Workflow Invocation & Configuration

Invocation Methods

Via Context Menu

1. Select one or more items in the Zotero item list
2. Right-click and select the Zotero Agents submenu
3. Choose a workflow from the list
4. If a configuration dialog appears, fill in the parameters and click Run

Via Dashboard

1. Open the Dashboard (toolbar button or menu)
2. Find the target workflow in the workflow list on the Home page
3. Click the Run button
4. If a configuration dialog appears, fill in the parameters and submit

Workflow Settings Dialog

Before running a workflow, a settings dialog may appear with the following configuration options:

Parameter Settings

Displays all configurable parameters declared by the workflow, varying depending on the workflow definition.

Provider Options

Option	Description
Backend selection	Choose the backend instance to execute this workflow
Model selection	The AI model to use (provided by the backend)
Mode settings	Run mode configuration
Reasoning Effort	Reasoning effort level (if supported by the backend)

Execution Modes

Mode	Description
auto	Automatic execution, no user intervention required
sync	Synchronous execution, wait for results
async	Asynchronous execution, runs in the background

SkillRunner Modes

For Skill-Runner backends:

Mode	Description
auto	Non-interactive execution, suitable for skills that don't require user input
interactive	Interactive execution, may require user input during execution

Execution & Monitoring

• After a task is submitted, you can view execution progress in the Dashboard
• Real-time status updates (queued → running → succeeded/failed/canceled)
• For interactive workflows, you can reply to tasks awaiting input in the sidebar
• Once execution completes, results are applied to Zotero via hook scripts

Notes

• Running a workflow for the first time may require backend configuration
• Some workflows may have specific input requirements (e.g., attachments must be selected)
• Interactive workflows require Zotero to remain running to handle user input