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What is AI Workflow Generation?

AI workflow generation analyzes your existing process guides (SOPs, playbooks, procedures) and automatically creates structured workflow templates with tasks, dependencies, and assignments. Instead of manually creating 20+ tasks for a complex process, you can upload your guide and let AI do the heavy lifting.

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Benefits

Save Time

Turn a 2-hour template creation process into a 10-minute review session

Maintain Consistency

AI follows your existing documentation exactly, ensuring workflows match your SOPs

Reduce Errors

Eliminate mistakes from manual task entry and dependency setup

Easy Updates

When guides change, regenerate workflows to stay current

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How to Generate a Workflow from a Guide

1

Navigate to Workflow Templates

Go to Settings > Workflow Templates in the main navigation.
2

Click 'Generate from Guide'

Click the Generate from Guide button in the top right corner.
3

Select Your Process Guide

Choose the guide you want to convert into a workflow. You can:
  • Select from existing guides in your library
  • Upload a new document (PDF, Word, or text file)
4

Configure Generation Settings

Set preferences for how AI should interpret your guide:
  • Task Granularity: How detailed should tasks be? (High detail vs. summary steps)
  • Auto-assign Roles: Should AI assign tasks to roles based on context?
  • Detect Dependencies: Should AI automatically create task dependencies?
For your first time, use the default settings. You can always regenerate with different settings.
5

Review AI-Generated Preview

AI shows you a preview of the generated workflow:
  • Number of tasks created
  • Task titles and descriptions
  • Suggested dependencies
  • Recommended role assignments
6

Edit Generated Tasks

Review and modify the AI-generated tasks:
  • Click any task to edit its details
  • Add or remove tasks
  • Adjust dependencies
  • Change assignments
  • Reorder tasks
AI is very good but not perfect. Always review the generated workflow carefully, especially dependencies.
7

Name and Save Template

Give your workflow template a clear, descriptive name:
  • Good: “Employee Onboarding - Full Process”
  • Bad: “Workflow 1” or “Onboarding”
Click Save as Template to add it to your template library.
8

Test the Workflow

Create a test instance from your new template to verify:
  • All tasks are present
  • Dependencies work correctly
  • Assignments make sense
  • Task descriptions are clear

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Reviewing AI-Generated Tasks

When reviewing the AI output, pay special attention to:

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Task Completeness

  • Compare the generated task list to your original guide
  • Look for any skipped or combined steps
  • Ensure critical tasks weren’t omitted

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Task Clarity

  • Each task should have a clear action verb (e.g., “Send”, “Review”, “Create”)
  • Descriptions should include enough context to complete the task
  • Remove any vague or ambiguous language

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Dependencies

  • Can a task truly start when its dependencies say it can?
  • Are there circular dependencies (Task A depends on Task B, which depends on Task A)?
  • Are independent tasks marked as dependent?

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Assignments

  • Does the assigned role have the skills to complete the task?
  • Are tasks evenly distributed, or is one role overloaded?
  • Should some tasks be assigned to specific people instead of roles?

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Editing Generated Workflows

After generation, you can edit any aspect of the workflow:

Add Tasks

Click Add Task to insert steps AI might have missed

Modify Tasks

Click any task to edit title, description, assignment, or dependencies

Reorder Tasks

Drag and drop tasks to change their order in the workflow

Delete Tasks

Remove unnecessary or duplicate tasks AI created

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Saving as a Template

Once you’re satisfied with the workflow:
  1. Click Save as Template
  2. Enter a descriptive template name
  3. Add tags or categories to help organize it
  4. Set template visibility (who can use this template)
  5. Click Save
Your new template is now available to create workflow instances.

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Best Practices

AI quality depends on your input quality. Use guides that are:
  • Clear and well-organized
  • Written in step-by-step format
  • Include role information where relevant
  • Specify dependencies or order explicitly
Never deploy an AI-generated workflow without human review. Always:
  • Test with a sample instance
  • Have a subject matter expert review it
  • Get feedback from people who will use it
Your first AI-generated workflow might not be perfect:
  • Use it in a real scenario
  • Collect feedback from users
  • Regenerate or manually update based on learnings
When you update your process guides:
  • Regenerate the workflow template
  • Compare new vs. old versions
  • Update the template or create a new version

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Common Issues and Solutions

Solution: Regenerate with “Task Granularity” set to lower detail, or manually combine related tasks after generation.
Solution: Your guide might not have those steps written clearly. Manually add the missing tasks or improve your guide and regenerate.
Solution: This is common. Manually review and adjust all dependencies. AI struggles with complex multi-path dependencies.
Solution: AI assigns based on generic roles. Update assignments to match your specific organizational structure.

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What AI Can and Cannot Do

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AI Can:

  • Extract sequential steps from written procedures
  • Identify common role assignments (e.g., “HR Manager”, “Operations”)
  • Detect obvious dependencies (e.g., “After step 3, complete step 4”)
  • Create task descriptions from guide content
  • Suggest reasonable task order

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AI Cannot:

  • Know your specific organizational structure
  • Understand unstated dependencies or tribal knowledge
  • Guarantee perfect task granularity for your needs
  • Account for exceptions or edge cases not in the guide
  • Validate that the guide itself is correct
AI is a powerful tool to accelerate workflow creation, but human expertise and review are essential for quality and accuracy.

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Next Steps

Generate from Blueprints

Learn how to generate workflows from business process blueprints

Edit Workflow Templates

Master the workflow template editor