Workflow Maps: Understand and manage automations with the AI assistant

What’s new?

You can now use an AI assistant directly inside Workflow Maps to ask questions about your automations, investigate issues, organize the map, and request workflow builds or edits.

The assistant uses your workflow and map context to help with account-specific questions and actions.

Why this matters

Understanding and maintaining an account often involves searching, opening workflows, reviewing dependencies, and making organizational changes. The assistant lets you describe the question or outcome in plain language and work through it from the map.

How it works

Go to Automation > Workflows > Workflow Maps, then open Assistant.

• Understand a workflow: Ask what a selected workflow does or request a summary of a folder.
• Find and investigate: Locate workflows by name, review issues, or ask about a workflow’s connected assets.
• Focus the map: Ask the assistant to filter or highlight relevant workflows and folders.
• Organize your account: Request folder creation, workflow moves, renaming, or notes.
• Build or edit workflows: Describe the automation you want to create or change. Supported builds and edits run as background jobs.
• Review proposed actions: Use the approval controls to review plans and decide how supported changes are applied.

Common use cases

• “Explain what this workflow does.”
• “Show only drafts in the Sales folder.”
• “Create a welcome email and SMS workflow.”
• “Move these workflows into an Onboarding folder.”

Additional notes

• The assistant works within your access permissions.
• Actions such as deletion and whole-map rearrangement still require confirmation, including when automatic approval is enabled.
• Saved views store filters. They do not save the map’s zoom, position, or layout.
• Launch access: Workflow Maps is available only to agency users and agency admins at launch.

Preview