AI generation is the fastest way to bootstrap a template. Describe the engagement in plain English and the platform proposes a set of items you can review, edit, and reorder.

  1. Open the workflow template you want to populate.
  2. Switch to Edit Mode.
  3. Click Add items with AI.
  4. Describe the template in the prompt box. Be specific — mention the jurisdiction, client size, what should be captured, and the typical sections. For example:

> "Annual audit checklist for small UK companies. Include: planning, materiality assessment, revenue testing, payables review, fixed assets verification, going-concern review, and final reporting. Use dropdown fields for risk ratings."

  1. Click Generate.
  2. The AI proposes items with appropriate field types and groupings. Generated items are appended after any existing items so you can keep adding context iteratively.
  3. Review each item — edit names, adjust field types, add or remove options on dropdowns, and reorder by dragging.
  4. Exit Edit Mode when you are happy with the result.

Tip: The AI works best as a starting point, not a finished product. Use it to skip the blank-page problem, then shape the result to match your firm's exact methodology.

Note: AI generation requires an active subscription. If the button is not visible, your plan does not include AI features — see Settings > Billing to upgrade.