Workflow Details: In this section, you define the basic information for the workflow. Enter the Following:
Workflow Name – The title of your workflow.
Visibility – Select whether the workflow is:
Private
Organization-wide
Trigger Description – Provide instructions that help the agent determine:
When to trigger this workflow.
When to suggest using this workflow.
The trigger description should clearly describe the type of request or condition that activates the workflow. Once complete, click Next.
Step 2: Deliverables: In this section, define what the workflow should produce.
Select the Type from the dropdown menu. Available output types include:
Smart Table
Research Report
Excel Model
Financial Analysis
Graphics
PPTx
PDF
Free Text (Focused written analysis, typically 1–2 pages)
Enter the Name of the deliverable.
Add a Description explaining what the output should contain.
Optionally, upload a template.
Templates may include:
PPT formats
Structured documents with predefined sections
Financial model templates
Any reusable organizational format
Uploading templates allows you to create a standardized, living workflow aligned with internal formats.
Deliverable Configuration Options
For each deliverable, you can define whether it is:
Primary Output
Required Output
Both
None
After configuring deliverables, click Next.
Step 3: Methodology: In this section, outline the step-by-step process the agent should follow to execute the workflow and complete the task.
What to Include:
Sequential research steps
Data sources to consult
Analytical structure
Required calculations or frameworks
Any required logic flow
This methodology becomes the execution blueprint for the agent.
After adding methodology instructions, click Next.
Step 4: Quality Criteria: Define quality checks the agent must satisfy before completing the workflow.
In this section, you can add:
Specific validation requirements
Completeness checks
Formatting requirements
Data integrity checks
Structural expectations
The agent will ensure these criteria are met before finalizing the workflow output.
3. Saving and Publishing the Workflow
After completing all sections, you can:
Save as Draft – Workflow remains editable and inactive.
Publish – Workflow becomes active and available for use.
Toggle the workflow to Published to make it usable.
4. Using a Workflow
You can trigger a workflow directly from the Agent input box.
Type your query
Click or type / (forward slash).
Select your workflow from the dropdown list.
Submit your query.
The agent will execute the selected workflow according to the methodology and deliverables you defined.
When to Use Workflows
Use workflows when you need:
Standardized repeatable analysis
Team-wide SOPs for AI usage
Structured output formats
Controlled quality validation
Consistent deliverable templates
Workflows ensure structured execution, standardized outputs, and reproducibility across analyses.