AI Assistant

Workflow Assistant

Review and change how documents move through a workflow — stages, transitions, and approval paths — just by describing what you need.

What it helps with

• reviewing an existing workflow
• adding or changing stages
• creating transitions between stages
• adjusting approval paths
• updating who can perform a transition
• changing reasons or actions linked to a transition

Try asking

"Show me the workflow for Deliverables""Create a new stage called Under Validation""Add a transition from Draft to Approved""Restrict this transition to managers""Show me which actions are configured on this transition"

When it fits

Reach for it when…

• checking how a document type moves from draft to approval
• adding a new stage
• creating a new transition
• limiting a transition to a role or team
• reviewing the current workflow before making changes

Use another assistant when…

• If you want to create or update a document — Document Assistant
• If you want help rewriting text — Writing Assistant
• If you want to change a workspace or dashboard — Workspace Assistant

What to have ready

• the workflow or document type name
• the stage names you want to review or change
• the change you want to make
• the role or team involved, if access matters
• any approval or rejection rule you want to add

What to expect

The assistant will usually review the current workflow first and then guide you through the change. For larger changes, it may work step by step so each part stays clear and correct.