Run and review Metal AI workflows

Workflows automate multi-step research — screening targets, gathering data, drafting work product — so your team doesn’t do it by hand. Open Workflows in the sidebar to see the ones available to you.

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Run a workflow

You can also start workflows from resource pages when the workflow is meant to run against a specific company, deal, or project. Look for Run Workflow on the company, deal, or project page, then choose the workflow and provide its inputs.

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Run a comparable-company workflow

Comparable-company workflows, sometimes called comparable-deals workflows, are configured for specific organizations. They do not appear as a separate default section for every customer. If your organization has one configured:

1. Open Workflows from the sidebar, or open the relevant company, deal, or project page and click Run Workflow.
2. Select the comparable-company workflow.
3. Provide the required inputs. These usually include the target company or deal, and may include documents, folders, or scoring context depending on how your workflow is configured.
4. Open the run page to watch progress and review the output.

If you do not see the workflow, it usually means one of these is true:

• The workflow has not been configured for your organization yet.
• You do not have permission to see or run it.
• The workflow is private, unpublished, or tied to an event/email trigger rather than manual runs.

Ask your Metal admin or Metal contact to confirm the workflow is configured, published, and shared with the right users.

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Review results

On a run page you’ll find:

• A Steps tab showing each step as it runs.
• An Output tab with the result once the run completes (it opens automatically).
• Downloadable artifacts, including an Output report where applicable.

Find past runs under Recent Runs on the Workflows page.

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Run canvas

Workflows that use conditional branch steps are drawn on a canvas that lays each arm out as its own lane. The lane the run took is drawn normally; the arm that was not taken is dimmed, along with the edges into it, so you can see at a glance which path the workflow chose. Steps in the dimmed arm are marked as skipped, and you can still open them to see what they would have run. Click any card — including a skipped one — to open its details in a pane beside the canvas without collapsing the rest of the run.

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Run workflows from MCP

If your admin has enabled the Metal MCP server, an MCP-compatible assistant can run the same workflows you can access in the app. Ask the assistant to:

1. Use list_workflows to find the comparable-company workflow.
2. Use get_workflow to inspect the required input schema.
3. Use run_workflow with the required inputs.
4. Use get_workflow_run to poll the run and read the output, artifacts, and citations.

MCP access follows your Metal user permissions. If the assistant cannot find the workflow, confirm that you can see and run it in the Metal app first.