Workflow Assistant
Build and edit automations from plain-language prompts with the Workflow Assistant. It places Steps, wires connections, and configures settings on an empty or existing canvas for review.
- Use it to
- Build, modify, explain, and repair automations from plain-language prompts on the canvas
- Find it
- Bottom dock → Workflow Assistant
- Cost
- 0 Step credits · Uses workspace Glow AI tokens
- Instead
- Direct MCP client connection (to build and validate drafts at 0 Glow AI tokens)
Build a First Draft
Open the Assistant
On desktop, the panel opens automatically on a new automation. Click Assistant at the bottom right to reopen it, or click Connect AI tool in the header or More (⋯) menu to build from ChatGPT, Claude, Gemini, Cursor, or VS Code (client setup).
Describe the Task
Name the trigger, apps, and destination, then press Enter:
When a new row is added to my Google Sheet, draft a welcome email, wait 2 hours, and send it via Gmail. Leave the automation unpublished.
See worked prompts and iteration guidance.
Watch It Build
Steps and connections appear live, numbered from 1 on an empty canvas. When finished, the assistant sets the starting point on the trigger and frames the graph.
Answer Its Questions
When a Step needs a Slack channel or sheet, the assistant places the draft first and offers 2 to 5 choices in chat (or I’ll pick it in the step). For missing accounts, use the connection card.
Work on a Shared Canvas
Teammates can inspect and edit while the assistant works. Wait for edits to settle before testing, and coordinate undo with collaborators.
Check Conversation Visibility
The chat thread belongs to the automation, so everyone with access sees all messages. Choose Me only to keep an automation private.
Follow Progress
Build progress collapses into an expandable status line while questions, account cards, and the summary stay visible.
Choose How Changes Are Applied
- Steps, parameters, and connections appear live as the assistant builds.
- Best for new automations or fast iteration on a draft.
- Undo supported edits with Cmd+Z / Ctrl+Z.
- Stages proposed edits in a review card without touching the live canvas.
- Open View all proposed changes and values to inspect every Step and field.
- Click Approve draft changes to apply, or Reject / Cancel to discard.
If the canvas changes while a proposal is pending, the card shows Workflow changed: request a new proposal.
Review Step Configuration
Review proposed field values, account bindings, and downstream references before testing.
Check Fields and Destinations
Verify channels, sheets, and mappings in the App drawer. Point messaging Steps at a test channel first.
Connect or Select an Account
When a Step needs an account, the build pauses with an app card:
- Click Link account, then choose a workspace account or Connect a new account → Continue.
- Click Use this account, review affected Steps, and click Confirm (or Review again).
- Chat refreshes and resumes. Changing a live trigger’s account restarts that trigger.
Validate the Draft
Before finishing, the assistant checks required parameters, references, routing, and connections. Resolve warnings in the App drawer.
Choose a Test
Tests run real actions, consume credits, and can send messages or create records. Check inputs, accounts, and destinations first.
Test One Step
Test One Step with Consent
Before running an action test with side effects, a consent card previews the tool, account, payload, and credit cost. Click Approve this test to run that Step alone and map its output downstream, or Decline to skip (MCP testing grants).
Recover an Interrupted Build
If the panel shows Changes saved. Waiting for the canvas to synchronize…, wait before prompting again. Click Retry this prompt after a network error, or press Cmd/Ctrl + Z to undo edits (Undo & Redo).
Prompting and Iteration Guides
Jump to Prompt and Iterate with Workflow Assistant:
Name the trigger, apps, and destination.
Write a Clear First RequestSketch numbered stages in notes.
Plan with Sticky NotesCopy prompts by complexity.
Worked Prompts by LevelExplain or edit an existing canvas.
Modify or Explain an AutomationModify or Explain
Modify or Explain an Automation
Iterate on an existing canvas.
Understand an Inherited Canvas
Explain the Automation
Modify Logic
Suggest Improvements
- Run
- Open the Assistant panel, describe a trigger and action, and press Enter
- You should see
- The Workflow Assistant places and connects draft Steps, sets the starting point, and prompts for required accounts or resources.
What’s Next?
👉 Prompt and Iterate with Workflow Assistant for worked requests, or follow Your First Automation to build manually.