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Chat to workflow

Use Build with AI on the workflow canvas to describe a process and draft steps with an assistant.

Chat to workflow is the Build with AI panel on the right of the workflow builder. You describe the process in plain language; the assistant interviews you like a business analyst and places steps on the same canvas you use for Build on the canvas.

Where to find it

  1. Open or create a workflow.
  2. Use the Build with AI panel on the right of the builder.

You need an AI connection and model before you can chat. Until those are set, the panel shows Select an AI connection and model to start and Configure AI settings to start chatting. Open Select model / AI settings to choose them.

1 Canvas for manual building. 2 Build with AI panel for chat-to-workflow.

What to expect

  • The assistant name in the panel is Workflow Builder.
  • Empty-state copy asks you to describe the process you want to automate.
  • The panel is hidden on execution review and workflow template views.

Full how-to (next)

A dedicated step-by-step guide for prompting, reviewing AI-placed nodes, and handing off to test and activate will land here next. Until then:

  1. Configure AI settings in the panel.
  2. Describe the business process (trigger, systems, decisions, outcomes).
  3. Review the canvas, then finish configuration with Build on the canvas (Save & Test, connections, Active + Save).

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