AI Workflow Builder
Describe what you want in plain English and let AI build your workflow automatically.
Overview
The AI Builder lets you create workflows using natural language. Instead of manually selecting triggers, conditions, and actions, simply describe what you want to automate and the AI will generate the workflow for you.
Access the AI Builder from Workflows > AI Builder.
How to Use
- 1
Describe Your Workflow
Type a description of what you want to automate in the input box.
- 2
Review Generated Workflow
The AI will generate a workflow with triggers, conditions, and actions.
- 3
Refine If Needed
Make manual adjustments or provide additional instructions.
- 4
Save & Activate
Save the workflow and turn it on to start automating.
Example Prompts
"When a new lead is created, send them a welcome SMS"
"Send an appointment reminder 24 hours before the scheduled time"
"Notify me via email when a buyer's balance drops below $50"
"When a lead cannot be sold, add them to the 'Unrouted Leads' group"
Tips for Better Results
Be Specific
Include details like timing, conditions, and exact actions.
Use Simple Language
Describe what you want in everyday terms.
One Workflow at a Time
Focus on one automation per prompt for best results.
Review Before Activating
Always check the generated workflow before turning it on.