Workflow AI is an assistant designed to support you in building, refining, and managing workflows within the platform. Whether you’re creating new workflows or enhancing existing ones, Workflow AI provides step-by-step guidance, action suggestions, and optimization insights tailored to your objectives. By simply typing your desired outcome, Workflow AI presents a curated list of actions and triggers to help you achieve your goals with ease.
Key Features of Workflow AI #
- Assistance for New Users: If you’re new to workflows, Workflow AI provides the guidance you need to get started. Type in your objectives, and it will suggest the necessary actions and triggers while also offering configuration help. The AI assistant can even explain workflows and best practices, making the learning curve manageable.
- Step-by-Step Setup: Workflow AI guides you through each workflow-building step, ensuring you feel confident in every part of the process.
- Real-Time Assistance: Need clarification mid-process? You can ask Workflow AI any workflow-related question to get instant answers and best practice tips.
- Add and Configure Actions Easily: Workflow AI not only suggests actions like sending reminders or updating statuses but also helps you configure them. Just click on the recommended action, and it will guide you through adding and setting it up.
How to Use Workflow AI #
- Navigate to Workflows: Go to the Automation > Workflows section in your account, then select an existing workflow from the list or create a new one from scratch.
- Locate the AI Chat: Locate the Workflow AI chat icon in the bottom left corner of the workflow builder. Clicking it opens the chat box, where you’ll see several prompt cards to start the conversation.
- Begin the Conversation: Choose a card or simply start typing your query into the chat box.
Workflow AI Options #
- Edit This Workflow: Adds a prompt so you can instruct the AI helper to modify your workflow. Simply enter your desired change in the box.
- Describe this Workflow: Obtain a breakdown of the workflow name, triggers, actions, and key workflow settings to understand system workflows or workflows other team members have created.
- How Do I?: Click the “How Do I” tile to ask a question in the chat box for a more efficient interaction.
- Help with Error: If you’re getting an error message, this option helps you troubleshoot your workflow with the help of AI.
- Chat Mode: By selecting Chat Mode, you can talk and ask questions to the workflow’s AI without making changes to the workflow.
- Point & Edit or Ask: Lets you select multiple triggers and actions for the workflow AI to consider when providing insights, suggestions, and information.
As you interact with Workflow AI, it will suggest follow-up questions to deepen your understanding. You can provide feedback on its responses to help improve accuracy over time, and use the “Clear Chat” button to start a new conversation at any time. From helping you configure individual actions to enhancing the overall efficiency of your workflows, Workflow AI is your reliable partner in workflow management.
Frequently Asked Questions #
Why should I use Workflow AI? #
Workflow AI simplifies and speeds up the process of building and optimizing workflows by offering real-time suggestions and ensuring workflows are efficient and error-free.
Can Workflow AI handle complex workflows? #
Yes. Workflow AI is designed for both simple and complex workflows, providing guidance tailored to processes of any size or complexity.
Can I keep a record of my chat with Workflow AI? #
Yes, use the Export Chat button to download a copy of the conversation for easy reference whenever needed.
Where is the Workflow AI chat located? #
Look for the Workflow AI chat icon in the bottom left corner of the workflow builder; clicking it opens the chat box with prompt cards.
What is the difference between Chat Mode and editing the workflow? #
Chat Mode lets you ask questions without altering the workflow, while options like “Edit This Workflow” let the AI apply changes directly.
Can the AI help me troubleshoot errors? #
Yes. Use the “Help with Error” option to have the AI assist in diagnosing and resolving workflow error messages.
