Run AI tasks from a workflow

The Create AI task step starts an AI agent from a workflow. The agent runs in the background with the tools you give it: a GitHub repository, connectors, skills, and your PostHog project. The workflow waits for the agent to finish, then continues with its result.

Use it when an event, webhook, or schedule should kick off work, not only a message. The agent can investigate a support ticket and tag it, open a pull request from a webhook, or review every trial account once a week.

Add the step

1. Open a workflow in the workflow builder and add a step.
2. Choose Create AI task.
3. Write the Instructions. You can reference the triggering event and person in them: A user with email {person.properties.email} hit {event.properties.error_message}.
4. Pick what the agent can use. All of these are optional:

Each task shows up in Tasks, where you can follow the agent's progress and read its output.

What happens while the agent works

The workflow run pauses at the step until the task finishes, for up to about 3 hours. When the task completes, the next step can use its result:

If the task fails or is canceled, or the wait runs out, the step fails. The step's On error setting decides what happens next. With Continue, the next step sees status (failed or cancelled) and error_message, so a condition step can route the failure to a Slack message or an email.

Get structured output

The agent can hand specific fields to later steps instead of one block of text.

1. On the Create AI task step, add an output variable.
2. Set the result path to output.<name>, for example output.verdict into a variable called verdict.
3. Ask for the field in the instructions: "Set verdict to spam or legitimate."

The variable's type (string, number, or boolean) tells the agent what to return. You can ask for up to 20 fields, and each text field holds up to 1,500 characters. If the agent finishes without filling a field, the step still completes, the variable stays empty, and the run log shows a warning.

Limits

A workflow can create 100 tasks in a rolling 24 hours, and a project 500 across all its workflows. A project admin can raise either in Settings → Workflows → AI task limits, up to 500 per workflow and 2,500 per project. Set a limit to zero to pause new tasks at that scope.

When a limit blocks a task, the step fails with the reason, and the workflow follows the step's On error setting.

Use cases

Each example is one workflow: a trigger, the AI task step, and what the agent hands back.

Triage a new support ticket

Trigger: New ticket created (support events)

Instructions: Read ticket {event.properties.ticket_id}. Decide whether it is spam. Look up the customer's recent errors and sessions in PostHog. Classify the ticket by team and priority, and write a short summary of what you found.

Then: Map output.team and output.priority to variables. An Update ticket step assigns the ticket from team and sets priority. A Slack step posts the summary in the team's channel.

Reply to an alert in its Slack thread

Trigger: Slack message received, filtered to your alerts channel and top-level messages only

Instructions: You are the first responder for this alert. Read the runbook for the alerting service in the runbooks repository, check the service's metrics and logs in PostHog, and reply with whether the alert is real, how severe it is, and the most likely cause. Reply with your best assessment quickly rather than waiting for certainty.

Options: Set Repository to your runbooks repository. Leave Reply in the Slack thread on so the assessment lands in the thread and on-call can ask follow-up questions there.

Open a pull request from a webhook

Trigger: Webhook, called by a meeting notes tool, a form, or your own service

Instructions: Fetch the meeting with id {event.properties.note_id} through the connector. Summarize the notes and transcript. Add the summary as a new file under meetings/ in the repository, then open a pull request.

Options: Set Repository to the target repo and add the tool's MCP server under Connectors. Map pr_urls to a variable and post it with a Slack step.

Enrich a record when it is tagged

Trigger: An event that marks a record as needing attention, for example a custom account_tag_added event with tag equal to needs_coverage

Instructions: Work out which region this account belongs to from the countries of its active users in the last 30 days. Set region to one of emea, amer, or apac.

Options: Set PostHog access to Full access if the agent should apply the tag or property itself. Otherwise map output.region to a variable and let an Update person properties step write it. Mask the trigger for an hour per account so two tags landing together start one task.

Review each trial account every week

Trigger: Batch audience, the Trials ending this week cohort, on a weekly schedule. The workflow runs once per person in the audience.

Instructions: Review what {person.properties.email} did in the product over the last 30 days: which features they used, where they got stuck, and any errors they hit. Set plan_fit to good, unclear, or poor, and write two sentences a salesperson can open the call with.

Options: Map output.plan_fit and final_message to variables. A condition step routes poor fits to a Slack step for the sales channel, and an Update person properties step stores the note. Keep the audience under the daily limit.

Tips for better instructions

• Pass the event in. {event.properties.ticket_id} or {person.properties.email} gives the agent the record to work on. Without it, the agent works from your text alone.
• Say what done looks like. "Reply in the thread with severity and likely cause" beats "investigate the alert."
• Name the fields you want back. If a later step branches on the result, ask for it as an output field, not as prose.
• Fence off side effects. "Do not send email or start another workflow" keeps a full-access agent inside its job.
• Put shared instructions in a skill. A skill can be updated once and every workflow that uses it picks up the change.