Instead of building automations manually, step by step, you can use the Workflow AI Builder to map out your entire workflow structure from a simple description. Tell the AI what you want to build in simple terms, and it will generate the triggers, actions, timing, and branching for you - ready to review and customise before you publish.
Build a new workflow from scratch - describe your goal and AI will generate the full workflow structure, including triggers, actions, and timing
Refine an existing workflow - open any workflow and ask Workflow AI to suggest improvements, add steps, or explain what it does
Analyse a workflow - if you’re not sure what a workflow is doing, you can ask Workflow AI to describe it from start to finish in simple and clear language
Answer your workflow questions - ask anything, from what a specific action does to general best practice for building automations
This guide is perfect if you want to:
Build workflow automations faster using AI
Use AI to make changes to a workflow
Plan out a workflow before building it using AI
Use voice dictation to describe your workflow instead of typing
Use AI to analyse or breakdown an existing workflow
Describe what you want to automate, and Workflow AI will generate the full workflow structure for you, typically within ~45 seconds. Once it's built, you can review each step and complete any remaining configuration before publishing.
From the main Ivorey
menu, go to Workflows > in the top right hand corner, click the [Build using AI] button, to open the prompt box - or click the [+ Create Workflow] button > select [+ Start from Scratch]:
Find the prompt box at the top of the workflow
Or click the 
Workflow AI icon, in the left-hand side menu, to open the prompt box
Once you have the prompt box open, you can either:
Select one of the pre-built categories > and edit the drafted prompt as needed - the categories include:
Lead Nurturing
Form Automation
Email Campaigns
Appointment Automation
Contact Management
Note: This will generate a draft prompt as a starting point for how to describe the kind of workflow you need, but this should be edited based on your exact needs.
Type in your prompt from scratch, using simple language, and describing what automations you want to take place
Click the 
microphone icon to Dictate your prompt, instead of typing it
Note: Include what should start the workflow (the trigger), any communication channels (SMS, Email, Internal Notification), any timing (wait X days, wait until X), and any conditions or branching you need. Try to outline the flow in order of how you want to be built in the workflow.
Example: When an appointment is booked, send an SMS reminder 24 hours before the appointment time, then follow up with an email if there is no reply.
Click the [↑] up arrow icon to submit the prompt > this will open the left-hand side panel, while Workflow AI processes and begins building your workflow
While your prompt is being processed, you can click the 
square icon to stop the AI from processing, if you need to start over and correct your prompt
If your prompt is missing key details, Workflow AI may ask a few clarifying questions before building > answer them in the left side panel, or skip any to let AI decide
Once the workflow generates, review the summary explaining the Triggers and Actions > check that the trigger, sequence of actions, timing, and any branching match your goal > and reply in the chat window if any steps are missing or if anything needs to be adjusted in the flow
If any specific action or trigger needs to be adjusted, click the Point & Edit button, at the bottom of the panel > select the action or trigger (use Shift to select multiple) > and type in the changes needed
You may see a prompt, at the bottom of the window, to Complete these steps before executing your workflow, with a list of action items (e.g. connecting credentials or selecting a specific account) before the workflow is ready to go live > click the 
pencil icon on each step, to configure as needed
Make sure to click into each trigger and action to verify the specific settings > and customise as needed
Click the [Clear Chat] button, at the bottom, if you want to start a fresh thread at any point
When you’re happy with your workflow, click the [Save] button, in the top right corner > and toggle the workflow to [Publish]
We recommend testing any new workflow, by completing the specific trigger (book a test appointment, submit a test form, etc.) > use test details but ensure you use real email address/phone number which you have access to, to test any email/SMS steps > check the [Execution Logs] tab in your workflow to see if there were any errors
Note: If you close and reopen the Workflow AI chat panel, your chat history will still be there. However, if you exit the workflow entirely and reopen it, your previous chat history will not be saved. But you can start a new thread and continue building from where you left off.
If you're working on an existing workflow, you can make changes directly from the Workflow AI chat panel without editing steps manually. For straightforward edits or additions, describe what you want in simple language. For more specific changes, the Point & Edit option gives you precise control over exactly which steps are affected.
From the main Ivorey menu, go to Workflows > open your workflow > and click the Workflow AI icon, in the left-hand side menu, to open the prompt box
Click the [Describe this workflow] option, to get a summary of how this workflow is set up and how it works
Click the [Edit this workflow] option, to auto-fill the chat box with a prompt starter, or type your change in manually in simple language > and Workflow AI will update the relevant steps while keeping the rest of the workflow intact
Or click the [Point & Edit] button, at the bottom > select the action or trigger (use Shift to select multiple) > and type in the changes needed > Workflow AI will apply the changes only to the selected steps
When you’re happy with your workflow, click the [Save] button, in the top right corner > and toggle the workflow to [Publish]
Make sure to test your workflow, by completing the specific trigger > use test details but ensure you use real email address/phone number which you have access to, to test any email/SMS steps > and check the [Execution Logs] tab in your workflow to see if there were any errors
The Chat mode in Workflow AI lets you have a free-form conversation, to work through your automation logic before anything gets built. It’s a useful starting point if you’re managing complex automations, if you’re not sure exactly what your workflow should look like yet, or if you want to think through the setup mid-build.
From the main Ivorey menu, go to Workflows > in the top right hand corner, click the [+ Create Workflow] button > select [+ Start from Scratch] - or open an existing workflow
Click the Workflow AI icon, in the left-hand side menu, to open the prompt box > and click the [Chat] button at the top, to switch to chat mode
(optional) Select one of the Quick Starters, as a starting point:
Explain this workflow - get a breakdown of an existing workflow and how it works
How do I - autofills the prompt with “How do I” to start you off
Help with an error - autofills the prompt with “I’m getting an error that says” to start you off
Suggest next steps - get Workflow AI to analyse your existing workflow and suggest improvements
Type out your message to describe what you are trying to achieve > and work through the logic with Workflow AI, to determine the triggers, actions, timing, branching, etc.
Note: We recommend keeping messages simple and to the point, as much as possible.
Utilise any relevant suggested Follow-ups, at the bottom of the chat, as needed
Click the [Clear Chat] button, at the bottom, if you want to start a fresh thread at any point
Once you have a clear plan, click the [Build] button, at the top, to switch to build mode > then ask Workflow AI to build the workflow based on your conversation
If your request is too broad or missing important details, Workflow AI will pause and ask you a follow-up question before building or generating a response.
Yes, you can describe multi-layered wait sequences in a single message, including time delays, business hours windows, and reply-based conditions. Workflow AI will configure the timing, branching, and timezone settings for you.
Yes, if you would like to disable Workflow AI, you can do so in your global workflow settings. Go to Workflows > Global Workflow Settings > and toggle OFF Workflow AI. This will apply for all users inside your Ivorey account.
Hit the support chat widget inside Ivorey - we can:
Walk you through any of the steps
Troubleshoot anything that’s not working
We’re here and ready to help via the chat widget in the bottom right of your Ivorey account. Or if you are looking for done-for-you support, you can browse our current services here 
