There's Two Ways to Create a Process using SmartFlow (AI Tools)
First method: Let SmartFlow create a process for you from almost any type of document that you upload
Second method: Let SmartFlow create a process for you from a prompt
Second method: Let SmartFlow create a process for you from a prompt
Select AI Tools at the top of the process map
Select Explore Process Ideas. Explore Process Ideas card will popup
Your current process title will appear in the title field. This can be amended if needed
Your current process objectives will appear in the Objectives field. This can be amended if needed. Objectives assist AI to understand your requirement
Select the number of steps required
Include Roles in query result:
Toggle the switch ON to include roles
Toggle the switch OFF to exclude roles
Directly import sections into this Process
Toggle the switch ON to import nodes directly onto the map
Toggle the switch OFF to create the process in the import panel and manually drag and drop onto the process map
Click on the green Generate button
The process will appear
If you opted to import the activities directly onto the process map, the process will appear on the map, after the last node of the existing process:
If you opted not to import the section directly onto the process map, the import panel will open, and the steps will appear there to be manually dragged and dropped onto the map, where the current process will still be:
