Build a Workflow by Describing It to the AI Builder

The AI Builder turns a plain-language request into a complete workflow draft: trigger, actions, waits, and branches. You then review it and adjust, which is usually much faster than assembling every step by hand.

Where to start it

• On Automation > Workflows, click Build using AI and type your request.
• Inside a new, empty workflow, use the prompt box on the canvas. You can dictate instead of typing.
• Open the AI chat assistant from within the builder and ask it to create the automation.

Create your first AI workflow

1. Write what you want, including the event, the messages, timing, and any apps involved. For example: "When someone books a consultation, text them a confirmation, wait one day before, and email a reminder."
2. Optionally mention the workflow name or settings, such as re-entry, stop on response, business hours, or sender details.
3. Click Build Workflow (or press send) and wait a few moments while it generates.
4. Review the result on the canvas and open each step to confirm the content.
5. Save and test before you publish.

Refine the draft

• Chat edits: ask for changes in everyday words, such as "make that wait 48 hours" or "rename and turn off re-entry." It remembers the conversation.
• Point and edit: select a specific step or group of steps and tell the AI what to change, leaving other steps untouched.
• Chat only: brainstorm ideas without altering the canvas.

If a prompt takes too long, shorten it and try again.

Good to know: Specific prompts produce better drafts, so name the trigger, the timing, and the channel for each message.