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Automations basics

How to create a workflow by describing it to the AI

Go to Automation › Workflows, click Build using AI, describe in plain language what you want ("when someone fills out the form, send a welcome email and notify the team") and click Build Workflow. Review the result in the builder, ask for tweaks in the AI chat and publish.

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Before you start

  • First write down, in one sentence, what you want: what starts the workflow (trigger), what should happen and in which order, plus details like wait times, the workflow name and sending hours.
  • The more specific the prompt, the better the result. Example: "When someone submits the Quote form, send a welcome email, wait 1 day and send an SMS asking if they have questions."
Where to find it

Automation › Workflows › Build using AI

Step by step

Create the workflow

  1. Open Automation › Workflows and click Build using AI. (Alternatively, create a workflow from scratch and use the AI prompt box shown in the builder, or the AI chat assistant inside the builder.)
  2. Type the prompt in your own words, or pick one of the suggested prompt templates. You can also dictate it by voice.
  3. If you like, include the workflow name and settings (e.g. "don't allow re-entry", "only send Monday to Friday 9 AM–6 PM", "stop on response").
  4. Click Build Workflow and wait; the AI shows its progress step by step.
  5. The workflow opens in the builder with a summary of what was created. Review the trigger, each action and the settings.

Refine with the AI

  1. In the AI chat inside the builder, describe the change and its scope: "change the wait to 48 hours", "add a 'website-lead' tag after the email", "change the sender of all emails to hello@mybusiness.com".
  2. The AI changes only the steps you named; everything else stays the same. You can ask for several changes in one sentence.
  3. To undo an AI change, press Ctrl+Z (Cmd+Z on Mac); to redo, Ctrl+Y (Cmd+Y).
  4. When you're happy with it, click Publish.

Tips

  • Always state the scope of a change: "in all email actions", "only in the second SMS". Without it, the AI may change more (or less) than you intended.
  • The AI can edit If/Else and Wait steps (conditions, branches, duration) and link data between steps (e.g. "use the AI output in the email body").
  • If you ask for help instead of changes ("how does Wait work?"), the AI answers without touching the workflow.
  • Open and check every action before publishing: the AI builds the structure, but the message texts and the fields chosen are your responsibility.

Common problems

  • The AI takes too long or doesn't finish → Simplify the prompt (fewer steps at once) and try again. Then add the rest in parts.
  • The workflow it built isn't what I asked for → The prompt was vague. Describe the trigger, the actions in order and the timings. Ask for corrections in the chat instead of starting over.
  • The AI changed actions I didn't want changed → Press Ctrl+Z to undo and repeat the request stating the exact scope.
  • I asked to start over and lost what I had → When you ask for a new workflow on a canvas that already has content, the AI asks for confirmation. Use version history to recover the previous one.

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