Creating Workflows with AI

What is AI-assisted Workflow creation?

AI-assisted Workflow creation helps you create a Workflow draft from a simple prompt.

Instead of starting from a blank canvas and manually choosing every trigger, action, delay, filter, and setting, you can describe what you want to automate. Amplemarket will turn your request into a draft Workflow that you can review, edit, and publish from the existing Workflow editor.

Think of it as a faster way to create the foundation of a Workflow — not a replacement for reviewing and configuring it before it goes live.

Why use AI to create a Workflow?

Creating a Workflow from scratch can take time, especially if you’re not sure which trigger or action to use.

AI-assisted Workflow creation helps you:

• Create a strong starting point faster

• Avoid starting from a blank canvas

• Translate an automation idea into Workflow blocks

• See what parts of your request are supported

• Finish configuration inside the regular Workflow editor

How it works

1. Describe what you want to automate

Start by entering a prompt that explains the outcome you want.

For best results, include:

• What should trigger the Workflow

• Who or what the Workflow should apply to

• Any conditions that matter

• What action should happen next

A useful structure is: When [event happens], if [condition is true], then [action should happen].

Example: When a Sequence finishes with no reply, wait 30 days, then add the contact to my nurture Sequence.

2. Amplemarket checks whether the Workflow can be created

After you submit your prompt, Amplemarket checks whether your request can be built using the Workflow blocks currently available in your account.

There are three possible outcomes:

3. Review any unsupported steps

Sometimes your prompt may include something that is not supported yet.

For example: When a meeting is booked, add the contact to a Sequence and notify me in Slack.

If Slack notifications are not supported in Workflows yet, Amplemarket may tell you that it can create the meeting-booked trigger and the Sequence action, but cannot create the Slack notification step.

In that case, you may be able to continue by skipping the unsupported step or using a suggested workaround, such as creating a one-off task instead.

You’ll always be able to review what changed before creating the draft.

4. Open the draft in the Workflow editor

When the draft is created, you’ll land in the existing Workflow editor.

From there, you can:

• Review the trigger

• Edit or add actions

• Configure missing details

• Choose the right Sequence, list, mailbox, owner, or CRM field

• Review Workflow settings

• Publish the Workflow when ready

AI-created Workflows are saved as drafts. They do not go live automatically.

What AI can help create

AI can help create Workflows using blocks that are already available in the Workflow editor.

Depending on what is enabled in your account, this may include:

• Triggers based on supported Amplemarket events

• Actions such as adding contacts to Sequences or lists

• Removing contacts from Sequences or lists

• Marking contacts as completed

• Creating one-off tasks

• Updating supported CRM fields

• Enriching data

• Adding delays

• Adding supported filters or branches

The exact options available may depend on your account setup, integrations, and the Workflow blocks enabled for you.

Example prompts

Here are some examples of prompts that work well:

(1) When a Sequence finishes with no reply, wait 30 days, then add the contact to a nurture Sequence.

(2) When a meeting is booked, add the contact to a follow-up Sequence.

(3) When a LinkedIn connection is accepted, create a task for the owner to follow up.

(4) When a call is logged with a specific outcome, add the contact to a call follow-up Sequence.

(5) When a contact’s CRM status changes to Recycle, remove them from their current Sequence and add them to a nurture list.

What AI can’t do yet

AI-assisted Workflow creation only creates new Workflow drafts using supported Workflow blocks.

It does not:

• Launch Workflows automatically

• Edit existing Workflows

• Create blocks that are not supported by the Workflow editor

• Guarantee that every prompt can be turned into a Workflow

• Automatically connect unsupported tools or apps

• Replace your final review before publishing

If your prompt includes unsupported steps, Amplemarket will explain what can’t be created and may suggest a workaround.