How to Create an Automation with AI
Step 1: Start a New Automation
Go to Settings
Navigate to Automations
Click New Automation (top right)
Select Create with AI
You’ll see a prompt explaining what details the AI needs.
What to Include in Your Prompt
For best results, include:
Trigger Event - When the automation should be spawned (e.g., "when a new lead is created")
• Enrollment Conditions (optional) - Additional rules that filter when the workflow should enroll
• Re-enrollment Events (optional) - Events that will re-run the entire automation from the beginning
• Actions & Conditions - What the automation should do and when
The more specific you are, the better the result.
Example Prompt
Here’s an example of a multi-step automation request:
Create an automation that sends two separate follow-ups to customers who received an estimate but have not signed it.
Send the first message three days after the estimate is sent as a text message.
Send the second message one week after the estimate is sent as an email reminder to sign and pay their deposit.
Click Send, and the AI will generate the automation.
What the AI Generates
After processing, the AI will automatically populate:
Automation Name if one wasn't supplied
Description (if applicable)
Enrollment Trigger (e.g., Estimate Sent)
Conditions (e.g., Time Since Estimate Sent = 3 days / 7 days)
Automation Steps
In our example, it correctly:
Set enrollment to Estimate Sent
Created two time-based steps (3 days and 7 days)
Configured SMS and Email actions
Review Before Publishing (Important)
AI is powerful — but it can make mistakes.
Always review your newly create automation before publishing.
In our example we did not include a restart trigger, easy to do by accident, and if you don't review it would not have restarted when a new estimate was sent.
Think of the AI Assistant as your first draft builder.
Publishing the Automation
Once you’ve reviewed everything:
Click Save
Click Publish
Until it is published, it will remain in Draft mode and will not run.
When to Use AI
AI is especially helpful when:
Building multi-step sequences
Creating layered timing rules
Designing conditional follow-ups
You’re unsure how to structure the logic manually
For simple automations, templates may be faster.
For advanced or custom workflows, AI can save significant time.
Best Practices
Be specific in your prompt
Include restart behavior if needed
Always review before publishing
Test with internal jobs first
Monitor results after activation
Ongoing Improvements
The AI Assistant will continue to improve over time. If you experience unexpected results or have feature suggestions, please share feedback with the team.