The Workflow Copilot is an AI assistant that helps you build, edit, and fix Workflows using plain language descriptions. You can describe what you want to create or modify, and the Copilot automatically generates or updates your Workflow for you.
*Do not manually edit the Workflow while the Copilot is working, as your changes will be overwritten.
Accessing the Workflow Copilot
When creating a new Workflow: Select the "Custom Workflow" option when choosing your creation method. Describe your desired automation in plain language, and the Copilot will begin building your Workflow based on your description. For more details on creating Workflows, see the Creating and editing a Workflow article.
When editing an existing Workflow: Access the Copilot at any time by clicking the wand icon in the top options while in the Workflow editor.
How the Copilot Works
Watch the planning process: You can observe as the Copilot plans out its approach and begins building the first version of your Workflow.
Review the initial version: Once complete, review the Copilot's work. You can see the steps that were changed or added, along with a chat message from the Copilot explaining what it did.
Continue iterating: Follow up with additional messages to refine your Workflow. You can ask it to add steps, modify existing steps, or make other adjustments.
Copilot Controls and Options
Regenerate responses: Click the "Regenerate" icon at the bottom of any message to have the Copilot try a different approach.
Edit messages: Click the "Edit Message" icon to modify your prompt and try a different request.
Restore previous versions: Click the "Restore Checkpoint" icon under any message to revert to the Workflow version that existed before that message.
You can also click "Restore" on any of the versions where modifications are shown.
Using the Copilot with Workflow Testing
Add test results to context: When testing your Workflow, click the "Add to Copilot" icon to attach the workflow run outputs to the chat. This allows you to ask the Copilot to help improve results and make tweaks based on actual performance data.
Fix errors automatically: If there are error messages during testing, click the "Fix in Copilot" icon to bring the errors into context. The Copilot can then accurately debug and resolve issues based on the specific error information.
Managing Copilot Conversations
Start fresh: Click "New Chat" to begin a new chat thread when you want to start over with different instructions.
Switch between conversations: Click to switch between previous chat threads to return to earlier conversations and continue working from where you left off.
By leveraging the Workflow Copilot, you can quickly build sophisticated automations without needing to manually configure each step, making Workflow creation accessible to users of all technical levels.