[Workflows][9.3 & Serverless] Merges all workflow docs #4758

nastasha-solomon · 2026-01-22T15:00:47Z

Summary

Fixes #4647: merges all workflow docs for 9.3 and the serverless release happening the week of Jan 27th.

Note: Docs for the advanced setting are published here. The applies_to tag indicates that the advanced setting is available in tech preview for Serverless and 9.3.

Generative AI disclosure

Did you use a generative AI (GenAI) tool to assist in creating this contribution?

Yes
No

## Workflows [9.3 & Serverless][Phase 1] Resolves #4658 ## Generative AI disclosure 1. Did you use a generative AI (GenAI) tool to assist in creating this contribution? - [x] Yes - [ ] No Tool(s) and model(s) used: Cursor, claude-4.5-opus-high Preview: <img width="269" height="692" alt="image" src="https://github.com/user-attachments/assets/75e1062f-57fe-4a7b-8c18-6727352c6b3f" />

## Summary Follow-up to #4709. This PR adds frontmatter to workflow pages. ## Generative AI disclosure  1. Did you use a generative AI (GenAI) tool to assist in creating this contribution? - [ ] Yes - [x] No

## Summary  Created a section for templates and included a reference to https://github.com/elastic/workflows/. <img width="600" height="535" alt="Screenshot 2026-01-21 at 7 22 13 PM" src="https://github.com/user-attachments/assets/dbb26384-9986-48f0-98d0-c84bc6a86575" /> ## Generative AI disclosure  1. Did you use a generative AI (GenAI) tool to assist in creating this contribution? - [x] Yes - [ ] No  Cursor, claude-4.5-opus-high

github-actions · 2026-01-22T15:02:17Z

Vale Linting Results

Summary: 1 warning, 9 suggestions found

⚠️ Warnings (1)

File	Line	Rule	Message
explore-analyze/workflows/templates.md	17	Elastic.EndPuntuaction	Don't end headings with punctuation.

💡 Suggestions (9)

File	Line	Rule	Message
explore-analyze/workflows.md	23	Elastic.WordChoice	Consider using 'efficient, basic' instead of 'simple', unless the term is in the UI.
explore-analyze/workflows.md	107	Elastic.Repetition	"to" is repeated.
explore-analyze/workflows/data.md	148	Elastic.WordChoice	Consider using 'run, start' instead of 'execute', unless the term is in the UI.
explore-analyze/workflows/data.md	174	Elastic.WordChoice	Consider using 'run, start' instead of 'execute', unless the term is in the UI.
explore-analyze/workflows/data.md	199	Elastic.Wordiness	Consider using 'continue' instead of 'Continue on'.
explore-analyze/workflows/get-started.md	157	Elastic.WordChoice	Consider using 'refer to (if it's a document), view (if it's a UI element)' instead of 'see', unless the term is in the UI.
explore-analyze/workflows/setup.md	35	Elastic.Repetition	"to" is repeated.
explore-analyze/workflows/setup.md	36	Elastic.Repetition	"to" is repeated.
explore-analyze/workflows/steps.md	57	Elastic.Wordiness	Consider using 'also' instead of 'In addition'.

The Vale linter checks documentation changes against the Elastic Docs style guide.

To use Vale locally or report issues, refer to Elastic style guide for Vale.

github-actions · 2026-01-22T15:03:12Z

🔍 Preview links for changed docs

More links …

explore-analyze/toc.yml

## Summary  Fixes #4762: Adds docs for turning on workflows and granting role access to the feature. <img width="1472" height="957" alt="Screenshot 2026-01-22 at 1 47 02 PM" src="https://github.com/user-attachments/assets/9bffada1-8f92-406e-9957-55327c3599a7" /> ## Generative AI disclosure  1. Did you use a generative AI (GenAI) tool to assist in creating this contribution? - [x] Yes - [ ] No  Cursor, claude-4.5-opus-high

explore-analyze/workflows/setup.md

## Workflows [9.3 & Serverless][Phase 1] Resolves #4652: documents the Triggers section and the Core components overview page. ## Previews * [Core components](https://697205794aca061660bbd0dc--pr-4696-preview.netlify.app/explore-analyze/workflows/core-components/) * [Triggers](https://697205794aca061660bbd0dc--pr-4696-preview.netlify.app/explore-analyze/workflows/triggers/) * [Manual triggers](https://697205794aca061660bbd0dc--pr-4696-preview.netlify.app/explore-analyze/workflows/triggers/manual-triggers/) * [Scheduled triggers](https://697205794aca061660bbd0dc--pr-4696-preview.netlify.app/explore-analyze/workflows/triggers/scheduled-triggers/) * [Alert triggers](https://697205794aca061660bbd0dc--pr-4696-preview.netlify.app/explore-analyze/workflows/triggers/alert-triggers/) To find these pages in the left nav, go to Elastic Docs > Explore and analyze > Workflows NOTE: * These previews are static deployments generated via netlify – they won't get auto-updated when new commits are pushed to the PR. * These previews are deployments of the Explore and analyze section – pages outside of this section are not available to preview. ## Generative AI disclosure  1. Did you use a generative AI (GenAI) tool to assist in creating this contribution? - [x] Yes - [ ] No Tool(s) and model(s) used: Cursor, claude-4.5-opus-high

explore-analyze/workflows/setup.md

Co-authored-by: natasha-moore-elastic <137783811+natasha-moore-elastic@users.noreply.github.com>

explore-analyze/workflows/triggers.md

## Summary  Fixes #4650: Adds introductory material, including an overview of workflows and a tutorial for getting started. ## Previews * [Workflows](https://69724b9b2b4de80f30c62781--pr-4696-preview.netlify.app/explore-analyze/workflows/) * [Get started with workflows](https://69724b9b2b4de80f30c62781--pr-4696-preview.netlify.app/explore-analyze/workflows/get-started/) To find these pages in the left nav, go to Elastic Docs > Explore and analyze > Workflows NOTE: * These previews are static deployments generated via netlify – they won't get auto-updated when new commits are pushed to the PR. * These previews are deployments of the Explore and analyze section – pages outside of this section are not available to preview. ## Generative AI disclosure  1. Did you use a generative AI (GenAI) tool to assist in creating this contribution? - [x] Yes - [ ] No  Tool(s) and model(s) used: Cursor, claude-4.5-opus-high --------- Co-authored-by: Visha Angelova <91186315+vishaangelova@users.noreply.github.com>

## Summary  Fixes #4654. - The "Data and error handling" page covers the general flow of data through workflows, error handling, and how to insert dynamic values with templating. - The "Templating engine" page covers what the workflow templating engine is. It describes templating engine syntax, provides examples of how to apply templates, and explains how templates process data structures, nested objects, and arrays. ## Previews * [Data and error handling](https://697246913eb003e52c9e09cd--pr-4696-preview.netlify.app/explore-analyze/workflows/data/) * [Templating engine](https://697246913eb003e52c9e09cd--pr-4696-preview.netlify.app/explore-analyze/workflows/data/templating/) To find these pages in the left nav, go to Elastic Docs > Explore and analyze > Workflows NOTE: * These previews are static deployments generated via netlify – they won't get auto-updated when new commits are pushed to the PR. * These previews are deployments of the Explore and analyze section – pages outside of this section are not available to preview. ## Generative AI disclosure  1. Did you use a generative AI (GenAI) tool to assist in creating this contribution? - [x] Yes - [ ] No  Cursor, claude-4.5-opus-high --------- Co-authored-by: Visha Angelova <91186315+vishaangelova@users.noreply.github.com> Co-authored-by: natasha-moore-elastic <137783811+natasha-moore-elastic@users.noreply.github.com>

explore-analyze/workflows.md

## Summary Fixes the following issues: - #4651: Describes the YAML editor interface, which you use to create, run, and validate workflows. - #4656: Describes how to monitor executed workflows and troubleshoot failures. - #4655: Explains how to manage workflows from the **Workflows** page. ## Previews * [Author workflows](https://69724941383e8dedebb0e0e7--pr-4696-preview.netlify.app/explore-analyze/workflows/author-workflows/) * [Monitor and troubleshoot workflows](https://69724941383e8dedebb0e0e7--pr-4696-preview.netlify.app/explore-analyze/workflows/monitor-troubleshoot/) * [Manage workflows](https://69724941383e8dedebb0e0e7--pr-4696-preview.netlify.app/explore-analyze/workflows/manage-workflows/) To find these pages in the left nav, go to Elastic Docs > Explore and analyze > Workflows NOTE: * These previews are static deployments generated via netlify – they won't get auto-updated when new commits are pushed to the PR. * These previews are deployments of the Explore and analyze section – pages outside of this section are not available to preview. ## Generative AI disclosure  1. Did you use a generative AI (GenAI) tool to assist in creating this contribution? - [x] Yes - [ ] No  Cursor, claude-4.5-opus-high

nastasha-solomon · 2026-01-27T23:56:02Z

explore-analyze/workflows/get-started.md

+  with:
+    message: |-
+      Found {{ steps.search_park_data.output.hits.total.value }} parks in category "canyon".
+      Top results: {{ steps.search_park_data.output.hits.hits | json(2) }}


The following validation warning was returned for the {{ steps.search_park_data.output.hits.total.value }} variable:

Variable steps.search_park_data.output.hits.total.value cannot be validated, because it's type is unknownvariable-validation (property) steps.search_park_data.output.hits.total.value: unknown

As per this comment by @jamesspi this can be doc'd as a known issue and is safe to ignore for 9.3. @florent-leborgne I'm considering adding this known issue to the Kibana release notes for visibility -- sans a link to a GH issue since I'm not sure if there's one atm. Let me know if you think it's more appropriate to include in the feature docs instead or in both places.

nastasha-solomon · 2026-01-28T00:00:38Z

explore-analyze/workflows/get-started.md

+      - name: process-item
+        type: console
+        with:
+          message: "{{foreach.item._source.name}}"


The following validation warning was returned for the {{foreach.item._source.name}} variable:

Variable foreach.item._source.name cannot be validated, because it's type is unknownvariable-validation (property) foreach.item._source.name: unknown // Expected array for foreach iteration, but got unknown (unknown)

As per @jamesspi's comment, it's safe to ignore for 9.3. Same question about release notes @florent-leborgne.

## Workflows [9.3 & Serverless][Phase 1] Contributes to #4653: Documents the flow control steps overview and the pages for each flow control step type ## Previews * [Flow control steps](https://697385a70f0626825e3c43ab--pr-4696-preview.netlify.app/explore-analyze/workflows/steps/flow-control-steps/) * [If](https://697385a70f0626825e3c43ab--pr-4696-preview.netlify.app/explore-analyze/workflows/steps/if/) * [Foreach](https://697385a70f0626825e3c43ab--pr-4696-preview.netlify.app/explore-analyze/workflows/steps/foreach/) * [Wait](https://697385a70f0626825e3c43ab--pr-4696-preview.netlify.app/explore-analyze/workflows/steps/wait/) To find these pages in the left nav, go to Elastic Docs > Explore and analyze > Workflows NOTE: * These previews are static deployments generated via netlify – they won't get auto-updated when new commits are pushed to the PR. * These previews are deployments of the Explore and analyze section – pages outside of this section are not available to preview. ## Generative AI disclosure 1. Did you use a generative AI (GenAI) tool to assist in creating this contribution? - [x] Yes - [ ] No Tool(s) and model(s) used: Cursor, claude-4.5-opus-high

## Workflows [9.3 & Serverless][Phase 1] Contributes to #4653: Documents the steps overview page, the action steps page, and the pages for the action step categories (Elasticsearch, Kibana, external systems) ## Previews * [Steps](https://697240d0ab31a4d1b33d6251--pr-4696-preview.netlify.app/explore-analyze/workflows/steps/) * [Action steps](https://697240d0ab31a4d1b33d6251--pr-4696-preview.netlify.app/explore-analyze/workflows/steps/action-steps/) * [Elasticsearch action steps](https://697240d0ab31a4d1b33d6251--pr-4696-preview.netlify.app/explore-analyze/workflows/steps/elasticsearch/) * [Kibana action steps](https://697240d0ab31a4d1b33d6251--pr-4696-preview.netlify.app/explore-analyze/workflows/steps/kibana/) * [External systems and apps steps](https://697240d0ab31a4d1b33d6251--pr-4696-preview.netlify.app/explore-analyze/workflows/steps/external-systems-apps/) To find these pages in the left nav, go to Elastic Docs > Explore and analyze > Workflows NOTE: * These previews are static deployments generated via netlify – they won't get auto-updated when new commits are pushed to the PR. * These previews are deployments of the Explore and analyze section – pages outside of this section are not available to preview. ## Generative AI disclosure 1. Did you use a generative AI (GenAI) tool to assist in creating this contribution? - [x] Yes - [ ] No Tool(s) and model(s) used: Cursor, claude-4.5-opus-high

explore-analyze/workflows.md

natasha-moore-elastic · 2026-01-28T12:32:08Z

explore-analyze/workflows/get-started.md

+
+```yaml
+- name: bulk_index_park_data
+  type: elasticsearch.bulk


(Post-9.3) We should verify if both this example and the elasticsearch.bulk example in elasticsearch.md are correct, since their syntax after the index parameter doesn't match.

leemthompo · 2026-01-28T13:39:32Z

explore-analyze/workflows/steps.md

+
+Refer to [](/explore-analyze/workflows/steps/flow-control-steps.md) for more information.
+
+## AI steps


This could probably be a bit more concrete, I don't have the time to properly address this right now, but here's some ideas.

There are various steps to simplify interacting with actions and services that use AI, including Elastic Agent Builder.

For example:

You can use the ai.agent step to call a built-in or custom Elastic AI agent

There are various steps for common tasks using the AI connector. For example, use ai.prompt to send a prompt to an AI connector.

There are steps for working with popular LLM providers such as OpenAI, Gemini etc.

Elastic Agent Builder integration

In addition to calling your Elastic AI agents from within your workflows, your AI agents built with Elastic Agent Builder can also trigger workflows. To enable this, you must create a custom workflow tool type and assign it to an agent. The agent can then trigger the workflow from a conversation.

Learn more:

Working with agents within workflows

Custom workflow tools in Elastic Agent Builder

bmorelli25

Approving to unblock.

natasha-moore-elastic and others added 4 commits January 20, 2026 12:14

Merge main into workflows-9.3

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nastasha-solomon changed the title ~~Merges all workflow docs~~ [Workflows][9.3 & Serverless] Merges all workflow docs Jan 22, 2026

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[Workflows] Introductory material and foundational concepts #4713

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[Workflows] Data and error handling #4716

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[Workflows] Authoring, monitoring/troubleshooting, and managing #4718

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[Epic][Workflows][9.3 & Serverless][Phase 1]: Document key Workflow components and core capabilities #4647

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[Workflows][9.3 & Serverless] Merges all workflow docs #4758

[Workflows][9.3 & Serverless] Merges all workflow docs #4758

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		Refer to [](/explore-analyze/workflows/steps/flow-control-steps.md) for more information.

		## AI steps

[Workflows][9.3 & Serverless] Merges all workflow docs #4758

[Workflows][9.3 & Serverless] Merges all workflow docs #4758

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