Running a small business means juggling many tasks at once. Automating repetitive processes can save you time and help you stay organized, but creating these automations can sometimes feel complicated. With AI-powered workflow creation, you can now build detailed automation sequences just by describing what you need—no technical skills required.

📌 Why This Matters

Automations help small business owners manage tasks like sending follow-up messages, scheduling reminders, or organizing leads, without spending hours setting up complex systems. With AI assistance, you can have efficient workflows working for you, so you can focus more on growing your business and less on repetitive admin.

✨ What’s New

• AI Workflow Generation: Simply explain what you want to automate in plain language, and the system creates the entire workflow for you, including triggers, actions, wait steps, and conditions. Whether it’s a simple drip campaign or a multi-step customer follow-up, you’re covered.
• Natural Language Editing: Need to tweak your existing automation? Just describe changes in everyday language to add waits, change actions, or update messages without rebuilding anything from scratch.
• Point and Edit: For precision, you can click or drag-select parts of your workflows to make bulk changes, perfect when your automation grows more complex.
• Chat Mode: Brainstorm your automation ideas through a conversational interface, refining your plan before building it out. The AI keeps track of context as you switch between chatting and creating.
• User-Friendly Interface: A clean, modern design with helpful templates and visual cues makes it easy and enjoyable to build and manage workflows.

🛠️ How to Use It

1. Start by describing your goal: Tell the system what task you want to automate — for example, “send a welcome email when a new customer signs up” or “follow up with an SMS if there’s no response within two days.”
2. Review and customize: Check the generated workflow steps, making any edits by typing simple instructions or selecting parts you want to change.
3. Test your workflow: Before putting it to work, manually test the sequence to make sure everything runs as you expect.
4. Activate and enjoy: Once satisfied, activate the automation and let it handle routine tasks, freeing up your time.

💡 Pro Tip

Using AI to create and fine-tune your workflows makes managing customer communications and follow-ups easier, helping you stay consistent and capture more opportunities without extra effort.