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.

• Starting a Generation
• Describing Your Goal
• Reviewing the Result
• Accepting or Discarding

Starting a Generation

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."

Describing Your Goal

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.

Reviewing the Result

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.

Accepting or Discarding

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.

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