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Automation & AI

AI Creator

Describe an automation in plain English and get a drafted workflow the team can review, edit, and open in the builder.

At a glance

The numbers on your screen, explained

What each AI Creator number means and where it comes from — so you know where to act.

AI prompts18 / 1,500
used this month

AI workflow generation prompts used compared with the workspace prompt limit.

Drafted workflows5
from prompts

Workflow drafts created from plain-English prompts during the current month.

Review notes3
needs review

Warnings or setup notes returned with generated drafts for the team to review before saving.

Published drafts2
now active

AI-created workflow drafts that were reviewed, edited, and published for use.

Sample numbers from a demo workspace.

Prompt

Start from the process you would explain to a teammate

The creator accepts a plain-English brief such as overdue invoice follow-up or low-stock owner notification, then drafts a workflow structure from that intent.

  • Prompt examples help users get started
  • Usage shows prompts used versus the plan limit
  • Generation is disabled when AI is not available

Review

Inspect the generated trigger, steps, summary, and warnings

Generated workflows show the trigger, step list, AI summary, and review notes so the user can understand what was drafted before creating it.

  • Review trigger and step labels before saving
  • Warnings call out assumptions or missing setup
  • Start over if the brief needs to be rewritten

Edit

Open the draft in Workflow Builder

AI creates a starting point, not a locked process. The user can open the generated workflow in the builder and adjust rules, steps, approvals, and settings.

  • Generated content remains editable
  • Teams can add approvals, delays, branches, and actions
  • The final workflow still follows normal save and publish controls

Everything included

Everything in AI Creator

Use it for message drafts, workflow outlines, summaries, and reusable content preparation.

Plain-English prompts

Describe the desired workflow in normal business language.

Workflow draft

Create a draft trigger and step sequence from the prompt.

Preview before saving

Review the generated structure, summary, and warnings before opening it in the builder.

Example prompts

Use suggested prompts to model common automation requests.

Prompt usage

Show monthly AI prompt usage and plan limits in the creator.

Builder handoff

Open the generated draft in Workflow Builder for normal editing and publishing.

How it works

AI Creator, step by step

  1. 01

    Describe the workflow

    Write what should happen, when it should happen, and any review or message requirements.

  2. 02

    Generate the draft

    AI returns a suggested trigger, steps, plain-language summary, and review notes.

  3. 03

    Review assumptions

    Check warnings, names, actions, and whether any integration or approval setup is needed.

  4. 04

    Open and refine

    Move the draft into Workflow Builder and edit it before publishing.

FAQ

AI Creator questions

Can’t find what you need? Our team is happy to help.

No. The AI Creator drafts a workflow and opens it for review. The team still controls editing, saving, testing, and publishing.

Include the business event, the customer or record criteria, the action to take, timing, and whether approval is required.

Use Start Over or open the draft in Workflow Builder and add the missing condition, delay, approval, or action manually.

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