Building automations with AI
The AI builder turns a plain-language description into a draft automation (trigger, conditions, actions). You still review and save the configuration; nothing runs in production until you activate it.
- Open Automations and click Create.
- Choose Describe with AI (or equivalent) instead of starting from a blank trigger.
- Write one paragraph: what should happen, when, and where messages should go. Name specific channels, forms, or check-ins if you know them.
- Submit the prompt and wait for the generated draft.
- Open each section (trigger, conditions, actions) and verify channel names, roles, and schedules match your intent.
- Fix mistakes manually: wrong time, missing condition, or an action type the model guessed incorrectly.
- Remove unsupported steps the AI proposed if your plan does not include that integration.
- Click Test and confirm a sample execution.
- Activate when satisfied.
Limitations
- The model may hallucinate channel names or fields that do not exist; always pick real targets from pickers.
- Complex branching (many nested conditions) is error-prone; prefer multiple small automations for critical paths.
- AI does not see secrets; paste tokens only into secure credential fields, not the description box.
- Generated text for messages may need tone edits for your brand.
Editing the result
After generation, the workflow is ordinary automation JSON under the hood: every field remains editable. Duplicate the automation before risky edits so you can roll back. Document non-obvious conditions in the automation description field for the next admin.