Use the Workflow Designer Agent

Use the WFD Agent in Workflow Designer

To use the WFD Agent:

1. On the Workflow Designer page, select the workflow you want to edit.
2. Select the Assistant button in the bottom-left corner.
3. Enter a prompt describing the workflow change or review you want.
4. Click Save to preserve your changes.

Example Prompts

• Add a monetary field called Subscription Fee to the Launch Form.
• Move the Effective Date question above the Counterparty Name question.
• Add an email notification when the workflow enters the approval stage.
• Explain and help troubleshoot the validation error in this workflow.
• Set the renewal notice period to 90 days.

Best Practices for Clear Prompts

• Specify field types and locations. Name the field type and the section or form where it belongs. Supported types include text, number, monetary amount, date, boolean, dropdown, and document.
• Define complete condition rules. When asking for routing or visibility logic, specify both the property and the threshold (e.g., "when Agreement Effective Date Type is 'On a date specified in the agreement'").
• Group multi-step requests. List the fields, sections, and rules you want to create or change. For a large build, ask the WFD Agent to outline a plan for your confirmation before applying changes.
• Review before publishing. Always review your changes in WFD before saving or publishing.