Workflows
Overview
Section titled “Overview”Wilson supports two orchestration modes for complex financial tasks:
- Chains — Sequential tool pipelines. Step A → Step B → Step C → Step D. Deterministic, testable, and reproducible.
- Teams — Parallel agent execution. Multiple agents work on sub-tasks simultaneously and combine results.
Chains vs Skills
Section titled “Chains vs Skills”| Skill (SKILL.md) | Chain (YAML) | |
|---|---|---|
| What it is | Prompt instructions the agent follows | Multi-step orchestrated pipeline with specific tools per step |
| Execution | Agent improvises based on instructions | Deterministic steps with defined tools and system prompts |
| Testability | Harder (LLM is nondeterministic) | Easier (each step has defined inputs/outputs) |
| Value | ”Here’s how to do tax prep" | "Run this 4-step pipeline that scans, categorizes, flags, and generates” |
Workflow Packs
Section titled “Workflow Packs”Paid workflow packs bundle a chain YAML with a supporting SKILL.md. The chain provides the deterministic pipeline; the skill provides the domain knowledge. Both are needed.
Example: Tax Prep Workflow Pack
chains/tax-prep.yaml— 4-step chain (scan → categorize → flag → generate)skills/tax-prep/SKILL.md— Tax law knowledge, Schedule C rules, deduction categories- Use the full chain for comprehensive output, or just the skill for ad-hoc questions