Business Problem
Businesses often know the automation outcome they want but still need to manually configure every Workflow through the UI. Creating triggers, connecting steps, setting up branches, validating the graph, testing different paths, and publishing safely can be time-consuming and requires detailed knowledge of the Workflow builder.
Without agent-assisted Workflow creation and validation, users may create incomplete configurations, miss required connections, introduce unintended side effects during testing, or publish changes without a clear understanding of their impact. Managing existing Draft or Stopped Workflows also requires users to inspect and troubleshoot them manually.
Desired Outcome
Enable an AI agent to turn an approved automation goal into a working Workflow through a controlled, permission-aware process.
The agent should be able to:
  • Propose and create a Draft Workflow using supported Triggers, Steps, Branches, and connections.
  • Inspect and edit Draft or Stopped Workflows while respecting user permissions and protecting existing versions.
  • Validate the complete Workflow graph and return actionable errors, warnings, and publish blockers.
  • Test representative paths using the supported test mechanism, with side effects isolated where the platform allows.
  • Present a clear publish summary and require explicit user confirmation before publishing.
  • Publish an attributable Workflow version, inspect authoritative run status, and support eligible retries or recovery to a previous version where the platform supports it.
Use Cases
  • An onboarding specialist describes a business goal, such as qualifying new leads and assigning them to the right team, and the agent creates a Draft Workflow for review.
  • A user asks the agent to inspect a Stopped Workflow, identify the failure, and propose or apply a permitted fix without overwriting the existing version.
  • A user validates a Workflow before publishing and receives clear information about missing connections, invalid configurations, warnings, and blockers.
  • A user tests representative branches without triggering unintended customer messages or other side effects where isolation is supported.
  • A team reviews the proposed changes, affected paths, and expected behavior before explicitly approving publication.
  • After publishing, users can identify which agent or user created the version, inspect the authoritative run status, retry eligible runs, or recover a previous version where supported.