Workflow Copilot

⚠️ The Workflow Copilot is temporarily unavailable while it is being improved. The Copilot panel and its controls are hidden from the workflow canvas, and Copilot features such as workflow generation, Auto Fix, and guided template setup are switched off for now. You can still build and edit workflows manually on the canvas. This page is kept as a reference for when the Copilot returns.

The Workflow Copilot is your intelligent assistant for creating and editing complete workflows using natural language. It works from a panel alongside the canvas.

Copilot Capabilities

The Copilot operates seamlessly across multiple interaction modes that automatically adapt based on your current context and needs:

• Generate: Creates workflows from scratch on a blank canvas

• Edit: Modifies existing workflows and individual actions with precision

• Chat: Provides conversational explanations and discussions about workflows

• Fix and rerun: Fixes errors and reruns workflows with existing criteria

• Smart Detection: Auto-detects optimal placement for additions, edits, and refinements

Getting Started with Copilot

Creating Your First Workflow

1. Access the Canvas: Create a new workflow to reach the landing page

2. Choose Your Starting Point:

   • Select from suggested prompt templates above the text box (backed by real data)

   • Use the refresh button to see more template suggestions

   • Access the full template library for comprehensive options

   • Or start from scratch with your own description

3. Describe Your Workflow:

   • Be specific about integrations and data you want processed

   • Structure your text clearly and keep it concise

   • The more detailed and specific you are, the better results you'll get

   • Include specific values and parameters you want handled

4. Submit and Generate: Click the submit button to start generation

Generation Process

When you submit your prompt, you'll see the Copilot working in its panel:

• Your original prompt appears first

• Real-time progress updates show step-by-step generation

• Visual Distinction: Copilot messages and actions have different UI styling to help you understand what's being processed

• Clear completion messages guide you to next steps

Copilot Permissions

The Copilot asks before doing anything with side effects, and you can loosen this from the settings control in the Copilot panel:

• Auto Run: Run workflows without asking. With this on, the Copilot can also fix errors and rerun the workflow automatically without checking with you each time.

• Auto Fill: Fill forms automatically. The Copilot completes input forms for you when a run needs them.

💡 Both permissions are off by default, so the Copilot will always ask before running your workflow or filling in a form until you switch them on.

Reviewing Copilot Changes

After the Copilot edits your workflow, it shows a change review so you stay in control:

• Each change is labelled as Added, Edited, or Deleted

• Expand any change to see the detail of exactly what was altered

• Undo individual changes you don't want, without discarding the rest

⚠️ Always review workflows after Copilot modifications, especially complex ones, before running or publishing them.

Advanced Copilot Features

Intelligent Clarification

The Copilot will ask clarifying questions when needed to ensure your workflow meets your exact requirements.

Connecting Apps

When a workflow needs an app that isn't connected yet, the Copilot handles it inline:

• If you have no connected account for that app, a Connect button appears so you can connect it on the spot

• If you already have connected accounts, an account selector lets you pick which one the action should use

Context-Aware Editing

• Select a node to provide context for targeted editing

• Give simple, natural instructions like "Simplify," "Fill it out," or "Fix it"

• The Copilot edits the entire canvas while using your selected node as context

Fixing and Rerunning

When errors are detected, the Copilot can fix the issue and rerun your workflow with the same criteria, eliminating manual troubleshooting. If Auto Run is enabled, this happens without asking; otherwise the Copilot checks with you first.

Auto-Generated Content

• Automated text and descriptions for workflow components

• IO generation for inputs and outputs

• Test generation for workflow validation

• Prompt optimisation handled automatically behind the scenes

Working with Your Workflow

Conversational Interaction

Beyond editing, you can have natural conversations with your workflow:

• Ask "What does this workflow do?"

• Request explanations of specific functionality

• Get suggestions for improvements

Whole Canvas Editing

Use the text box to describe changes you want across your entire workflow. The Copilot will modify the canvas comprehensively while maintaining functionality.

Ripple Effect Management

When the Copilot changes specific actions, it intelligently handles ripple effects throughout connected workflow components, ensuring everything remains functional.

Best Practices for Optimal Results

💡 Be Specific: Include detailed information about integrations, data processing requirements, and specific values you want handled

💡 Structure Clearly: Keep prompts well-organised and concise rather than copying large text blocks

💡 Use Context Selection: Click on specific nodes before giving editing instructions to provide targeted context

💡 Review Every Change: Use the change review to expand, check, and undo individual changes before moving on

💡 Tune Your Permissions: Turn on Auto Run and Auto Fill once you're comfortable letting the Copilot run and fill things for you

💡 Understand Ripple Effects: Changes to one action may intelligently affect connected workflow components

Key Advantages

The Workflow Copilot transforms workflow creation from a technical task into a conversational experience. With intelligent auto-detection, automatic error fixing, and expert AI prompting built in, you can focus on describing what you want rather than how to build it.