Workflow Copilot
The Workflow Copilot is your intelligent assistant for creating and editing complete workflows using natural language. Built on advanced AI technology, the Copilot provides flexible workflow creation and modification capabilities through seamless, conversational interaction.
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
Continuous Loop: Automatically 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
Access the Canvas: Create a new workflow to reach the landing page
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 (displays three at a time)
Access the full template library for comprehensive options
Or start from scratch with your own description
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
Submit and Generate: Click the submit button (arrow up icon) to start generation
Generation Process
When you submit your prompt, you'll see the Copilot working in the bottom left corner:
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
Advanced Copilot Features
Intelligent Clarification
The Copilot will ask clarifying questions when needed to ensure your workflow meets your exact requirements.
Authentication Guidance
The Copilot identifies when integrations require authentication and provides clear guidance on manual authentication steps.
Context-Aware Editing
Select a node to provide context for targeted editing
Context indicator shows in the bottom left when you have a specific node selected
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
Continuous Loop Technology
When errors are detected, the Copilot can automatically fix issues and rerun your workflow with the same criteria, eliminating manual troubleshooting.
Auto-Generated Content
Automated text and descriptions for workflow components
IO generation for inputs and outputs
Test generation for workflow validation
Prompt optimization handled automatically behind the scenes
Expert AI Integration
Everything in our system is underpinned by advanced AI technology. The Copilot includes:
Auto-detection algorithms that identify optimal placement for workflow components
Intelligent prompt engineering so you don't need to be an AI prompting expert
Smart refinement suggestions based on workflow analysis
AI nodes seamlessly integrated throughout the platform
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.
Authentication and Limitations
Manual Authentication Required
The Copilot cannot handle authentication credentials for security reasons
You'll need to complete authentication steps manually for integrations
Some integration nodes may request additional context after authentication
Post-Authentication Workflow
After authenticating manually, return to the Copilot and say "I've authenticated this integration. Can you configure it?" for additional setup assistance.
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-organized and concise rather than copying large text blocks
💡 Use Context Selection: Click on specific nodes before giving editing instructions to provide targeted context
💡 Leverage Continuous Loop: Let the Copilot automatically fix and rerun workflows when errors occur
💡 Trust Auto-Detection: The Copilot's intelligent placement algorithms optimize workflow structure automatically
💡 Understand Ripple Effects: Changes to one action may intelligently affect connected workflow components
💡 Post-Authentication Return: Come back to the Copilot after manual authentication for additional configuration help
Visual Interface
Copilot Activity Indicators
Bottom left corner placement: Always located in the bottom left of the canvas
Real-time updates: Step-by-step progress during generation and editing
Context indicators: Clear display when you have specific nodes selected
Distinct UI styles: Different visual styling for Copilot messages versus actions taken
Completion notifications: Clear alerts when processes finish
Key Advantages
The Workflow Copilot transforms workflow creation from a technical task into a conversational experience. With intelligent auto-detection, continuous loop error correction, and expert AI prompting built-in, you can focus on describing what you want rather than how to build it.
⚠️ Important: Always review workflows after Copilot modifications, especially complex ones. Remember that authentication steps require manual completion for security purposes.
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