1Open the AI panel
Two entry points
The studio gives you two ways to talk to the AI:
- Describe-and-go strip — a one-line input on the left of the canvas with a "Describe your workflow… → Go" form. Best for the first prompt of a new workflow.
- AI panel — opens with the AI tab on the right activity bar (or by pressing A). Best for ongoing chat-style refinement.
Per-workflow chat sessions
Every workflow has its own chat history. Re-open the AI panel later and you'll see the conversation that built (or last refined) the workflow. Sessions are private to your user account.
2Describe a workflow
Write the prompt
Be specific about goals, the systems involved, and the human hand-offs. The assistant has read access to your registered systems and their commands, so naming a system is enough.
Useful patterns
- State the trigger: "When <event>, do <X>."
- Name the systems: "Use Workday for…, EntraID for…, ServiceNow for…".
- Mark approvals: "Pause for the manager to approve before…".
- Give edge cases: "If the user already exists in EntraID, skip creation".
If you already have nodes on the canvas, the assistant gets the current graph as context. Asking "add error handling" or "split this into two phases" works on the existing workflow.
3Review the streaming reply
Reply streams in
The assistant streams its reply token-by-token. You'll see a short narrative of what it's about to build, followed by a workflow card showing the proposed nodes and edges. The narrative tells you which systems and actions it picked and why.
Stop streaming
If the reply is heading the wrong direction, click Stop next to the chat bubble. You can re-prompt without losing the existing conversation.
4Apply the suggestion to the canvas
Click ✨ Apply
The Apply button on the workflow card replaces the current graph with the suggestion. The canvas re-renders and auto-layouts the new nodes. The Save button does not fire automatically — review and Save when ready.
What gets applied
Nodes, edges, parameters, and (if the assistant inferred them) declared inputs and variables. References to systems and actions are resolved against your tenant — if the assistant suggested an action that doesn't exist, the apply step warns you and leaves a placeholder.
If you were mid-edit, your work is overwritten. Use Ctrl+Z to undo (the apply registers as a single undo step) or save before applying.
5Iterate
Refine in chat
After applying, follow up in the same session: "Add a retry policy to the EntraID create node", "Split the manager approval into two stages", "Use Slack for the approval, not email". Each follow-up returns a new workflow card you can apply.
Reset the conversation
The panel header has a New chat button to start a fresh session for the same workflow. Useful when the conversation has gone in a direction you no longer want to anchor on.
6Mix AI suggestions with manual edits
The AI is fine with your edits
You can apply a suggestion, then drag nodes around, change parameters, add Pins, and ask the assistant for the next refinement. The next reply takes the modified graph as input — your edits are not lost.
Patterns that work well
- Use AI for the skeleton; tune parameters and conditions by hand.
- Generate one branch with AI ("the happy-path"), then add error-handling branches manually.
- Use AI to refactor: "rewrite this workflow without the manual approval step".
The assistant is a co-author, not an oracle. Treat its drafts the same way you'd treat a colleague's: review, test, then save.