Creating and managing workflows can often be a complex task, but with the Workflow AI Assistant, you gain a supportive guide to streamline the process. Designed to help from initial setup to refining existing workflows, Workflow AI provides step-by-step instructions, suggesting relevant actions, and offering optimization tips. This article explores the features and benefits of Workflow AI, along with a practical guide to get you started, plus essential FAQs.
How to Use Workflow AI
Access Workflow AI
Go to the workflows tab by clicking on automation in the left-side menu. Create a new workflow or open an existing one.
Open the builder, and locate the Workflow AI icon in the bottom-left corner. Click it to open the chat box.
Start Interacting
Choose from the available interaction options:
Analyze Workflow: Click “Describe this Workflow” for an overview of your current setup.
Assist with Building: Use “Assist with Building” for action and trigger suggestions.
Type a Question: Start a conversation by typing directly into the chat box.
3. Build Your Workflow
Describe your workflow goal, and Workflow AI will generate a list of recommended actions and triggers.
For example, if you need a workflow to send SMS reminders, Workflow AI will suggest actions like “Send SMS,” “Set Reminder,” and “Update Status.”
Workflow AI explains each recommended action, helping you understand how they contribute to the overall workflow.
4. Configure Suggested Actions
Workflow AI suggests where to place each action in your workflow. Once you confirm, simply click the “+” button next to the action to add it.
The added action will automatically open the sidebar, allowing you to customize settings, such as message content, timing, or recipient criteria.
5. Review Workflow Insights and Make Adjustments
Workflow AI offers insights on potential improvements, flagging areas where actions can be streamlined or optimized.
For complex workflows, Workflow AI can break down each segment, helping you understand its function and suggest adjustments for better efficiency.
6. Monitor Your Workflow with AI Recommendations
Workflow AI not only assists with creation but also provides ongoing suggestions for next steps. For instance, it might recommend adding a “Follow-Up Email” after a reminder SMS to improve engagement.
Additional Functions
Clear & Start New Chat: Start a new conversation by clicking “Clear Chat” at the top right of the chat box.
Export Chat: Click “Export Chat” to download the conversation for future reference, making it easy to review instructions or suggested actions.
Important Note: Each location (sub-account) receives 30 free daily credits, which reset every day. One credit equals one question asked to Workflow AI.
Key Features and Benefits
Guided Workflow Creation: Ideal for both beginners and experienced users, Workflow AI breaks down steps, helping you build workflows that suit your needs.
Streamlined Optimization: By scanning workflows for potential improvements, Workflow AI makes it easier to refine processes and keep workflows efficient.
Action Recommendations: Workflow AI suggests specific actions or triggers, helping you build workflows quickly and correctly.
Intuitive Question and Answer: Have questions while building? Workflow AI answers specific or general queries on workflows, best practices, and settings.
Progressive Suggestions: The assistant provides “next step” recommendations, ensuring a smooth progression in your workflow creation.
Pro Tips
Clear & Export Chat: Clear previous conversations anytime with “Clear Chat” or save the chat history with “Export Chat” for easy reference.
FAQs
Q: Can Workflow AI handle complex workflows?
A: Yes, Workflow AI is designed to assist with both simple and multi-layered workflows, adapting to your workflow complexity.
Q: How can I keep a record of my chat with Workflow AI?
A: Use the “Export Chat” feature to save a copy of your conversation for easy reference.
Q: Is Workflow AI available for everyone?
A: Yes, as long as you have access to workflows, you can use Workflow AI’s features.
