› Create a Workflow

Create a Workflow

Use the Generate AI functionality to create a quick workflow solution.

  1. On the TotalAgility Apps Home page, click the Kofax Copilot card.

    The Copilot design experience opens with the floating Chat with Copilot window where you can chat with Copilot and request workflow creation.

  2. In the Chat box, enter your request:
    1. Do one of the following:

      • Use plain text such as "Automate the process for applying for a home loan".

      • Select an image using the Image icon and then enter your request such as "Create a process using the image".

        • The image types of GIFF, JPEG, and PNG are supported. If an unsupported type is used, an error appears.

        • When you request the AI provider to create a process based on the image, not all models support the use of images. Currently, the supported model is "gpt-4-vision-preview."

    2. Click the Return icon or press Enter.

    The Kofax Copilot returns the following response:

    • In the Chat with Copilot window:

      • A message: "A workflow has been created. Would you like to generate the solutions (forms, queries, and more) using this workflow or would you like to request changes via the chat, for example, add an additional task?"

      • The options to generate or start over the workflow.

    • On the Workflow tab, the workflow created by Copilot with the workflow name.

    • On the Workflow details tab:

      • The editable workflow name for the solution generated by the AI provider.
      • Read-only data.
      • All properties set to the default values for a Quick Workflow solution.

  3. Once a workflow is created by Copilot, you can submit another request in the Chat window for a change in the existing workflow or request for a completely new workflow. For example, submit the following request for a change in the existing workflow: "Add a step to notify on the loan application result."

    • Request for a change to the current workflow.

      1. In the box, enter, for example, "Add a step to notify on the loan application result." or select another image and request to recreate the existing workflow using the image.

      2. Press Enter.

      The AI provider recreates the workflow that may not be the same as the initially created workflow.

    • Generate the solution.

      1. Generate solution in the window or Generate on the ribbon bar.

        • The following message appears in the chat window: "Congratulations!!, your solution is now available. You will be redirected to the solution automatically in 5 seconds."

        • The newly generated solution opens in the Quick Workflow designer and is locked. You can modify and publish this solution like any other workflow solution.

        • An audit log entry is recorded that the workflow solution is generated using Generative AI.

    • Enter a new request.

      1. Click Start over in the window. The current workflow is cleared.

      2. In the box, enter your request and press Enter.

      The AI provider creates a new workflow.

  4. To close the workflow, click Close on the Quick Workflow designer.
    The workflow solution appears on the Quick Workflows list page.