Workflow AI Assistant

1. Using the AI Assistant

• 1. Navigate to Automation > Workflows.
• 2. Click 'Create Workflow' and select 'Generate with AI'.
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• 3. A prompt box will appear.

2. Writing Your Prompt

• 1. Describe your desired automation clearly.
• Example: 'When a new lead fills out the Contact form, send them a welcome SMS, wait 1 day, and send a follow-up email.'
• 2. Click 'Generate'.
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3. Review and Publish

• 1. The AI will build the workflow canvas with all triggers and actions.
• 2. Review the steps, fill in any missing templates or specific form selections.
• 3. Toggle to 'Publish' and save.

Search Tags

• Tags: workflow ai, generate workflow, automation assistant, ai builder