Step 1: Format Your Questions (Excel, Word, or Text Editor)
What You'll Do: Create a properly structured document with your workflow data using your preferred tool.
Actions:
Open Excel/Word Text Editor and create a new document
Set up your levels based on your branching needs:
Level A, B, C, etc.: [Your branching category headers]
Final Level: [Your questions]
Enter your data following this format example:
Recommended Indented Format: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?Alternative Bracket Format:
[Building 1] [Safety] [Morning]
- Are fire exits clear and unobstructed?
- Is emergency equipment easily accessible?
[Building 1] [Safety] [Evening]
- Are fire exits clear and unobstructed?
- Is emergency lighting functional?Formatting Guidelines:
Next Steps:
Ensure consistency - use exact same spelling for your categories throughout
One question per row/line - repeat category combinations as needed
Review for completeness - ensure all category combinations have their associated questions
Save your file with a clear filename for documentation purposes
Quality Checklist:
Consistent spelling across all entries
Complete questions in final column
Clear, descriptive headers
Step 2: Access Mobilize AI
What You'll Do: Navigate to the workflow creation area in Mobilize AI.
Actions:
Log into ANVL Insights (https://insights.anvl.com/)
Open Mobilize AI
Step 3: Provide the Detailed Prompt
What You'll Do: Give Mobilize AI specific instructions using the standardized prompt.
Actions:
Copy this prompt into Mobilize AI (edit as needed)
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 (left to right)
Each header (except the final questions) 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 Heder A options
Second Question(s) (one per response option from first question): Select from Header B options
Continue: Through all remaining columns in sequence
Finally: Display questions that match ALL selections in sequential order as provided
Intervention Logic:
For questions where "No" or other undesirable responses indicate issues, automatically add a follow-up question asking, "What action will you take to address this?" or similar intervention prompt
Ensure follow-up questions only appear when the triggering response is selected
Additional Requirements:
Preserve exact question wording from the questions column
Ensure proper filtering based on all branching column selections
Include reportName tags for all questions
Test that users see only relevant questions for their complete selection path
Handle the correct number of branching levels based on my column structure
[ADD YOUR QUESTIONS HERE]
Review the prompt to ensure it is complete
Send the prompt to Mobilize AI along with your uploaded file
Review the responses from Mobilize and add detail or clarity if needed
IMPORTANT: Ensure you pasted in your questions, if not do that now and hit SendIMPORTANT: Ask Mobilize "Please provide all of the questions you will create"
Review the questions and ensure they are correct
Click Mobilize to create the Draft
Enter a Name for the Draft and click Create
Wait for the Draft to be created and click the "Take me there link" to open it
If Draft Creation Fails
This typically occurs when your dataset contains too many questions for a single workflow. Mobilize AI may timeout or fail to process the entire structure.
Solution: Split Into Multiple Workflows
Actions:
Identify your top-level categories (Header 1 items)
Create separate workflows - one per top-level category
Example: If you have "Building 1", "Building 2", "Building 3" as top-level categories, create three separate workflows
Step 5: Review the Generated Draft
What You'll Do: Examine the AI-generated workflow for accuracy and completeness.
Actions:
Wait for AI processing (progress bar will display)
Review the workflow structure that Mobilize AI created
Check these key elements:
Branching levels match your header structure
All unique values from each column appear as options
Questions appear only after all selections are made
Question text matches your question text exactly
All questions have "reportName" tags
Filtering works correctly for all branching paths
Verify completeness - all your questions should be represented
Make edits as needed and Save the Draft
Publish the workflow to your testing site
Step 6: Test and Refine
What You'll Do: Validate the workflow functions as intended.
Actions:
Run a test of the workflow from start to finish
Log out of the mobile app or workflows.anvl.com
Log back in to the mobile app or workflows.anvl.com
Click Start Workflow and select the workflow to start it
Try different combinations of selections to ensure proper filtering
Check question accuracy against your original Excel file
Verify reporting tags are present on all questions
Test all branching paths to ensure complete functionality
If issues exist:
Note specific problems
Provide corrective feedback to Mobilize AI
Request specific modifications
Once satisfied, save and deploy your workflow
Step 7: Document and Save
What You'll Do: Preserve your work for future updates.
Actions:
Save your Excel file with a clear filename and date
Document the workflow name and purpose in Mobilize AI
Save any custom prompts you used for future reference
Test the final workflow one more time
Share with others about what worked will and what to avoid in the process
Troubleshooting Common Issues
If questions don't appear correctly:
Verify consistent spelling in all category columns
Ensure complete data across all rows
If branching logic is wrong:
Review your header order
Check for duplicate or inconsistent values
Verify the prompt was submitted correctly
Provide more detailed branching instructions in your prompt.
If questions are modified:
Emphasize "exact language" in your feedback
Provide the specific original wording
Request regeneration with stricter adherence to source text
Success Criteria
Your workflow is complete when:
Users can navigate through all branching levels in sequence
Only relevant questions appear based on complete selection path
All question text matches your source exactly
ReportName tags are present on all questions
The workflow flows logically through all branching levels
All your original data is represented in the workflow
Filtering works correctly for every possible selection combination
This process typically takes 15-30 minutes for a standard dataset and ensures you get exactly the branching logic workflow you need, regardless of how many branching levels your data requires.