Build an automation with the AI automation builder
From the WorkFlow Builder, describe what you want: “When a new client comes from Instagram, send a welcome and create a call task”. It suggests a plan that passes the save check, and it never publishes anything by itself.
The assistant sees the saved automation, the library of triggers and actions, and 24 ready templates. It can try the automation on one record without saving anything.
If the automation is on, the card shows how many times it ran in the last 30 days. For the “field stayed the same” trigger, it shows how many records would start right away.
If a teammate saves the automation while it’s planning, nothing is written and it plans again.
At a glance
Button
What it does
Ask AI
Opens the AI panel from the automation’s top bar
Describe it to AI
When you’re not sure which trigger or step to pick, describe it in your own words instead
Approve & build
Writes the plan to the canvas
Approve as a draft
Shows instead when the automation is on: the change is saved as a draft, and you publish it when ready
Decline
Drops the plan, and nothing is written
To change a plan, type what you want in a message: it plans again.
If something goes wrong
What you see
Why
What to do
“I couldn’t prepare an automation that can be saved”
3 plans didn’t pass the check.
Add details about what you need.
“There’s no saved automation for me to read”
The canvas is empty.
Describe what you want so it can plan.
Saving was refused
You don’t have the permission to edit automations, or the save check refused it.
Check your role or the plan.
A real example
Namaa Academy
The situation
The supervisor doesn’t know how to build automations.
What they did
She wrote: “When a client comes from an Instagram ad, send the welcome template and create a call task within an hour for the assignee”.
She answered its questions, checked each step of the plan on the canvas, then chose Approve & build.
The result
A ready automation waiting to be published, and the supervisor saw how it works before approving it.
A made-up company, to show the idea. The numbers are rounded.
Good to know
Available from the WorkFlow Builder only.
It never publishes a draft, and a new automation is created paused.
It doesn’t show message templates or mailboxes; it asks you for the template.
A WhatsApp template not approved by Meta can’t run.
It doesn’t rename the automation or change the canvas layout.
2 rounds of questions, and after 3 plans refused by the save check, it stops.
