Create a Workflow using Generative AI
Use the Generate AI functionality to create a quick workflow solution.
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Do either of the following:
- Navigate to the Quick Workflows page and click Create new workflow.
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On the TotalAgility Apps Home page, click the Tungsten Copilot card.
The Quick Workflow page opens in a new browser tab. The Copilot design experience opens with the floating Chat with Copilot window where you can chat with Copilot and request workflow creation.
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In the Chat box, enter your request in one of the following ways:
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Use plain text such as "Approve expense claim".
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Use the attachment icon to upload images and files and then enter your request such as "Create a process using the image".
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When you upload an image, a thumbnail is displayed, and the image content is passed as input to the provider. The image types of JPEG, PNG, JPG, GIF, and WebP are supported. If an unsupported type is used, an error appears.
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When you upload a file, the text from the file is passed as input to the AI provider. The file types of .xml, .csv, .txt are supported.
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When you request the AI provider to create a process based on the image, not all models support the use of images. Currently, the supported model is "gpt-4-vision-preview."
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When you request the AI provider to create a process based on the uploaded file, the vision model is not supported.
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Click the Return icon
or press
Enter.
The Copilot returns the following response.
In the Chat with Copilot window -
A message: "A workflow has been created. Would you like to generate the solutions (forms, queries, and more) using this workflow or would you like to request changes via the chat, for example, add an additional task?"
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The options to generate or start over the workflow.
On the Workflow tab The workflow created by Copilot with the workflow name. On the Workflow details tab - The editable workflow name for the solution generated by the AI provider.
- Read-only data.
- All properties set to the default values for a Quick Workflow solution.
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Once a workflow is created by Copilot, you can do the following in the Chat window.
Request for a change to the current workflow.
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In the box, enter, for example, "Add a step to notify on the loan application result." or select another image and request to recreate the existing workflow using the image.
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Press Enter.
Generate the solution.
Click Generate solution in the window or Generate on the ribbon bar.
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The following message appears in the chat window: "Congratulations!!, your solution is now available. You will be redirected to the solution automatically in 5 seconds."
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The newly generated solution opens in the Quick Workflow designer and is locked. You can modify and publish this solution like any other workflow solution.
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An audit log entry is recorded that the workflow solution is generated using Generative AI.
Enter a new request.
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Click Start over in the window. The current workflow is cleared.
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In the box, enter your request and press Enter.
The AI provider creates a new workflow.
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To close the workflow, click
Close on the
Quick Workflow
designer.
The workflow solution appears on the Quick Workflows list page.