AI Workflow Assistant v2

The AI Workflow Assistant works inside the Workflow Designer. It can inspect the current design, discover the Flowgear contracts needed for a solution, test and diagnose the Workflow, and propose a change for you to review.

The assistant requires Site Administrator access. If your role is missing a required permission, the assistant identifies it when you try to use the feature.

Open the assistant

  1. Open a Workflow in the Workflow Designer.
  2. Click Assistant in the action bar on the right.
  3. Describe the result you want the Workflow to produce.

A useful prompt is:

Create a Workflow that receives a customer ID, retrieves the customer from our CRM Connection, and returns the customer's name and status. Ask before choosing between multiple Connections.

Include the source system, expected input and output, important constraints, and whether an operation may change external data. The assistant will ask for information it cannot safely infer.

You can also open Chats from the main navigation for a Site conversation outside the designer. Use the designer Assistant when you want to review and apply a proposal to the open Workflow.

What the assistant can do

The assistant can:

  • Read the current Workflow definition and its Folder and Cluster context.
  • Discover installed Nodes, exact Methods and versions, templates, mapping functions, and schema contracts.
  • Ask you to choose between implementation options.
  • Ask you to select a compatible Connection. The assistant cannot see credentials, but it can use the Connection in a Workflow after you select it.
  • Build and validate Workflow YAML.
  • Run the Workflow in Debug mode, inspect Workflow logs, retrieve detailed Step Parameters, Return Values, and Errors for selected entries, and repair a failed test.
  • Search the public web when current external information is needed and provide source links with the answer.
  • Propose a complete replacement for the current canvas.
  • Assist in migrating Workflows from v1 Runtime.

When the assistant creates a child Workflow, it uses the current Workflow's Folder and Cluster as defaults unless you request another location.

Review interactive requests

The assistant pauses when it needs a decision that should remain under your control.

Choose an option

The assistant explains why it needs a choice and displays one or more options. Select the required option, then click Confirm. Click Cancel when none of the choices is suitable and explain what you want instead.

Choose a Connection

The Select a Connection request lists compatible Connections and explains how the selected Connection will be used. Search the list, then select a Connection.

If no suitable Connection exists, click Create a new Connection. The Console opens the Connection page in a new tab and carries the current Workflow's Cluster into the new Connection flow. Return to the assistant after the Connection is ready.

The assistant receives a Connection identifier and contract, not its protected credential values.

Review a proposed Workflow

The Review a Proposed Workflow panel is the final approval point for a canvas change.

  • Click Open Code in New Tab to inspect the proposed YAML separately.
  • Click Accept to apply the proposal to the current design as one undoable canvas change.
  • Click Reject to leave the canvas unchanged. Tell the assistant what to refine before it proposes another version.

Accepting a proposal does not save it as a Workflow revision. Run the accepted design, review Logs and Problems, then click Save when you are satisfied.

Continue working while it runs

The assistant can continue while its view is closed. Its action-bar status shows when it is working, needs input, has new activity, or encounters an error. Reopen the view to continue the same conversation; its transcript remains available for the current designer session.

Click Start again when you want a clean conversation for a different task or after the Workflow context has changed substantially.

The conversation survives an Environment switch within the same Workflow, but sending and editing through the assistant remain restricted to Test. Finish or reset an active request before switching if the Environment control is unavailable. Opening a different Workflow or Site starts a new session.

Understand the safety boundaries

The assistant uses discovered product contracts instead of inventing Node versions, schema fields, identifiers, or Connection keys. It does not reveal Connection values or secrets.

Web searches use public search terms. Do not put credentials, protected Connection values, or private business data in a prompt.

You remain responsible for choosing Connections, approving the proposed Workflow, reviewing operations that change external systems, and saving the accepted design. A proposal that passes client validation can still expose a compilation or Runtime problem when you run or save it, so test the final design before releasing it.

See also