How to use AI inside an automation workflow

Build and revise with AI

• Generate workflow creates a first draft from a prompt.
• AI workflow assistant adds or revises canvas steps from plain English.
• Digital product workflows can start from a purchase or abandoned-cart checkout and send email follow-ups.

Generate a workflow draft

1. 1Open Dashboard, then Automations.
2. 2Click New automation, then Generate with AI.
3. 3Write the prompt, like: When someone comments link on my reel, DM them the kids seat link, then tag them as sent.
4. 4For product emails, try: When someone starts checkout for my guide, wait 2 hours, then email them a reminder.
5. 5For contact follow-ups, try: When the Interested tag is added, wait 1 hour, then email the contact my guide link.
6. 6Name the workflow.
7. 7Choose the connected account for Instagram workflows. Product and contact workflows use LinkStack.
8. 8Click Generate workflow.
9. 9Review the canvas before publishing.

Revise with the AI workflow assistant

1. 1Open a custom workflow canvas.
2. 2Select a step first if the new step should append from that point.
3. 3Click the sparkles button.
4. 4Keep Append after selected step on when you want the edit attached to that step.
5. 5Ask for one clear edit, like: wait 5 minutes, send another DM, then tag them as interested.
6. 6Review the highlighted changes.
7. 7Run validation and test before publishing.