- Open an existing workflow template in the template editor.
- Find the AI Generate section.
- Enter a text description of what the template should contain (e.g., "Annual audit checklist for small companies with financial review, compliance checks, and final reporting").
- Click Generate.
- The AI generates appropriate items with field types and options.
- Generated items are appended after existing template items.
- Review and adjust the generated items as needed.
How to Generate Template Items with AI
Workflow Templates
Last updated Feb. 28, 2026