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. Ocean Chat can, separately, start a *published* workflow by name if you've turned on Let the assistant start this workflow in its settings — see Activate, pause, and run limits.

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.

Say what starts the workflow and where the results should go. A goal like "find lookalikes of my closed-won accounts and enrich them" describes a search, not a full workflow — the Assistant will build what you asked, and without a delivery step (a CRM export, a CSV, a Slack notification) the result is a workflow that runs and spends credits but doesn't get results in front of anyone. Naming both ends up front is the single biggest thing you can do to get a workflow that's ready to publish on the first try.

Good opening prompts are specific about the trigger, the records, and the outcome:

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".

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 its reply says so explicitly, naming every field it left for you to fill in rather than letting the draft read as finished when it isn't. It'll ask you directly only when the answer changes the shape of the workflow — for example, whether you're targeting companies or people.

As it works, the panel shows what it's doing — which steps it's adding or changing — and if a change it tried didn't validate, it collapses the retries into one line ("Fixed 2 validation issues" or "Couldn't fix 2 validation issues") instead of showing raw errors.

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.