Automation Menu
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Workflows
The Workflow Editor

Kubey AI

4min

Kubey AI, an important feature available on the Workflows page, represents a significant advancement in automation technology. This tool empowers users to generate sophisticated workflows effortlessly through natural language input. By simply describing the desired automation task in plain text, users can leverage Kubey AI to create fully functional workflows that integrate seamlessly with various systems. Key capabilities of Kubey AI include: Natural Language Processing: Kubey AI interprets user instructions provided in natural language, converting them into precise, executable workflows. This eliminates the need for intricate coding or detailed technical knowledge, making advanced automation accessible to all users. Automated Integration: The feature supports automatic integration with well-known systems, ensuring that the generated workflows can interact with existing platforms and tools without requiring additional configuration or setup. Efficient Workflow Generation: Users can define complex automation tasks quickly. For instance, a user can create a simple prompt in natural language, and Kubey AI will create the necessary steps to achieve this, including setting up variables, making HTTP requests, and executing Python scripts for email distribution etc.

How to use Kubey AI

Step 1: Navigate to the Workflows section within the Automation menu

Step 2: Select an existing workflow which you want to modify, or simply create a new workflow

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Step 3: Open the Kubey AI assistant from the bottom left corner of the Workflow editor

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Step 4: Type in a prompt in natural language and Kubeay AI will create the respective workflow for you



In the below snapshot, a user inputs a request to "get the latest 10 deals from HubSpot and send them to email via SendGrid." Kubey AI LAM interprets this command and automatically constructs a workflow consisting of:

  • Defining variables to set up the necessary parameters.
  • An HTTP request to retrieve the latest deals from HubSpot.
  • A Python script to send the fetched deals via email using SendGrid.

Once you have prompted Kubey AI and received a response, you have several options to utilize the generated result: 1. Create a New Workflow: You can use the generated code to create an entirely new workflow. This option allows you to build a fresh automation process based on the AI's output, starting from scratch and incorporating the suggested steps and integrations.

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2. Insert a Node into an Existing Workflow: Alternatively, you can integrate the generated result into an existing workflow. This option is useful for enhancing or modifying current automation processes by adding new nodes based on the AI's recommendations.

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Viewing the Generated Result

The generated result can be viewed in two formats, according to your preference: 1. Graph: View the generated result as a visual workflow, which provides a graphical representation of the steps and nodes involved. This format is intuitive and user-friendly, making it easier to understand the flow of the automation process.

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2. Code: Alternatively, you can view the generated result as code. This format is suitable for users who prefer a detailed, text-based representation of the workflow. It allows for precise modifications and a deeper understanding of the underlying logic.

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