Introist Knowledge Base
  • 👋Welcome
  • ▶️Start
    • Getting started
      • Prepare your Workspace
      • Invite users
      • Connect accounts
      • Build your first Workflow
      • Add your first Employee
      • Create your first Automation
      • Manage your first Automation
      • Activate Notifications
    • Automate your automations
      • Sync Employee data automatically
      • Start Automations automatically
    • What next
  • 📚Learn
    • Comprehensive Automation
    • Key Concepts
      • Employees
      • Workflows
      • Automations
      • Triggers
      • Data Sources
    • Deep Dive
      • Understanding Target Dates in Workflows
      • Understanding Timezones in Workflows
  • 🏗️Build
    • Employees
      • Employee Fields
        • Create Employee Field
        • Modify Employee Field
        • Categorise Employee Fields
        • Archive Employee Field
        • Linked Employee Field
      • Create Employee
      • Modify Employee
      • Employee Groups
        • Create Employee Group
        • Modify Employee Group
        • Archive Employee Group
    • Workflows
      • Create Workflow
      • Add Workflow Step
      • Workflow Settings
      • Archive Workflow
      • Organizing Workflows
        • Create Folder
        • How to Move Workflows into a Folder
        • Delete Folder
    • Workflow steps
      • Email message
      • Slack messages
        • Slack Channel Message
          • Adding Introist App to a Private Channel
        • Slack Direct Message
          • Add an Attachment to Slack Direct Message
        • Slack Question Message
      • Meetings
        • Create a Meeting step
        • Set up automatic time finding
        • Set up selecting meeting room
        • Meeting settings
        • Managing scheduled meetings
      • Workflow trigger
      • Step settings
        • Step cut-off time
    • Automations
      • Create Automation (manually)
      • Reschedule Automation
      • Reschedule Step
      • Execute Step
      • Cancel Step
      • Cancel Automation
    • Triggers
      • Create Trigger
      • Manage Trigger
      • Trigger Settings
      • Archive Trigger
    • Data Sources
      • Setting Up Automatic Sync
      • Severa
      • Push API
      • Teamtailor
      • Excel Sheet in Sharepoint
    • Workspace
      • Workspace Members
      • Timezone & Date Format
      • Linked Accounts
        • Connect Linked Account
        • Reconnect Linked Account
        • Archive Linked Account
        • Using Quick-Connect Link for Easy Account Linking
        • Using Shared Google Calendars
    • Notifications
    • Introist AI
      • Setting up Introist AI
        • Setting up OpenAI account
        • AI settings
        • Analyse writing style
      • Write message with AI
      • Draft step with AI
      • Revoke AI access
    • Settings
      • Meeting rooms
    • Tips & Tricks
  • ⚙️Admin
    • Setting up SSO
    • Security Auditing
    • Responsible Disclosure
    • Deleting Workspace
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Draft step with AI

Introist AI Assistant streamlines the process of drafting complete workflow steps with simple instructions. This powerful tool can help you draft emails, schedule meetings, and create direct or channel messages effortlessly.

To get started, locate the AI Assistant in the Workflow Timeline view. Once you find it, enter your instructions into the input field. Your instructions can be straightforward, such as "Draft an email to the team about the upcoming project" or "Schedule a meeting to discuss the quarterly results." After typing your instructions, click the button next to the input field or press Enter to submit them.

The AI will process your request and draft the necessary step. Once the AI has completed the draft, a preview will appear. You have the option to confirm the step if it is satisfactory, improve it by providing additional instructions, or discard it if it does not meet your needs.

By using Introist AI Assistant to draft workflow steps, you can save time and ensure consistency in your communications and scheduling, allowing you to focus on more critical aspects of your work.

PreviousWrite message with AINextRevoke AI access

Last updated 2 months ago

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