Guide Building workflows

AI Template Generation

Describe your approval process in plain English and get a working draft flow back — name, form fields, and structure generated for you, ready to review and adjust before it goes live.

Updated

Admin
Open ApproveThis

Building a workflow from scratch means naming it, adding every form field, and deciding on structure before you have anything to react to. The AI Generator takes a plain-English description of your approval process and returns a draft workflow — name, form fields, and structure — that you can review and adjust before publishing. It's available on all tiers, and it's aimed at Administrators setting up a new approval process.

Who this is for: an Administrator.

Describe your process and generate a draft flow

Starting from a generated draft is faster than assembling fields one at a time when you already know how the process works in practice. You describe the process once and get a workflow you can edit rather than a blank form.

  1. Sign in as the Administrator.

  2. Go to https://app.approvethis.com/flows/create.

    Go to https://app.approvethis.com/flows/create.
    Go to https://app.approvethis.com/flows/create.
  3. Click AI Generator.

    Click AI Generator.
    Click AI Generator.
  4. In Describe your approval process, type a plain-English description of the process you want a workflow for — who submits, what they're asking for, and who signs off. The example uses Team members request office equipment and a manager signs off on the cost.

    In Describe your approval process, type a plain-English description of the process you want a workflow for — who submits, what they're asking for, and who…
    In Describe your approval process, type a plain-English description of the process you want a workflow for — who submits, what they're asking for, and who…
  5. Click Build Form to generate the draft from your description.

    Click Build Form to generate the draft from your description.
    Click Build Form to generate the draft from your description.
  6. Click Create & Customize to open the generated workflow for review and editing.

    Click Create & Customize to open the generated workflow for review and editing.
    Click Create & Customize to open the generated workflow for review and editing.