Generating a workflow with AI

CloudRadial AutomationAI can draft a workflow for you from a plain-language description of what you want it to do. You describe the goal, AutomationAI builds the steps using your installed extensions, and you review the result before keeping it. This article is for workspace users with the Admin role or higher.

We'll follow four main steps:

1. Starting a generation
2. Describing your goal
3. Reviewing the result
4. Accepting or discarding

Step 1: Starting a Generation

Why are we doing this? This opens the panel where you tell AutomationAI what to build.

On the Workflows page, select AI Generate. The AI Generate Workflow panel opens, with the prompt "Describe what you want, AI drafts the steps using your installed extensions."

Step 2: Describing Your Goal

Why are we doing this? The description is what AutomationAI turns into steps, so a clear one gets a better draft.

The panel has four fields:

• Name, the name for the new workflow
• Folder, the folder to file the workflow under
• Script language, the language AutomationAI uses for any script steps it generates
• What should this workflow do?, a plain-language description of the goal

Write the goal as you would explain it to a colleague: what should happen, in what order, and where the results should go. For example: "Every morning, pull open tickets from the helpdesk, summarize them with AI, and post the summary to the team channel."

Select Generate. AutomationAI drafts and validates the workflow, which can take up to a minute.

Step 3: Reviewing the Result

Why are we doing this? The AI draft is a starting point, so check it before you rely on it.

When generation finishes, the new workflow opens in the Designer and the AI Generation panel shows a summary of what was built. Review the generated steps on the canvas and open individual nodes to check their configuration before you publish or test anything.

Step 4: Accepting or Discarding

Why are we doing this? You decide whether to keep, regenerate, or walk away from the draft.

The generated workflow is a draft you can edit like any other; keep it by saving and editing as needed. To replace the whole canvas with a fresh attempt, adjust the description in the AI Generation panel and select Regenerate. To leave the result as-is, select Close.

Note: A generated workflow is always a draft. It is not deployed until you publish a version and create a deployment.

When your workflow is ready, publish a version and deploy it. See Deploying a workflow version to a runner.

If you are still having trouble, we're here to help! Submit a ticket here for assistance, and don't forget to check our status page to ensure there are no outages in your area.