Generate Workflows with AI
Describe what you want to automate and let AI build the workflow for you. No manual node configuration needed.
How It Works
Natural Language Input
Instead of dragging nodes:
- Describe your workflow in plain English
- AI analyzes your requirements
- Generates complete workflow
- You review and customize
What AI Creates
AI generates:
- Appropriate nodes
- Connection logic
- Variable mappings
- Error handling
- Test data
Starting Generation
From Dashboard
- Click + New Workflow
- Select Generate with AI
- Enter your description
- Click Generate
From Editor
- Open any workflow
- Click AI Assistant (sparkle icon)
- Select Generate Workflow
- Describe what you need
Writing Good Prompts
Be Specific
Less effective:
"Send emails"
More effective:
"When a new user signs up, send them a welcome email with their name, then add them to our Mailchimp list"
Include Context
Mention:
- Trigger event
- Actions to perform
- Conditions/filters
- Output destination
Example Prompts
Marketing Automation:
"When someone fills out the contact form, check if they're an existing customer in Salesforce. If yes, update their record. If no, create a new lead and notify the sales team on Slack."
Data Sync:
"Every hour, get new orders from Shopify, add the customer data to our Airtable database, and create a summary report in Google Sheets."
Support Workflow:
"When a support ticket is created in Zendesk with priority 'high', send a Slack message to the support-urgent channel and create a task in Asana for follow-up."
Review Process
Generated Output
After generation, you'll see:
- Visual workflow diagram
- Node explanations
- Suggested improvements
- Confidence score
Making Adjustments
You can:
- Edit any node
- Add/remove nodes
- Change connections
- Modify variables
Regenerate Options
If not satisfied:
- Refine - Add more details
- Regenerate - Try again
- Start over - New prompt
AI Capabilities
What AI Does Well
- Standard integrations
- Common patterns
- Logical flow design
- Best practice structure
Current Limitations
- Complex custom logic
- Niche integrations
- Domain-specific rules
- Real-time data access
Tips for Best Results
1. Start Simple
Begin with straightforward workflows, add complexity later.
2. Use Known Integrations
AI works best with popular services (Slack, Google, etc.).
3. Review Carefully
Always verify:
- Correct integrations selected
- Logic makes sense
- Variables mapped correctly
4. Iterate
Use multiple generations to refine until perfect.
Generated Workflow Examples
Lead Capture
Prompt: "Capture leads from my website form, score them based on company size, and route high-value leads to sales"
Generated:
- Webhook trigger (form submission)
- Conditional node (check company size)
- Branch A: High-value → Create Salesforce lead, Slack notification
- Branch B: Standard → Add to Mailchimp nurture campaign
Content Publishing
Prompt: "When I publish a blog post in WordPress, share it to Twitter, LinkedIn, and our Discord community"
Generated:
- Webhook trigger (WordPress publish)
- Format content node (extract title, excerpt, URL)
- Parallel branch: Twitter, LinkedIn, Discord posts
- Log results
After Generation
Save Your Workflow
- Review the generated workflow
- Make any needed adjustments
- Click Save
- Name your workflow
Test Before Publishing
- Click Test Run
- Provide sample data
- Verify results
- Fix any issues
Next Steps
- AI Overview - All AI features
- Generate Forms - AI form creation
- Available Models - AI model options