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Create a Workflow solution using Generative AI

You can create a workflow solution using Generative AI functionality from the Workflow designer.

Before you begin

Make sure the Generative AI provider is already configured.

Procedure

  1. On the Workflows page, select Create new workflow. The Workflow page opens in a new browser tab.

    Alternatively, click New if you are on the Workflow list page.

    The Quick Workflow designer opens.

  2. Select the Chat with Copilot icon in the bottom right of the screen.

    If a Generative AI provider is not configured, you are prompted to set one up. Configure the AI provider and save.

    The floating Chat with Copilot window appears with the following message: "Welcome <username>, what type of workflow would you like to create? An example request might be "Automate the process for applying for a home loan."
  3. In the Chat box, enter your request in one of the following ways:

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

    • Use the attachment icon to upload images and files, and then enter your request, such as "Create a workflow using the image."

      • When you upload an image, a thumbnail is displayed, and the image content is passed as input to the provider. The image types of JPEG, PNG, JPG, GIF, and WebP are supported. If an unsupported type is used, an error appears.

      • When you upload a file, the text from the file is passed as input to the AI provider. The file types of .xml, .csv, and .txt are supported.

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

      • When you request the AI provider to create a workflow solution based on the uploaded file, the vision model is not supported.

  4. Select the Return icon or press Enter.

    The 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 Workflow solution.

  5. Once a workflow is created by Copilot, you can do the following in the Chat window.

    Request for a change to the current workflow

    1. For example, enter "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.

    Generate the solution

    Select 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 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. Select 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.

  6. To close the workflow, select Close on the Workflow designer.
    The workflow solution appears on the Workflows list page. If you create a Workflow solution but have not saved or released it, you can still use Generative AI, but the solution will be replaced once you save or release it.

Next steps

  • Provide workflow details

  • Create variables

  • Update workflow settings

  • Configure workflow