How-to guide
Build a flow with AI
Use AI to turn a rough automation idea into a structured starting point you can review and refine.
Before you start
- A clear goal for the flow.
- Your audience, trigger, and intended next step.
- Any approved copy, links, or brand guidance.
Follow these steps
- 1
Open Flow AI and describe the audience, trigger, goal, and desired outcome.
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- 2
Review the generated structure and adjust messages, actions, and handoff points.
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- 3
Test the flow with realistic inputs before you publish it.
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What this helps you do
- • A faster first draft for an automation.
- • A structure you can edit instead of starting from a blank canvas.
- • More time to focus on quality and customer experience.
Troubleshooting
- • Give Flow AI specific inputs rather than a broad idea.
- • Treat generated content as a draft and check every message.
- • Add your own links, policies, and escalation rules before launch.
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