How to Use Workflow AI in Grow

Workflow AI is a helpful tool inside Grow. It can explain what a workflow does, help you fix problems, and suggest what to do next. You can also ask it how to add new actions or build a brand-new workflow.

Where to Find Workflow AI

In Grow, click Workflows on the left menu.
Open any workflow:
- a workflow you already have, or
- a new workflow you are building.
Look on the left side bar inside the workflow.
Click the two-stars icon (✨).
This opens the Workflow AI Assistant.

What Workflow AI Can Do

Workflow AI can help you in a few main ways:

Describe a workflow so you understand it
Explain errors if something is not working
Suggest next steps to improve your workflow
Tell you how to add an action
Help you plan a new workflow from scratch

Option 1: Describe This Workflow

Use this when you don’t know what a workflow does.

Open the workflow you want to understand.
Click the two-stars icon (✨).
Click “Describe this workflow.”
Wait while it scans your workflow.
Read the summary it gives you.

What you’ll see:

What triggers the workflow
What actions happen
What the workflow is trying to achieve

This makes complicated workflows easy to understand.

Option 2: Suggest Next Steps

Use this when your workflow works, but you want to make it better.

Open your workflow.
Click the two-stars icon (✨).
Click “Suggest next steps.”
Read the ideas AI gives you.

Examples of suggestions you might get:

Send a follow-up survey
Send a booking link
Add reminders
Notify your team
Add lead scoring or tasks

You can pick the ideas you like and ignore the rest.

Option 3: Ask How to Add an Action

Use this when you want your workflow to do something new.

Open your workflow.
Click the two-stars icon (✨).
Click “Add an action.”
Type what you want to happen.

Example:

“I want the lead to book an appointment.”

Workflow AI will tell you:
- what action to add
- where to place it
- how to set it up

It’s like having a coach guiding you step-by-step.

Option 4: Get Help With an Error

Use this when something is broken or confusing.

Open your workflow.
Click the two-stars icon (✨).
Type your question in the chat box.

Example:

“Why am I getting this error?”

AI will ask what error you see.
Tell it the error message.
AI will explain what it means and how to fix it

Option 5: Plan a Brand-New Workflow With AI

Workflow AI is great for creating new workflows even if you are not tech-savvy.

Go to Workflows.
Click Create Workflow.
Click the two-stars icon (✨).
Type what you want to build.

Example prompt:

“I want a week-long holiday workout event. Members bring a friend. Friends scan a QR code, fill out a form, and get messages before and after the event.”

Workflow AI will give you a plan, like:
- Create a guest/referral form
- Make a QR code for the form link
- Set the workflow trigger to that form
- Add SMS/email welcome messages
- Add wait steps and reminders
- Add post-event follow-ups

You can follow the plan to build your workflow.