AI Workflow Builder

The AI Workflow Builder lets you describe what you want in plain language and generates a complete workflow with nodes, edges, and configuration.

How to Use

1. Open the workflow list in the sidebar.
2. Click the AI Builder button (sparkle icon).
3. Describe the workflow you want to create.
4. The builder gathers your workspace context (available AI providers, MCP servers, knowledge bases, and global variables) and sends it to the AI along with your description.
5. If the AI needs more information, it will ask clarifying questions. Answer them and continue.
6. Review the generated workflow preview -- nodes, connections, and configuration.
7. Click Apply to create the workflow.

Workspace Context

The builder automatically detects the resources available in your current workspace:

• AI Providers -- Which models you can use (e.g., Claude Sonnet, GPT-4o)
• MCP Servers -- Available tools and their capabilities (e.g., Slack messaging, stock data)
• Knowledge Bases -- Document collections available for RAG queries
• Global Variables -- Workspace key-value store entries

This means the generated workflow will only reference models and tools that are actually configured and available. If the builder determines that your request requires a capability that is not configured (e.g., you ask for Slack notifications but no Slack server is set up), it will flag this as a missing capability in the preview.

Tips for Good Prompts

Be specific about the trigger

Tell the builder how the workflow should start:

• "Create a webhook that receives order data..."
• "Run every day at 9am..."
• "Manual trigger that accepts a list of URLs..."

Describe the data flow

Explain what happens at each stage:

• "Fetch the stock prices, then analyze trends with AI, then send a summary to Slack"
• "Receive a support ticket, search the knowledge base for relevant docs, generate a response"

Mention the output format

If you need structured output, say so:

• "Return the result as JSON with fields: status, summary, and action_items"
• "Send a formatted report to the #analytics Slack channel"

Examples of effective prompts

• "Create a workflow that monitors stock prices for AAPL and TSLA every hour. If any stock moves more than 5% from the previous check, send a Telegram notification with the details."
• "Build a webhook handler that receives customer feedback, analyzes sentiment using AI, and stores the result in a Google Sheet. Use the knowledge base to find relevant product documentation for context."
• "Make a daily scheduled workflow that fetches open YouTrack issues, groups them by priority, generates a summary report with AI, and posts it to the #dev-updates Slack channel."

Limitations

• The builder generates the workflow structure and configuration but does not execute it. You should review the generated nodes and adjust parameters as needed before running.
• Very complex workflows with many branching paths may need manual refinement after generation.
• The AI Builder must be enabled by the system administrator.