AI Builder

The AI Builder is a conversational assistant built into the workflow editor. Describe what you want in plain language, and it will create steps, configure integrations, and wire everything together for you.

Opening the AI Builder

Open the AI Builder panel from the workflow editor toolbar, or press Cmd+I (Mac) / Ctrl+I (Windows/Linux). The panel appears on the right side of the canvas.

How It Works

1. Describe your workflow — type what you want to build in natural language
2. AI researches — the builder looks up available steps, connection types, and platform capabilities
3. Steps appear on canvas — configured steps are placed on the workflow canvas in real-time
4. Refine with follow-ups — keep the conversation going to add steps, change logic, or adjust configuration

The AI Builder understands the full QuickFlo platform — step types, template syntax, connection types, control flow, and data transformations. It references your actual connections and available step library when building workflows.

What You Can Build

The AI Builder can create complete workflows including:

• HTTP integrations — API calls with authentication, headers, and response handling
• Data pipelines — fetch, transform, filter, and route data through multiple steps
• Control flow — if/else branching, for-each loops, switch statements
• Triggers — webhook, schedule, form, and manual triggers
• AI steps — LLM calls with structured output, knowledge base queries
• Notifications — email, Slack messages, and other integrations

Example Prompts

• “Check a Stripe API for new payments every hour and send a Slack summary”
• “When a webhook triggers, look up the user in my database and send them a welcome email”
• “Fetch data from an API, filter out inactive records, and insert the rest into a Google Sheet”
• “Every morning at 9am, pull a report from an API and email it to my team”

The Building Process

When you send a prompt, the AI Builder goes through several steps — you’ll see tool call badges appear as it works:

Tool	What it does
Get Step Schema	Looks up the configuration fields for a specific step type
List Steps	Discovers available step types by category or search term
List Connections	Checks what connections you have configured
Platform Guide	Reads platform documentation on topics like triggers, containers, or template syntax
Get Example Workflow	Finds example workflows that match your use case
Web Search	Searches the web for API documentation or integration guides

Once it has enough context, it places the configured steps on your canvas. You’ll see them appear in real-time as the AI streams its response.

Multi-Turn Conversations

The AI Builder maintains conversation context, so you can iteratively build and refine:

1. “Build a workflow that fetches leads from an API” → AI creates the HTTP step
2. “Now filter out leads with no email” → AI adds a filter step
3. “Send an email to each remaining lead” → AI adds a for-each with an email step
4. “Add a webhook trigger” → AI configures the trigger

Each follow-up builds on what’s already on the canvas.

Tips

• Be specific about your data — mention field names, API endpoints, and expected data shapes when you can
• Reference your connections — say “use my Salesforce connection” instead of just “connect to Salesforce”
• Ask for changes — you can say “change the HTTP method to POST” or “add error handling”
• Start simple, then refine — describe the core flow first, then add edge cases in follow-up messages

Credits

Each AI Builder message uses credits from your plan. The number of credits consumed depends on the model mode you select:

Mode	Credits per Message	Best For
Fast	1	Quick questions, simple changes, adding single steps
Precise	2	Multi-step workflows, detailed configuration
Complex	4	Complex logic, multi-integration workflows, nuanced reasoning

Follow-up tool calls within the same message (e.g., looking up step schemas or searching the web) don’t consume additional credits — only your sent messages count.

Tip

After the AI Builder creates your workflow, you can always fine-tune individual step configurations manually in the step editor. The AI gives you a solid starting point — you own the final result.