The Visual Workflow Designer is an AI-powered tool that creates and updates Workflows based on user-provided instructions. It reduces the need to manually configure individual Workflow elements, making Workflow creation more efficient.
Prerequisites
Privileges
Privilege | Description |
Manage AI Admin | Allows users to access Manage AI under Administration Settings and configure AI Agents. |
AI Workflow Designer | Allows users to access and use the Visual Workflow Designer Agent. |
NOTE: An administrator must add the Visual Workflow Designer Agent to the System Agents list before it becomes available to users. Users must also have the AI Workflow Designer privilege assigned to their role.
System Requirements
Requirement | Description |
Asite AI Agents Subscription | Provides access to AI Agents and enables their configuration and use. |
How Do I Create a Workflow Using AI?
NOTE: The Visual Workflow Designer AI Agent only supports Document and Form Workflows.
Using the Project Finder, select the required Project.
Navigate to the Workflows tab.
Click +Definition (top-right).
Complete the required fields in the Create Workflow Definition pop-up.
Click Create.
The Workflow will open in the Workflow Designer.
Click Build with Asite AI (bottom-right).
The AI Assistant panel will open.
Select a suggested prompt or enter instructions in the text box describing how the Workflow should operate.
TIP: Include details about the required tasks, approval stages, conditions for progressing between stages and actions to be performed at each stage. Clear instructions help the AI Agent interpret the Workflow requirements.
The AI Agent analyses the instructions and may ask follow-up questions to clarify the Workflow requirements.
Review the questions and select the appropriate responses.
TIP: Responses can also be entered manually where supported.
Click Submit to send the responses to the AI Agent.
Wait for the AI Agent to process the instructions and generate the Workflow.
Review the generated Workflow.
If changes are required, enter additional instructions in the AI Assistant panel and submit them.
NOTE: The AI Agent may make assumptions or apply default values when certain details are not specified. Review the generated Workflow carefully and request changes where necessary.
Once the Workflow is complete, close the AI Assistant panel.
NOTE: AI-generated Workflows can also be edited manually in the Workflow Designer.