Generate a workflow with AI

Important: 

  • This is a Beta feature.

  • The Generate workflow with AI feature is available only when the feature is selected in the AI features for the tenant.

Use the Generate workflow with AI feature to create a workflow leveraging the power of AI. You can describe the workflow you want, and within seconds, a suggestion of steps and workflow actions you can use to create the workflow is provided. You can then use the suggested workflow actions and open it in the designer canvas to configure the actions and add or remove actions as required before you publish it.

Beta Feature. The AI features in Nintex Workflow are beta features that provide new generative-AI experiments. Use is voluntary and for experimental purposes only, and your admin can turn off access to it at any time.

Integration with Azure OpenAI. AI features are enabled by integration with Azure OpenAI Service, which comes with Microsoft's built-in Responsible AI and enterprise-grade Azure security. You can learn more about Azure OpenAI Service here and about Microsoft’s applicable data, privacy, and security measures here. You acknowledge and agree that Nintex leverages Azure OpenAI Service to provide these AI features. By using AI features, you authorize and agree that Azure OpenAI Service may access, use, and store any Inputs and Outputs pursuant to its relevant terms and privacy policies.

Modification of Access and Use. Nintex may limit, modify, suspend, discontinue, or terminate your access to AI features at any time, with or without cause (without notice to you). Nintex may also separate these AI features from the Services at any time (without notice to you). Or Nintex may require payment for future or continued use (with notice to you). Nintex is not in any way liable to you for any limitation, modification, suspension, discontinuation, termination, or separation. Without limitation, the laws and regulations governing artificial intelligence and related technology are uncertain and evolving, and the ability to use these AI features may be adversely impacted in the future.

Inputs and Sensitive Information. You are responsible for ensuring that any content you make available while using the AI features (collectively, “Inputs”) is appropriate and permissible under Nintex’s Customer Use Policy and that you have the right to use such Inputs. In using the AI features, you are advised to safeguard important data; to not input confidential, personal, or sensitive information; and to use caution, particularly in relation to the Inputs.

Outputs and Verification. You are also responsible for any information, materials, or other content you generate using AI features (collectively, “Outputs”). You acknowledge that Outputs may not be accurate, complete, reliable, or otherwise fit for use (including from a legal and/or business perspective). Any Outputs should only be used as a starting point, and you should independently verify and cross-reference the Outputs with other reliable sources to ensure that the information or content is accurate, lawful, and otherwise appropriate and permissible under Nintex’s Customer Use Policy and before making any decisions or taking any actions based on the Outputs. You understand and agree that Outputs may not be unique across users and the AI features could generate the same or similar Output for other users. In addition, other users may input similar prompts and receive the same, similar, or different responses. You are not required to use any Outputs and should modify it as appropriate to ensure compliance with applicable laws, this notice, any applicable agreement with Nintex, and Nintex’s Customer Use Policy. Your use of the AI features and any content resulting from such use is entirely at your own risk. Nintex is not responsible or liable to you for the use of AI features or any Outputs. It is provided as-is without any warranties or guarantees of accuracy.

Acknowledgment. By using AI features, you acknowledge and accept that: (i) AI features integrates with third-party software tools provided by Azure OpenAI Service; (ii) your use is subject to this Disclaimer Notice and the terms of any applicable legal agreement between you and Nintex; and (iii) you have read, understood, and agree to this Disclaimer Notice.

Please contact us if you have any questions or concerns regarding this Disclaimer Notice or use of AI features.

Generate workflow with AI

Important: To access the Workflow Generator feature, it needs to be enabled in the AI features for the tenant.

  1. Open the workflow designer.

  2. To generate a workflow with AI:

    • In the How would you like to start? dialog, click Start with AI.

      Note: 

      • This dialog is displayed only if you haven't previously selected the Don't show this againcheck box in the same dialog.

      • To prevent this dialog from appearing again when you open the workflow designer, click the Don't show this again check box.

    • On the toolbar, click Generate workflow with AI. The Generate workflow with AI panel is displayed.

  3. In the Generate workflow with AI panel, enter a workflow description or upload a workflow requirement document to generate a workflow:

    • To enter a description of the workflow you want: Select the Describe your workflow and include any requirements for how it should work option and enter a description about the workflow you want to create in the text box.

    Note: For better results, provide as much information as possible about the workflow you want to create.

    • To upload a requirements document: If you have a requirements document, select the Upload a workflow requirement document to generate option, and then click Select file and upload a supported file. Accepted file types are doc, txt, and pdf.

  4. Click Generate.

    The suggested steps and workflow actions are displayed in the panel.

  5. (Optional) You can switch any of the suggested workflow actions to an alternative action provided. Open the drop-down of the workflow action you want to switch and select the action you want from the list.

  6. When you're happy with the workflow design, click Use this workflow. The designer canvas is displayed with the workflow actions added to the workflow design.

    You can then further refine it and configure the actions as required before you publish the workflow.

  7. (Optional) A pop-up is displayed in the top right of the designer canvas asking you to rate the generated workflow. You can choose a score from 1, meaning least satisfied, to 5, meaning most satisfied. Your feedback is valuable and will help us improve the feature further.

  8. If you want to regenerate a workflow using AI, click Generate workflow with AI.

    Important: Clicking Generate workflow with AI when a workflow is open will overwrite the current workflow.