AI Workflow Builder

Overview

The AI Workflow Builder is a powerful tool that allows you to create intelligent workflows for generating complex documents using your organization's data. The builder analyzes your reference documents and automatically constructs a specialized workflow optimized for your specific document type.

Creating a Workflow

The AI Workflow Builder guides you through a simple three-step process:

Step 1: Select File & Site

The first step is to provide reference materials:

• Reference File - Upload or select an existing file that represents the type of document you want to generate
• Site Selection - Choose one or more sites whose content will be used to enhance your workflow

For best results, select sites that contain similar content to the document type you're referencing. This helps the AI create more relevant and accurate workflows.

Step 2: Configure

After analyzing your document, the system will:

• Document Type Detection - Clear Ideas will attempt to identify the type of document you've provided. This document type will assist in the workflow building process.
• Document Type Customization - Allow you to adjust or override the detected document type if needed
• AI Model Selection - Choose which AI model will power your workflow:
  • Options range from faster, more economical models to more powerful, advanced models
  • Each model offers different capabilities and price points
• Cost Estimation - View estimated costs before proceeding:
  • Dollar amount range based on document complexity
  • AI credit equivalent based on the model selected

Step 3: Build AI Workflow

The final step initiates the workflow building process:

• Progress Tracking - Visual indicators show the current stage of workflow creation
• Building Stages - Watch as the system analyzes, designs, and tests your workflow
• Completion Status - Clear notification when your workflow is ready to use

Actions After Workflow Creation

Once your workflow is built, you can:

• Review AI Workflow - Examine the complete workflow structure and configuration
• Review Test Output - View a sample generation produced by your new workflow

Best Practices

• Reference Documents - Choose high-quality, well-structured documents as references
• Site Selection - Include sites with relevant, high-quality content related to your reference document
• Document Type - Be specific with document types (e.g., "Quarterly Financial Report" rather than just "Report")
• Model Selection - Choose models based on your quality needs and budget constraints

Common Use Cases

Complex Document Generation

• Multi-Section Documents - Create workflows for documents requiring multiple distinct sections like business plans, technical specifications, or comprehensive reports that would exceed chat-based AI context limits
• Deeply Researched Content - Generate documents that synthesize information from multiple sources while maintaining factual accuracy, proper citations and limits on the sources used (all sources must be present in the site(s) selected)
• Highly Structured Outputs - Produce documents with consistent formatting, specialized sections, and organizational conventions that simple prompts struggle to maintain
• Integrated Data Visualization - Build workflows that interpret data, generate insights, and present them in organized visual frameworks

Overcoming Chat-Based AI Limitations

• Context Retention - Maintain coherence throughout long documents where chat-based AI might lose track of earlier content
• Progressive Refinement - Incrementally improve document quality through sequential steps instead of trying to generate perfect content in a single prompt
• Reasoning Chain Preservation - Ensure complex logical arguments remain sound from premise to conclusion
• Knowledge Integration - Combine information across varied sources while maintaining consistency in voice, style, and factual accuracy

Data-Grounded Content Generation

• Private Data Utilization - Create documents that incorporate non-public organizational knowledge without exposing sensitive information
• Source-Accurate Documentation - Generate content that precisely reflects the source materials rather than hallucinating details
• Evidence-Based Reporting - Produce reports where every claim is traceable to specific organizational data
• Regulatory Compliance Documents - Generate documentation that adheres to industry standards and regulations with verifiable reference to compliance requirements

"Training" and Transferring Workflows

• Template Creation - Use reference documents to "train" workflows that capture the structure, tone, and reasoning pattern of expert-created content
• Knowledge Transfer - Apply workflows created from one dataset to new datasets, maintaining consistent analysis approaches
• Cross-Domain Application - Adapt successful document generation patterns from one department to another with only data source changes
• Organizational Standard Enforcement - Ensure all generated documents follow established conventions by encoding them in reusable workflows

Automated Complex Use Cases

• Due Diligence Reports - Automate creation of comprehensive analysis documents that maintain rigor across variable company data
• Custom Client Proposals - Generate tailored business proposals that incorporate specific client details while maintaining proven persuasive structures
• Technical Documentation - Create consistent documentation across different products or systems by applying the same workflow to different technical specifications
• Regulatory Filings - Produce compliant documentation across different jurisdictions by applying the same analytical framework to different regulatory requirements
• Market Analysis Reports - Generate consistent market evaluations across different industries by applying identical analytical frameworks to different sector data

Practical Applications

• Financial Services - Create personalized financial plans using a proven template but incorporating individual client data
• Healthcare - Generate treatment protocols that follow established best practices but are adapted to specific patient populations
• Legal Services - Produce consistent legal documents that incorporate jurisdiction-specific regulations while maintaining legal reasoning patterns
• Education - Develop customized curriculum materials that follow pedagogical best practices while incorporating specific subject matter content
• Marketing - Create campaign materials that maintain brand voice and strategic approach while adapting to different product offerings
• Sales - Generate consistent sales proposals that follow a proven template but incorporate individual client data
• Human Resources - Create consistent employee handbooks and policies that follow a proven template but incorporate individual client data