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Create a Process using SmartFlow (AI) with a Prompt

Let AI create a process for you from a process title

Hylet Pistorius avatar
Written by Hylet Pistorius
Updated this week

There's Two Ways to Create a Process using SmartFlow (AI)

  1. First method: Let SmartFlow create a process for you from almost any type of document that you upload

  2. Second method: Let SmartFlow create a process for you from a prompt

Second method: Let SmartFlow create a process for you from a prompt

  • Open a process or create a new process

  • In the right-hand diagram content menu, select the import panel

  • Click on the Generate with AI button

  • Your process title will appear in the title field. This can be changed if needed and you can add objectives to assist AI in understanding your requirement

  • Select the number of steps required

  • Toggle the switches to import the sections

    • You can import roles with the sections

    • You can import the sections directly onto the process map

  • Click on the green Generate button

  • The process will appear

    • If you opted to import the section directly onto the process map, the process will appear on the map

    • If you opted not to import the section directly onto the process map, the steps will appear int he import panel

If you choose not to import the sections directly onto the process map, you can drag and drop each section onto the map as desired.

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