AI Builder

Open AI Builder

Open a workflow in Flow Builder Edit mode and select AI Builder in the right side of the toolbar. The panel is labelled AI Builder — build this workflow by chatting. You can resize it; the product remembers its width.

If the configured builder assistant cannot load, select Try again. The existing canvas remains unchanged.

Start a build

Describe the workflow in user language, including:

• how it starts;
• the steps in order;
• who receives tasks or email;
• conditions and outcomes;
• documents or reports needed;
• how the workflow ends.

On an empty canvas, AI Builder can offer starting suggestions such as:

• Run it every morning
• Start when an email arrives
• Start it manually
• Trigger from a webhook

When a Start node already exists, use the offered action to configure or open it.

Review before applying

AI Builder does not silently replace the canvas. A build that changes the graph appears as Proposed changes (not applied yet) and can contain:

• a preview graph when one can be shown faithfully;
• an exact change list;
• warnings for rewiring or destructive work;
• Apply to canvas;
• Discard.

Read the change list and warnings. Select Apply to canvas only when the proposal matches the intended process. Use Discard to leave the current graph unchanged.

After application, the panel shows Changes on canvas. Use Undo this build to return to the checkpoint created immediately before that build. Normal canvas Undo/Redo and version history remain available too.

Guided configuration

AI Builder can ask for missing values instead of guessing them. Complete the displayed text, file, date/time, select, assignee, recipient, or configuration controls, then continue the build. You can return to an earlier guided point when the panel offers a back action.

The current guided start experience covers Manual, Schedule, and Email Trigger starts. Webhook and Appsmith integration settings may open their normal Start configuration instead of being completed entirely inside chat.

Current node coverage

AI Builder can build or revise current canvas steps for:

• Email
• Task
• AI Agent
• Pause
• Merge Branches
• Python Script when the signed-in user may use it
• Documents
• Report
• DB Query when Enterprise is available
• Foreach when Enterprise is available
• Loop
• Reminder Scheduler when Enterprise is available
• End

It can also build the surrounding graph and current Start choices. Availability restrictions still apply; AI Builder does not grant Admin or Enterprise access.

Build reports with chat

When a Report node uses AI writes it, tell AI Builder what report to author, which workflow values to include, and the desired structure. The generated report content appears in the Report node for review. Open that node before running, inspect its preview or HTML, filename, output format, and document destination, then save.

Build Task Forms with chat

When a person must enter structured values while completing a task, describe the fields and business outcomes in the same request. AI Builder can propose a Task node with Task category = Form, its form fields, and custom Allowed Actions.

For example:

Add a contract review task for legal. Collect a required risk level, optional review notes, and a required signed contract. Add Approve and Request changes actions. Approval should generate the final report; Request changes should email the requester and return to review.

AI Builder treats the Allowed Actions as the form buttons and wires each branch by its stable Action ID. It does not invent a separate Submit action. Review the proposal, apply it, then open Task Properties to verify the field names, required rules, assignee, and every outgoing route.

Background and interrupted builds

A build can continue in the background while the panel is closed. Reopen AI Builder to see its state. If the connection is interrupted, the current canvas is kept safe; use Continue build when offered instead of starting a competing request.

Safe-use checklist

1. State the trigger and end condition explicitly.
2. Provide real node labels, assignees, and intended outcomes.
3. Review rewiring and deletion warnings.
4. Apply one coherent proposal at a time.
5. Open the resulting node properties and verify required values and credentials.
6. Save the workflow and test with controlled data.
7. Check the run in All Instances and use Undo this build or version history if the design is wrong.

AI Builder helps author the workflow; it does not replace the designer's responsibility to validate permissions, recipients, credentials, variables, and business rules.