{"id":1031,"date":"2026-03-14T10:34:48","date_gmt":"2026-03-14T10:34:48","guid":{"rendered":"https:\/\/onesystemcrm.com\/help\/?post_type=docs&p=1031"},"modified":"2026-03-14T10:35:09","modified_gmt":"2026-03-14T10:35:09","password":"","slug":"workflow-ai-builder","status":"publish","type":"docs","link":"https:\/\/onesystemcrm.com\/help\/Supports\/workflow-ai-builder\/","title":{"rendered":"Workflow AI Builder"},"content":{"rendered":"

What is Workflow AI Builder?<\/strong><\/h2>\n

Workflow AI Builder converts natural\u2011language prompts into end\u2011to\u2011end workflows. It accelerates automation setup and reduces manual configuration by generating triggers, actions, and structure you can immediately review and customize.<\/p>\n

In OneSytem, Workflow AI Builder generates a full workflow from a clear prompt. You can start from multiple entry points, then adjust the result using conversational edits, point\u2011and\u2011edit selection, or chat\u2011only brainstorming.<\/p>\n

\n

Key Benefits of Workflow AI Builder<\/strong><\/h2>\n

Understanding the value helps you decide when to use AI versus manual building and how to combine both for speed and control.<\/p>\n

    \n
  • \n

    Speed:\u00a0<\/strong>Generate an entire workflow from a single prompt in seconds.<\/p>\n

    Note:\u00a0<\/strong>AI Builder now averages under 30 seconds for workflow generation (down from ~60 seconds), with no quality trade-off.<\/li>\n

  • \n

    Simplicity:<\/strong>\u00a0Use everyday language\u2014no need to remember specific triggers and actions.<\/p>\n<\/li>\n

  • \n

    Consistency:<\/strong>\u00a0Start with a structured draft, then iterate for accuracy.<\/p>\n<\/li>\n

  • \n

    Flexibility:<\/strong>\u00a0Edit with natural language or target specific steps visually.<\/p>\n<\/li>\n

  • \n

    Scalability:<\/strong>\u00a0Reuse prompt templates and best practices across teams.<\/p>\n<\/li>\n<\/ul>\n

    \n

    Entry Points<\/strong><\/h2>\n

    Knowing all the ways to open Workflow AI Builder saves clicks and helps you pick the fastest route based on your context. There are three ways to access the workflow AI builder:<\/p>\n

    Step1:\u00a0<\/strong>From the Workflow List Page<\/u><\/h3>\n

    Navigate to\u00a0Automation > Workflows<\/strong>\u00a0and click the\u00a0Build using AI<\/strong>\u00a0button. This opens a modal where you can enter your prompt.<\/p>\n

     <\/p>\n

    You can also click on\u00a0Create Workflow<\/strong>\u00a0and\u00a0S<\/strong>tart from Scratch<\/strong>\u00a0to go inside the Workflow Builder.<\/span><\/p>\n

    <\/span><\/p>\n

    Step2:\u00a0<\/strong>From the Prompt Box Inside Workflow Builder<\/u><\/h3>\n

    When creating a new workflow from scratch, you’ll find an AI prompt box in the workflow builder. Simply type your automation requirements there.<\/p>\n

    <\/p>\n

    Step3:<\/strong>\u00a0Using the AI Chatbot Assistant<\/u><\/h3>\n

    Inside the workflow builder, you can also use the AI chatbot assistant to help build your workflow.<\/p>\n

    <\/p>\n

    \n

    How to Build Your First AI Workflow<\/strong><\/h2>\n

    <\/h4>\n

    A structured path\u2014prompt, generate, review, and refine\u2014ensures the AI output aligns with your automation goals.<\/p>\n

    Step 1:<\/u><\/strong>\u00a0Enter Your Prompt<\/u><\/h3>\n

    Enter your prompt in any of the entry points mentioned above, or ask the chatbot to help build a workflow.\u00a0You have two options to get started:<\/p>\n

    1. Write your own custom prompt – Describe your automation needs in your own words<\/p>\n

    <\/p>\n

    2. Use the provided templates – Select from pre-written prompt templates available in the interface.<\/p>\n

    <\/p>\n

    <\/p>\n

     <\/p>\n

    Here are some example prompts you can use:<\/strong><\/p>\n

      \n
    • “Send a welcome email series when someone fills out my contact form”<\/li>\n
    • “Create a birthday reminder workflow that sends SMS greetings.”<\/li>\n
    • “Notify my team on Slack when a high-value opportunity is created.”<\/li>\n
    • “Follow up with webinar attendees 24 hours after the event.”<\/li>\n<\/ul>\n

      Step 2:\u00a0<\/u><\/strong>Generate the Workflow<\/u><\/h3>\n

      Click Build Workflow button or hit Send (depending on your entry point). You’ll see a loader while AI processes your request and builds the workflow.<\/p>\n

      While the loader runs, workflow generation typically completes in under 30 seconds on average<\/strong>. If it takes longer, try simplifying the prompt and generating again.<\/pre>\n
       <\/p>\n
      Note: <\/strong>Autosave is available for Workflow AI. When autosave is enabled, your AI-generated workflows are automatically saved the moment they're created and every subsequent edit you make through AI saves in the background.<\/span><\/pre>\n
      <\/h3>\n
      Step 3:<\/strong>\u00a0Review and Customize<\/u>
      \n<\/strong><\/h3>\n
      Once the AI completes building your workflow, you will get the summary of the workflow created as well apart from the automation:<\/p>\n
        \n
      • If you used entry point 1, you’ll be taken to the workflow builder<\/li>\n
      • If you used entry points 2 or 3, the workflow will be generated directly in your current builder view<\/li>\n<\/ul>\n
        <\/p>\n
        <\/p>\n
        You can then:<\/p>\n
          \n
        • Review the overall workflow structure<\/li>\n
        • Check individual trigger configurations<\/li>\n
        • Verify action settings and parameters<\/li>\n<\/ul>\n
          Step 4:\u00a0<\/strong>Edit Using AI<\/u>
          \n<\/strong><\/h3>\n
          After reviewing your workflow, you can make changes using natural language through the AI chatbot. Simply describe what you want to change, and the AI will update your workflow accordingly.<\/p>\n
          <\/span><\/p>\n
          \n
          What You Can Edit<\/strong><\/span><\/h2>\n
          The conversational editing feature currently supports:<\/p>\n
          Actions:<\/strong><\/p>\n
            \n
          • Add<\/strong>\u00a0<\/span>new actions anywhere in your workflow<\/li>\n
          • Remove<\/strong>\u00a0<\/span>unwanted actions (both single and multi-path)<\/li>\n
          • Replace<\/strong>\u00a0<\/span>existing actions with different ones<\/li>\n
          • Modify<\/strong>\u00a0<\/span>action configurations and settings<\/li>\n
          • Move<\/strong>\u00a0<\/span>actions to different positions in the workflow<\/li>\n<\/ul>\n
            Triggers:<\/strong><\/p>\n
              \n
            • Add<\/strong>\u00a0<\/span>additional triggers<\/li>\n
            • Remove<\/strong>\u00a0<\/span>existing triggers<\/li>\n
            • Replace<\/strong>\u00a0<\/span>triggers with different types<\/li>\n
            • Modify<\/strong>\u00a0<\/span>trigger configurations<\/li>\n<\/ul>\n
              Complex Edits:<\/strong><\/p>\n
                \n
              • Combine multiple changes in a single prompt.<\/li>\n<\/ul>\n
                Limitations:<\/strong><\/p>\n
                  \n
                • Modifying configurations inside multi path actions like if\/else and wait step with timeout, is coming soon.<\/li>\n<\/ul>\n
                  Example Edit Prompts\u00a0<\/strong><\/p>\n
                    \n
                  • “Add a 3-day wait between the welcome email and the follow-up”<\/li>\n
                  • “Replace the SMS action with a Slack notification”<\/li>\n
                  • “Remove the last email in the sequence.”<\/li>\n
                  • “Move the tag action to happen before sending the first email.”<\/li>\n
                  • “Change the trigger from form submission to contact created.”<\/li>\n
                  • “Add an if\/else condition to check if the contact has made a purchase.”<\/li>\n<\/ul>\n
                    Note<\/strong>: For multi-path deletion, the AI may ask clarifying questions to ensure the changes match your intentions.<\/pre>\n
                    \n
                    Point and Edit for Precise Control<\/strong><\/h2>\n
                    <\/h3>\n
                    For larger workflows where identifying specific actions becomes challenging, use the\u00a0<\/span>Point and Edit<\/strong>\u00a0<\/span>feature for precise control over your edits.<\/p>\n
                    How it works:<\/strong><\/p>\n
                      \n
                    1. \n
                      Click\u00a0Point and Edit<\/strong>\u00a0in the AI chatbot interface to activate selection mode.<\/p>\n
                      <\/li>\n
                    2. \n
                      Select Actions to Edit: click to select one, click multiple, or hold\u00a0Shift<\/strong>\u00a0and drag to select a range. Selected actions are highlighted.<\/p>\n
                      <\/li>\n
                    3. \n
                      Describe your change in the chat; AI applies it only to the selected steps.<\/p>\n
                      <\/li>\n<\/ol>\n
                      Example Point and Edit Scenarios:<\/strong><\/p>\n
                        \n
                      • Select 3 email actions in a sequence and say “Change all these to SMS messages<\/strong>“<\/li>\n
                      • Select a specific task action and say “Change the text to be more urgent<\/strong>“<\/li>\n
                      • Select multiple actions in a branch and say “Move all of these after the tag action<\/strong>“<\/li>\n
                      • Select a group of actions and say “Delete these selected actions<\/strong>“<\/li>\n<\/ul>\n
                        Benefits of Point and Edit:<\/strong><\/p>\n
                          \n
                        • Precision<\/strong>: Edit exactly what you want without affecting other parts<\/li>\n
                        • Visual Clarity<\/strong>: See what you’re editing before making changes<\/li>\n
                        • Efficiency<\/strong>: Make bulk changes to multiple selected actions at once<\/li>\n
                        • Reduced Errors<\/strong>: Eliminates confusion in complex workflows with similar actions<\/li>\n<\/ul>\n
                          Tip<\/strong>: Point and Edit is especially useful for workflows with 10+ actions or multiple branches where verbal descriptions alone might be ambiguous.<\/pre>\n
                          \n
                          Chat mode<\/strong><\/h2>\n
                          Chat Mode enables planning without building, so you can co\u2011design requirements with AI before committing changes.<\/p>\n
                          How to use Chat Mode<\/strong><\/p>\n
                            \n
                          • \n
                            Click\u00a0Chat Mode<\/strong>\u00a0in the AI panel to enable brainstorming mode.<\/p>\n<\/li>\n
                          • \n
                            Brainstorm with AI to plan triggers, actions, branches, and timing.<\/p>\n<\/li>\n
                          • \n
                            When ready, disable\u00a0Chat Mode<\/strong>\u00a0and ask AI to build the workflow.<\/p>\n<\/li>\n<\/ul>\n
                            <\/p>\n
                            Brainstorm with AI<\/strong><\/p>\n
                              \n
                            • Brainstorm first:\u00a0<\/strong>Decide what to build and make AI your brainstorming partner<\/li>\n
                            • Create a plan:<\/strong>\u00a0Go back and forth and create a plan for the actions and triggers<\/li>\n<\/ul>\n
                              <\/p>\n
                              Ask AI to build it<\/strong><\/p>\n
                                \n
                              • Once finalized, disable chat mode<\/li>\n
                              • Then ask AI to create it<\/li>\n<\/ul>\n
                                <\/p>\n
                                \n
                                Best Practices for Effective Prompts<\/strong><\/h2>\n
                                <\/h4>\n
                                Clear prompts improve accuracy. Provide specifics on timing, channels, conditions, and content so the AI builds what you expect.<\/p>\n
                                  \n
                                • \n
                                  Be specific and clear.<\/strong>\u00a0Example: \u201cWhen a contact books an appointment, wait 24 hours, then send a confirmation email and a reminder SMS one day before the appointment.\u201d<\/p>\n<\/li>\n
                                • \n
                                  Include key details.<\/strong>\u00a0Timing, channels, conditions\/filters, and content type.<\/p>\n<\/li>\n
                                • \n
                                  Use action verbs.<\/strong>\u00a0Start with\u00a0Send, Notify, Create, Update, Wait, Check if<\/em>.<\/p>\n<\/li>\n<\/ul>\n
                                  \n
                                  Providing Feedback<\/strong><\/h2>\n
                                  Feedback helps improve generation quality and informs future enhancements.<\/p>\n
                                    \n
                                  • \n
                                    A feedback chatbot opens when a workflow is created.<\/p>\n<\/li>\n
                                  • \n
                                    Click\u00a0thumbs up<\/strong>\u00a0if the workflow meets expectations, or\u00a0thumbs down<\/strong>\u00a0to provide improvement details.<\/p>\n<\/li>\n
                                  • \n
                                    Share whether the automation matched your intent, what was missing\/incorrect, and suggestions.<\/p>\n<\/li>\n<\/ul>\n
                                    \n
                                    Beta Limitations<\/strong><\/h2>\n
                                    Knowing today\u2019s limits helps you plan validation steps before activating a generated workflow.<\/p>\n
                                      \n
                                    • \n
                                      Manual review required:<\/strong>\u00a0Verify triggers, actions, and configurations before publishing.<\/p>\n<\/li>\n
                                    • \n
                                      Configuration verification:<\/strong>\u00a0Some complex configurations may require manual adjustments.<\/p>\n<\/li>\n
                                    • \n
                                      Multi\u2011path modifications:<\/strong>\u00a0Complex multi\u2011path action edits are planned for a future update.<\/p>\n<\/li>\n
                                    • \n
                                      Testing:<\/strong>\u00a0AI cannot test workflows. Perform manual tests.<\/p>\n<\/li>\n<\/ul>\n
                                      \n
                                      Troubleshooting<\/strong><\/h2>\n
                                      If the first draft misses the mark, iterate on the prompt and narrow the scope to guide the AI.<\/p>\n
                                        \n
                                      • \n
                                        Refine your prompt:<\/strong>\u00a0Add detail or split complex goals into smaller parts.<\/p>\n<\/li>\n
                                      • \n
                                        Wrong trigger:<\/strong>\u00a0Specify the exact trigger type in your prompt or edit using AI.<\/p>\n<\/li>\n
                                      • \n
                                        Missing actions:<\/strong>\u00a0List desired actions explicitly or add via conversational edits.<\/p>\n<\/li>\n
                                      • \n
                                        Incorrect timing:<\/strong>\u00a0Use precise time references (e.g., \u201cafter 2 days\u201d).<\/p>\n<\/li>\n<\/ul>\n
                                        \n
                                        Quick Tips<\/strong><\/h2>\n
                                        These tips reduce setup time and prevent common mistakes when adopting AI\u2011assisted building.<\/p>\n
                                          \n
                                        • \n
                                          Start with simple workflows to learn capabilities; then increase complexity.<\/p>\n<\/li>\n
                                        • \n
                                          Always test before publishing.<\/p>\n<\/li>\n
                                        • \n
                                          Provide feedback to improve results over time.<\/p>\n<\/li>\n
                                        • \n
                                          Revisit periodically for new features and improvements.<\/p>\n<\/li>\n<\/ul>\n
                                          \n
                                          Frequently Asked Questions<\/strong><\/h2>\n
                                          Q: Can I edit the generated workflow using AI?<\/strong>
                                          \nYes. Use conversational edits to add, remove, replace, move, or modify actions and triggers. Multi\u2011path configuration edits are limited today.<\/p>\n
                                          Q: Can I target only certain steps when editing?<\/strong>
                                          \nYes. Use\u00a0Point and Edit<\/strong>\u00a0to select specific actions (single, multiple, or drag\u2011select) and apply changes only to those selections.<\/p>\n
                                          Q: What if the workflow doesn\u2019t match my intent?<\/strong>
                                          \nRefine your prompt with more detail or perform conversational edits. You can also plan in\u00a0Chat Mode<\/strong>\u00a0before building.<\/p>\n
                                          Q: Do I still need to test?<\/strong>
                                          \nYes. Always validate triggers, actions, timing, and outcomes with a live test before activating.<\/p>\n","protected":false},"excerpt":{"rendered":"
                                          What is Workflow AI Builder? Workflow AI Builder converts natural\u2011language prompts into end\u2011to\u2011end workflows. 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