Use AI Smart Builder to build pipelines to automate your workflow. Describe your workflow in your own words as you would if you were explaining it to a member of your team, and AI Smart Builder will create steps for our pipeline using generative artificial intelligence (AI).
- Go to your My pipelines page
- Select the AI Smart Builder icon to open AI Smart Builder
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Describe your workflow in the text field using your natural language as though you're explaining it to a human. Include details about triggers, actions, and channels. For example, you can say something like:
When a new record is added to the Estimates table in the Preconstruction app, send a Slack message to this channel team-preconstruction, then create a task in the Follow-up tasks table.
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Select Send
. AI Smart builder responds with a preview of steps for your pipeline.
Use the feedback button to share your feedback on AI Smart Builder's response.
Make changes to your pipeline steps
To make changes to the the pipeline steps in AI Smart Builder's response:
- Describe what you would like to change in your natural language and AI Smart Builder will respond with an updated list of pipeline steps.
- Select Yes, build it to configure your new pipeline on the canvas in Pipelines Designer.
AI Smart Builder sessions
You can tell AI Smart Builder when to end the conversation, clear the conversation history, or start a new conversation by managing your session, here's how:
- End your AI Smart Builder session by selecting Yes, build it.
- Clear your AI Smart Builder session history by refreshing or leaving the page.
- Start typing a description to start a new session after your session history is cleared.
Learn more about writing effective AI Smart Builder descriptions.