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Workflow AI Assistant in Stack

Workflow AI is your AI-powered assistant in Stack, designed to simplify the process of building and managing workflows. Whether you're starting from scratch or optimizing existing workflows, Workflow AI offers step-by-step guidance, suggests the right actions, and provides insights to enhance your workflow efficiency.

What Can Workflow AI Do?​

Assist with Your First Workflow​

If you're new to workflows, simply describe your goal, and Workflow AI will recommend the necessary actions and triggers, guiding you through configuration.

Break Down Complex Workflows​

Wondering about a specific part of your workflow? Ask Workflow AI to explain it, making complex workflows easier to understand.

Enhance Workflow Efficiency​

Workflow AI can review your workflow for potential improvements, offering tips on streamlining processes and suggesting additional actions.

Provide Step-by-Step Guidance​

Need help setting up a workflow? Workflow AI guides you through each step, ensuring you feel confident in your creation.

Answer Your Questions​

Have questions while working on a workflow? Ask Workflow AI about specific actions or general best practices.

Add Actions to Your Workflow​

Workflow AI can help you add specific actions, like sending SMS reminders, updating appointment statuses, or tagging contacts.

Suggest Next Steps​

Unsure of what to do next? Workflow AI suggests the next steps, helping you proceed with confidence.

How To Use Workflow AI​

When you open the builder, find Workflow AI in the bottom left corner. Click the AI icon to open the chat box. You can interact with Workflow AI in three ways:

  • Analyze Workflow: Click "Describe this Workflow" for an analysis.
  • Help Building: Click "Assist with Building" for workflow suggestions.
  • Standard Chat: Type your questions directly into the text box.

Note: Each location receives 30 free credits per day. One credit equals one question. Check your remaining credits below the text box. Credits reset daily.

Learn More About Workflows​

Workflow AI isn't just for building workflows; it's also a resource for learning about them. Ask Workflow AI about different actions, triggers, or any other workflow-related queries.

How to Clear & Start a New Chat​

To start a new chat, click the "Clear Chat" button in the top right corner of the chat box. This resets the conversation, allowing you to start fresh.

How to Export the Current Chat​

To keep a record of your conversation, click "Export Chat" to download a copy of the current chat. Note that this only exports the current conversation.

How to Analyze Your Entire Workflow​

For a detailed overview of your workflow, click "Describe This Workflow." Workflow AI will provide a comprehensive description, useful for understanding or teaching your workflow processes.

How to Build Workflows with AI​

Step 1: Ask for Help​

Start by typing in the chat box, mentioning the use case you want to achieve. Workflow AI will provide detailed explanations and step-by-step instructions.

Step 2: Choose from Suggestions​

Review the suggestions from Workflow AI and select the best options for your workflow.

Step 3: Add Triggers or Actions​

Select where to add the suggested action or trigger in your workflow. The sidebar will open for configuration.

Step 4: Discover Next Steps​

Workflow AI will suggest follow-up questions to help you build the next steps or understand the process better.

Step 5: Rate Workflow AI's Answers (Optional)​

Provide feedback on Workflow AI's responses to help improve its training and accuracy.

Frequently Asked Questions​

Q. Why should I use Workflow AI?
Workflow AI simplifies building and optimizing workflows, offering real-time suggestions to ensure efficiency and accuracy.

Q. How do credits work?
You receive 30 free credits daily. Each interaction uses one credit. For unlimited access, consider the AI Employee plan.

Q. Can Workflow AI handle complex workflows?
Yes, Workflow AI is equipped to assist with both simple and complex workflows, from single-step processes to multi-layered automations.

Q. How do I add an action in my workflow?
Workflow AI suggests actions based on your needs. Click the "+" button next to the action to add it to your workflow.

Q. Can I keep a record of my chat with Workflow AI?
Absolutely! Click "Export Chat" to download a copy of your conversation.

Q. Is Workflow AI available for everyone?
Yes, Workflow AI is accessible to all users with workflow access in Stack.