Workflow Builder agent
The Workflow Builder includes an AI assistant that helps you design workflows through conversation. Instead of filling in every form field manually, you describe the task you want to automate and the assistant asks questions, proposes a design, and populates the form on your behalf. For what each field means, see Workflow Builder.
How It Works
When you open the Workflow Builder, the right panel shows a chat interface. The assistant follows a structured process:
- You describe the task — Explain what you want the workflow to do, what files are involved, and what the output should look like
- The assistant asks follow-up questions — It will gather details about inputs, outputs, steps, standards, and constraints
- The assistant summarizes its understanding — Before making any changes, it presents its proposed design and asks for confirmation
- The assistant populates the form — Once you approve, it fills in the relevant fields (name, description, instructions, requested files, etc.)
- You iterate together — Continue the conversation to refine the design, adjust instructions, or add details
The assistant can read the current state of the form at any time, so manual edits you make are always visible to it. You work on the form together — there is no conflict between manual edits and assistant updates.
Starting a Conversation
When creating a new workflow, the assistant prompts you to describe the workflow or automation you want to build. A good starting message includes:
- The task or process you want to automate (e.g., "review contractor submittals against project specs")
- What inputs users will provide each run (e.g., "a submittal PDF and the relevant spec sections")
- What outputs the workflow should produce (e.g., "a compliance table with flagged items and citations")
- Any relevant context like standards, templates, or process steps your firm follows
The assistant is designed to ask follow-up questions. A short description like "I want a workflow that checks drawings against our internal standards" is a perfectly fine starting point — the assistant will ask for the details it needs.
When editing an existing workflow, the assistant prompts you to describe what changes you want to make. You can ask it to update specific fields, improve instructions, restructure the workflow, or troubleshoot issues with past runs.
What the Assistant Can Do
The assistant can read and update most form fields:
| Field | Assistant can set? | Notes |
|---|---|---|
| Name | Yes | |
| Description | Yes | |
| Category | Yes | |
| Inputs | Yes | |
| Outputs | Yes | |
| Requested Files | Yes | Defines per-run file prompts |
| Instructions | Yes | The assistant's strongest area |
| Assistant Mode | Yes | Standard, Deep Research, or Background Agent |
| Linked Artifacts | Yes | Can create and pre-populate artifacts |
| Visibility | No | You must set public/private yourself |
| Model | No | You must choose the model yourself |
| Context files | No | You must add context files/folders using the form |
The assistant will remind you to set visibility, model, and context files when they are relevant to the workflow design.
Working Together on the Form
The builder is collaborative — you and the assistant can both modify the form at any time:
- The assistant reads before writing. Before every update, it checks the current form state to detect any manual changes you've made.
- Manual edits are respected. If the assistant notices you changed a field it previously set, it will ask whether you want to keep your version or use its suggestion.
- Confirmation before overwriting. When the assistant would change existing content (corrections, rewording, restructuring), it shows you the proposed change and waits for approval before applying it.
After the Conversation
When you're satisfied with the workflow design:
- Review all fields — Check that the form looks correct, especially fields the assistant cannot set (visibility, model, context)
- Add context files — Use the "Add Files and Folders to Context" button to attach any persistent reference materials
- Choose a model — Select the appropriate language model for this workflow
- Set visibility — Choose public (shared with your organization) or private (only you)
- Click Create — Save the workflow from the header button
You can always come back and edit the workflow later — the assistant is available on the edit page too.