ProcessMaker's FlowGenie integrates OpenAI features within the intuitive FlowGenie Studio, allowing Process Designers to execute a wide range of tasks by simply entering a description of what they wish to achieve. These capabilities enable tailored interactions and improved outcomes within the Platform. FlowGenie has the following features and functionalities:
Train the Genies in FlowGenie Studio's user-friendly interface, where you can test, preview, and fine-tune their responses.
Enter a prompt, provide relevant input data, and the Genie will generate a response.
Train the Genie to provide better, more curated responses.
Format responses as text, JSON, or an HTML table.
Add a Genie to a process using a modeling object in the Modeler.
Designers can add and link multiple Genies within their processes.
Request variables can be passed to and from a Genie using mustache syntax within the prompt.
Genies can process images, PDFs and CSV files (1-3 pages and under 2 MB in size).
Genies can also access information from publicly available URLs.
A well-crafted prompt is key to achieving the best results from FlowGenie. For comprehensive guidance on effective prompt writing, refer to Six Strategies for Prompt Engineering by OpenAI.
Native Multi-Agent Architecture
FlowGenie operates as a first-class Agent using the new Agent SDK, aligning with the ProcessMaker agent architecture.
Converts FlowGenie from a legacy assistant into a native AI Agent
Supports modern agent workflows and extensibility
Synchronizes agent endpoints and streaming behavior
Improves platform consistency across AI capabilities
To know about how to configure multi-agents in your genie, read create a Genie.
MCP Server Tools and Extensibility
Introduces support for MCP (Model Context Protocol) server tools, enabling designers to extend agent capabilities dynamically without custom development.
Configure MCP servers directly within the platform
Retrieve and display available MCP tool lists
Integrate system tools and workflow tools
Select tools dynamically through a tools selector interface
To know about how to configure MCPs in your genie, read create a Genie.
Common Use Cases for FlowGenie
Transform existing case data: Merge string fields, perform calculations on numeric or date fields, and sort arrays.
Generate new case data: Create lists/tables, pre-fill responses, and translate inputs.
Analyze case data: Summarize texts and offer insights from common public information.
Analyze file attachments: Identify documents, scan images for context, and extract data using the vision model of OpenAI.
Use FlowGenie to Analyze Documents
Watch the following product tour to learn how to use FlowGenie to analyze documents and generate a response in JSON format.
Visit ProcessMaker University for detailed instructions on how to build the process shown in the product tour above.
Use FlowGenie to Analyze Images
Watch the following product tour to learn how FlowGenie can analyze images and generate text output based on the entered prompt.