ProcessMaker’s AI Assistant simplifies asset creation, allowing you to generate assets quickly and efficiently. You have the flexibility to create multiple assets simultaneously or generate individual assets based on your specific needs. This feature helps streamline workflows and reduces the time required to build and configure processes.
Generate Multiple Assets
Follow these steps to automatically generate assets for all tasks in a process:
Click Create Now to generate assets for all tasks in the process using the AI Asset Generator.
The AI Asset Generator is also accessible through the
icon from menu on top right of the Modeler and creates assets for all tasks in the process.
Note:
When the AI Generator creates multiple assets for your process, it produces a consistent JSON data model for all of them.
If your process already includes an asset, such as a screen for the first task, the AI Generator will not create a new one. Instead, it uses the JSON data model of the existing asset to build a consistent model for the remaining assets.
To optimize the AI Generator's performance, it is recommended to add a screen for the first task. This allows the AI Generator to train on the JSON data model and use it as a foundation for the rest of the process.
Ensure that each object in the process model is clearly named to accurately describe its function.
Additionally, Sequence Flow should be properly added to reflect the intended workflow routing.
Click Create Assets with AI to begin asset generation.
The AI Generator reviews existing assets from left to right in the Process Model, and then generates applicable Screens, Scripts, and Sub Processes. Each object is highlighted as follows:
Blue: An asset is being generated for this object.
Green: An asset has been generated for this object.
Gray: An asset already exists, therefore, the object will be skipped.
As a best practice, before further revising your Process or any of its generated assets, run a Process test.
Generate Individual Assets
Use the AI Generated object to automatically create assets for your Process model. Place the AI Generated object onto your Process model like any other object, and then select to generate any of the following assets using natural language:
Screens: ProcessMaker AI creates a Screen using your natural language description and adds a Form Task to your process.
Scripts: ProcessMaker AI creates a Script using your natural language description and adds a Script Task to the process.
Sub Processes: ProcessMaker AI creates a sub-process using your natural language description and adds a Sub Process to your process.
Add an AI Generated Object to the Process Model
Add an AI Generated object from one of the following locations in Process Modeler:
Object Panel: Located to the left of the Process Modeler canvas, the Object Panel contains various process model objects.
Object Bar: Located at the bottom of the Process Modeler canvas, the Object Bar contains pinned Process model objects for quick access.
Follow these steps to add an AI Generated object from the Object panel to the Process model:
Ensure that the Object panel is visible. If not, click the Add icon
from the Object bar at the bottom.Click the AI Generated object from one of the following sections:
Pinned Objects: The AI-generated object appears in the Pinned Objects section when it is pinned.
Object Category: The AI-generated object appears in the Object Category section when it is not pinned.
Click the location in the Process model to place this element. Follow these guidelines when placing this element:
Optionally place this element between two existing Process model objects already connected with a Sequence Flow element. See Place an object between two connected objects.
If a Pool element is in your Process model, the AI Generated element cannot be placed outside of the Pool element.
Follow these steps to add an AI Generated object from the Object bar to the Process model:
Ensure that the object is pinned to the Object bar. If not, pin it.
In the Object bar at the bottom center, click the object's icon. This object's icon displays adjacent to the mouse icon, indicating that this AI Generated object can be placed into the Process model.
Click the location in the Process model to place this object. Follow these guidelines when placing this element:
Optionally place this element between two existing Process model objects already connected with a Sequence Flow element. See Place an object between two connected objects.
If a Pool element is in your Process model, the AI Generated element cannot be placed outside of the Pool element.
Select the Asset the AI Generated Object Creates
Follow these steps to select the asset the AI Generated object creates using your natural language description:
Show the Configuration settings. The AI Assistant panel displays.
Select one of the three available options
Screens From Text
Select the Screen From Text option to use natural language description for creating Screen at this point in your current Process. AI-generated screens include pre-designed layouts, ensuring consistency and reducing manual adjustments.
AI-Generated Screens with Structured Layouts: Screens created through the AI Assistant will automatically apply a pre-designed template for a polished and functional design.
Instant Usability: Header, content (multi-column), and footer sections provide a ready-to-use structure, eliminating the need for layout modifications.
Smart Template Selection: AI selects the most relevant template based on asset type, ensuring optimal usability.
Sub Process From Text
Select the Sub Process From Text option to use natural language description to create a Sub Process in your current Process.
Scripts From Text
Select the Script From Text option to use natural language description for creating a Script at this point in your current Process.