The Assistant builds and edits workflows from a plain-language description. Tell it what you want the workflow to do, and it assembles the steps on the canvas for you. It's the fastest way to start, and it's just as good for changing a workflow you've already built.
Not the same as Ocean Chat. Ocean Chat (in the main sidebar) is a separate, product-wide AI chat for research and search — asking about accounts, scoring leads, drafting outreach. The Assistant covered here is scoped to one workflow's draft and only builds and edits workflows.
Start a workflow with the Assistant
On the Workflows browse page, type your goal into What do you want to automate? and press Enter. The Assistant creates a new workflow and starts building it.
Good opening prompts are specific about the trigger, the records, and the outcome:
"Every Monday, send companies hiring sales roles to my CRM"
"When a deal closes, wait 90 days, then re-engage the account"
"Score new signups against my ICP and route hot ones to Slack"
"Pull my TAM, keep high-fit accounts, and find contacts at each"
Edit an existing workflow
Inside any workflow, open the Assistant from the toolbar on the canvas (next to the zoom and undo controls) to make changes by asking. It reads your current draft each time, so you can build up a workflow in steps: "Add a filter for companies over 200 employees", then "Now notify me in Slack when one matches".
What the Assistant does — and doesn't
The Assistant changes your draft. You see the canvas update live, review it, and publish when you're ready. It never publishes or runs anything for you.
It won't guess values that are specific to your workspace. For choices like your CRM provider, Slack channel, segment, or sequence, it leaves the field empty and tells you to pick it in the step's settings. It'll ask you directly only when the answer changes the shape of the workflow — for example, whether you're targeting companies or people.
When it can't get a data point from any available step, it says so rather than inventing a field. If you ask it to route on something none of your steps can produce, it'll suggest a step that can estimate it, or ask how you'd like to proceed.
Tips
Review before you publish. The Assistant is fast, but check each step does what you meant — especially conditions and field mappings.
Ask questions too. It can explain how a step works, not just build. Ask "what does the Route step do?" and it'll answer from this help center.
Iterate in small asks. One change per message keeps the draft predictable and easy to review.