Workflows from Graph AI

Graph AI answers questions about your spend, and it can also act on them. Ask it for a change, such as “open a Jira ticket for this anomaly”, and it hands the work to a workflow. The workflow makes the change after an admin or organization owner approves it on the run page. This works the same way in the CostGraph app’s Graph AI chat, in Slack, and from a coding agent connected over MCP.

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From request to run

1. You ask Graph AI for a change. It reads what the change involves first, such as the budget or report you named, so the workflow knows the exact record and its current state.
2. Graph AI checks that you want it to go ahead.
3. It starts a workflow run with a name and a description of the work, including the records, ids, and numbers it found. The run starts right away and runs once.
4. The workflow plans the change and waits for approval on the run page.
5. After approval, CostGraph applies the change, reads the record again to confirm it took effect, and records the result.

A run Graph AI starts always asks before every change. It can make any change on What workflows can change that your connected tools support. The run appears under Workflows like any other, with its own goal.

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In the app

In Graph AI chat, the run shows as a card with its name, status, and live steps. When a change waits for approval, click Review and approve to open the run page. Click View run to follow it at any time.

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In Slack

Graph AI shares the run link in the thread, then follows the run there:

• When a step finishes, with its summary and any links, such as a ticket or a pull request.
• When the run waits for someone to approve a change, with a link to review it.
• When the run finishes, with its summary.

Approve changes on the run page in CostGraph, not in Slack. If a run goes on for a long time, Graph AI stops following it and posts a link to the run.

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From MCP

A coding agent connected over MCP uses two tools:

• startWorkflowRun starts a run and returns its id and link.
• getWorkflowRun reads a run’s status, summary, and steps, with links to the tickets, reports, or pull requests it created, and whether it waits for approval.

Your agent can call getWorkflowRun again to check on the run. Share the run link with an admin or organization owner to approve the change.

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Roles

Only admins and organization owners can start a workflow from Graph AI. For anyone else, Graph AI changes nothing and replies with a link to New goal in CostGraph, so an admin can set up the work. Reading a run with getWorkflowRun works for any member of the tenant.

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Billing

On Slack and MCP, Graph AI needs active billing on your tenant, and its requests are billed as AI assistant requests. See Billing.

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Next steps