Build workflows with AI
Describe an automation and have AI draft the workflow.
Why it matters
Get a working draft without learning every setting.
The HLB difference
Drafts are fully editable in the visual builder.
How it works
Describe the automation you want in plain words and let AI draft the workflow for you to review.
- Watch the AI show its progress as it builds your workflow, ask for several changes in one request and follow up with more edits in the same chat. When your prompt names forms, pipelines, tags, users or custom fields already in your account, it sets up each step with them.
Build workflows with AI lets you describe an automation in plain language and get a complete draft workflow, with triggers, actions and structure that you can review and refine.
You can start in a few places. In Automation > Workflows, click Build using AI and enter your prompt. When you start a workflow from scratch, you can type or dictate your request in the prompt box inside the builder, or ask the AI chat assistant to build it. You can write your own prompt or pick a prewritten template.
If your prompt names records that already exist in the account, such as a form, a pipeline and stage, an email snippet, a tag, a user or a custom field, the builder can find them and set up each step with them. Use the names exactly as they appear in the account. You can also ask it to rename the workflow or update settings such as re-entry, stop on response, time windows and sender details.
Once the draft appears, check the trigger and each action, then ask for changes in the chat. You can apply an edit to all matching steps, a set number of steps or specific actions, and you can edit If/Else and Wait steps conversationally. Each AI build or edit adds a version card in the chat, and you can restore any earlier version in one click.
You can also create workflows from Ask AI. Describe the automation, review it in a live preview, select any trigger or action to inspect it and ask for changes. The preview only accepts conversational edits, so click Open in automation to make manual edits, test and publish in the workflow builder. Workflow creation is also available through Ask AI on WhatsApp.
Build workflows using your existing account records
Name an existing form, pipeline, tag, template or team member when asking AI to build a workflow. Review the records selected for each step, complete any remaining setup and test before publishing.
Explore workflow activity with AI analytics
Use Workflow AI to review a contact's activity across workflows, highlight their path on the canvas and compare workflow versions. Create a PDF report when your team needs a closer look at automation activity. Access follows your existing access to the account and workflow, so review reports before sharing.
Related features
Visual workflow builder
Build automations with triggers, actions, waits and branches.
Automations and workflows
AI decision and intent actions
AI actions that decide paths, detect intent and generate replies.
Automations and workflows
Ask AI assistant
An in-app assistant that answers questions and builds items such as workflows and funnels.
AI employee
- Planned
Outside AI models in workflows
Planned: workflow actions for outside AI providers such as OpenRouter and Mistral, alongside built-in AI steps.
Automations and workflows
Ready to put this to work in your business?
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