For operations teams planning to automate a recurring task, map the work from its trigger to its final result. Set out who handles each step, where approval or a decision is needed, and what happens when information is missing or a rule is not met. Leave with a workflow plan your process owner and automation builder can review before setup.
Workflow Bots
Map a repetitive business process into bot steps, decision points, and handoffs.
Use Workflow Bots
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What it writes
- Step-by-step workflow with owners and handoffs
- Decision and exception checklist for bot planning
- Current-versus-proposed process comparison
How to use it
In your first message, name the task’s trigger, the person who owns each step, and one real exception—for example, what happens when an invoice lacks a purchase order.
What you bring
- Task trigger and intended end result
- People, systems, rules, and exceptions
- Approval steps and handoff constraints
- A recurring process to map
A good fit for
- Planning a bot-assisted flow for invoice intake and approval
- Finding exception paths before automating customer support triage
- Comparing a manual onboarding process with a proposed bot workflow
Ways to start
A few requests this Agent can handle.
Map our invoice process into a bot plan: invoices arrive by email, purchases over $5,000 need manager approval, and rejected invoices go back to the vendor.
List decision points and exceptions for customer support triage: route billing issues to finance, login problems to IT, and urgent outages to the on-call lead.
Compare our current employee onboarding steps with a simpler bot workflow: HR collects forms, IT sets up accounts, and managers approve equipment requests.
Good to know
This workspace provides text assistance.
- Building, configuring, or running workflow bots
- Processes needing live system access
- Cannot connect apps or verify your current system settings
- Bot plans need review against your actual business rules
Before you subscribe
What am I buying?
One monthly subscription that opens this Agent and every other Agent on Ai-GEN. Cancel from Account & Billing.
What happens after payment?
Checkout creates or uses your Ai-GEN account. When payment and entitlement are confirmed, the purchased Agent opens. Choose a starter task, add your inputs, and send your first request.
Can I cancel?
Yes. Manage cancellation under Account & Billing → Subscriptions. Review the status and cancellation details shown there before confirming.
Can I use the response in my work?
Use it as a draft to review and adapt. Verify calculations, facts, rights, and suitability before relying on it. Do not provide information you do not have permission to share.
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