Mobilize allows Workflow Managers to quickly generate a new workflow Draft using AI, uploaded documents, existing workflows, or voice input. Mobilize always creates a Draft—review, refine, and test before publishing to users.
You must have access to Mobilize. If you do not see it, contact your Business Administrator or Benchmark Gensuite team.
Answer
Use Mobilize → Editor to generate a Draft workflow using one of three methods: Document-only, Chat + Document, or Chat/Voice only. After generation, refine and test the Draft before publishing.
Steps
Log in to ANVL Insights.
Navigate to MobilizeAI
Choose your creation method (see below). Follow the steps to prepare and process the workflow inputs.
Click Mobilize.
Enter a workflow Draft name. Click Create.
Wait for processing to complete.
Click Take me there to open the Draft.
The workflow will appear under Drafts.
Choose the Right Mobilize Method
Option 1: Document-Only (Most Accurate to Standards)
Use when building directly from:
SOPs
Lockout / Tagout procedures
Company standards
Audit checklists
Rules:
Upload the document only.
Do not type anything into the chat.
Do not ask questions about the document in chat.
Mobilize will generate the workflow strictly from the document content.
Steps
Select Upload File.
Select the file(s) to upload.
Wait for the file(s) to process.
Immediately click Mobilize.
Important: Ensure there are no details entered into the chat prompt. You should see tiles with example prompts in the left pane.
Option 2: Chat + Document + Existing Workflows (Most Flexible)
Use when you want AI-assisted design or adaptation.
Mobilize combines:
Your chat prompt
Uploaded documents
Existing workflows in your organization
You can:
Describe the workflow goal
Respond to follow-up questions
Reference standards (e.g., OSHA)
Use voice-to-text
Important:
The chat cannot reference uploaded documents until you click Mobilize.
The AI will not be able to summarize or explain the uploaded document directly in chat.
Steps
Select Upload File.
Select the file(s) to upload.
Wait for the file(s) to process.
Enter additional details in the chat - refine as needed.
Option 3: Chat or Voice Only (Quick Start)
Use for exploratory or simple workflows:
Examples:
“Create a daily safety observation workflow.”
“Build a basic 5S audit.”
Mobilize uses:
Your prompt
Patterns from existing workflows
After Mobilize Creates the Draft
Always:
Review and refine question wording
Adjust question types
Confirm workflow sections (categories)
Review routing and logic
Then:
Publish to a Demonstration / UAT Group.
Test end-to-end behavior.
Publish to Production Groups after validation.
Common Issues & Tips
Document Upload Errors
Large files may fail.
Avoid multi-sheet Excel (XLSX) files.
Split large documents if needed.
Complex or Branching Workflows
Avoid combining unrelated branches in one workflow.
Create separate workflows or copy a core workflow for variations.
This improves long-term maintainability.
Additional Details
Job Role: Workflow Manager | Permission Level: Admin (ANVL Manager) + ANVL TECH (ANVL Workflows) | Special Rights: Workflow Management (Create)