Answer
Use Mobilize AI when you need to build a workflow where users make a series of selections and only see the questions that apply to their path. This is useful for workflows that branch by things like location, department, shift, work type, or other layered choices.
The quality of the output depends heavily on how you structure your source file and how clearly you instruct Mobilize. For complex branching workflows, the most important success factors are:
a clean source file
consistent category values
a clear prompt
careful review of the generated draft
full testing before publish
If your dataset is too large, split it into multiple workflows instead of trying to force everything into one draft.
Steps
Step 1: Prepare your source file
Build your workflow content in Excel, Word, or a plain text editor before using Mobilize.
Structure the content so each branching level is clearly defined, followed by the final questions.
Recommended example structure
LOCATION: Building 1
DEPARTMENT: Safety
SHIFT: Morning
- Are fire exits clear and unobstructed?
- Is emergency equipment easily accessible?
- Are safety signs visible and legible?
SHIFT: Evening
- Are fire exits clear and unobstructed?
- Is emergency lighting functional?
DEPARTMENT: Maintenance
SHIFT: Morning
- Are tools properly stored and secured?
- Is equipment clean and operational?
LOCATION: Building 2
DEPARTMENT: Safety
SHIFT: Morning
- Are fire exits clear and unobstructed?
- Is emergency equipment easily accessible?
You can also use a row-based or bracket-based format as long as the branching levels are clear and consistent.
Formatting rules
Use the exact same spelling for repeated values
Keep one final question per line or row
Make sure every category combination has its related questions
Use clear header names for each branching level
Save the file with a clear name and date
Before moving on, check this
spelling is consistent
headers are clear
all questions are complete
all intended branching paths are represented
Step 2: Open Mobilize AI
Open ANVL Insights.
Open Mobilize AI.
If you do not see Mobilize AI, contact your Business Administrator (BA) for access.
Step 3: Give Mobilize a detailed prompt
Upload or paste your source content and give Mobilize very clear instructions.
Use a prompt like this and edit it to match your workflow:
Create a branching logic workflow using the questions below. Follow these requirements exactly:
Use Exact Language: Use the questions exactly as written below - do not modify, paraphrase, or reword any questions.
Branching Structure:
- Create branching levels in the order of my columns or headers from left to right
- Each header except the final question column becomes a branching level
- Show questions only after ALL selections are made
Required Tags:
- Add a "reportName" tag to every single question for reporting purposes
Navigation Logic:
- Users must select in the order of my headers
- First question: select from Header A options
- Second question(s): select from Header B options based on the first selection
- Continue through all remaining levels in sequence
- Finally, display only the questions that match the full selection path
Intervention Logic:
- For questions where "No" or another undesirable answer indicates an issue, add a follow-up question such as "What action will you take to address this?"
- Only show the follow-up when the triggering response is selected
Additional Requirements:
- Preserve exact question wording
- Ensure proper filtering based on all branching selections
- Include reportName tags for all questions
- Handle the correct number of branching levels based on my structure
Please provide all of the questions you will create before generating the draft.
Then:
paste in your structured questions or upload your file
review the prompt
send it to Mobilize
ask Mobilize to list all questions it plans to create
review that list carefully
then create the draft
This checkpoint is important. It helps catch missing questions, rewording, or wrong branching before the draft is built.
Step 4: Create the draft
Select Mobilize to create the draft.
Enter the draft name.
Select Create.
Wait for the draft to finish processing.
Open the draft in Editor.
If draft creation fails, the workflow is often too large for one pass.
If that happens
split the workflow by the top-level branching category
create multiple workflows instead of one very large workflow
Example
If your top level is:
Building 1
Building 2
Building 3
Create:
one workflow for Building 1
one workflow for Building 2
one workflow for Building 3
Step 5: Review the generated draft
Open the draft and check the structure before testing.
Review these items carefully:
branching levels match your source structure
all unique values appear as options
questions appear only after all required selections are made
question wording matches your source exactly
every question has a reportName tag
filtering works correctly for each path
all intended questions are included
Make edits as needed and save the draft.
Step 6: Test the workflow
Publish the draft to your testing site and test it thoroughly.
Start the workflow in ANVL Workflows
go through different selection paths
verify only the correct questions appear
compare the workflow to your original source file
confirm tags are present
test issue-triggered follow-up questions
test every major branch before rollout
For mobile or browser testing, refresh the user experience by signing out and signing back in before testing the newest version.
Step 7: Finalize and document
Once the workflow works as expected:
save your source file with a clear name and date
document the workflow purpose
keep the prompt you used for future updates
note what worked well and what to avoid next time
Common issues and how to fix them
Questions are missing
check for inconsistent spelling in your branch values
confirm every row or line has a complete path
confirm you pasted the full source data into Mobilize
Branching is wrong
check the order of your headers
make sure the prompt clearly says selections must happen in sequence
check for duplicate or inconsistent values
Questions were reworded
reinforce that Mobilize must use exact language
provide the original wording again
ask it to regenerate without paraphrasing
Draft creation fails
split the workflow into smaller workflows
separate by top-level category
Success criteria
Your workflow is ready when:
users move through all branching levels in the correct order
only relevant questions appear for the selected path
question wording matches the source exactly
all required reportName tags are present
all intended data is represented
every major path has been tested successfully
Additional Details
Complex branching workflows work best when you think of them as a decision tree, not just a list of questions.
Keep the number of branching levels practical. Too many layers can make the workflow harder to maintain and harder for users to complete.
If the same question appears across multiple branches and should report together, use the same reportName tag consistently.
Treat Mobilize as a strong first draft tool, not a final publishing step. Review and testing are still required.
For large or business-critical workflows, pilot the workflow with a small group before broader rollout.