How do I build an automation from a plain-english prompt?
Open Automations → Build with AI and describe the workflow you want, such as "text new ACA leads within two minutes, then email a plan comparison the next morning." The builder returns a full trigger-condition-action workflow you can review, edit, and publish.
Writing a good prompt
Name the trigger: new lead, stage change, birthday, renewal date, missed appointment.
Name the channel and timing for each step.
State the exit condition, such as stop when the client replies.
Review before publishing
AI-built workflows land in draft. Check business hours, opt-out handling, and message content, then publish.
Can I edit it afterward?
Yes. Generated workflows are normal workflows — every step is editable in the visual builder.