Create a New Process Using AI Assistant

Begin modeling your business solution by describing it using natural language. Let ProcessMaker's Artificial Intelligence (AI) generate it for you.

Overview

Create a new Process using natural language

Use ProcessMaker's AI Assistant to generate a Process without knowing Process design or how BPMN elements work. The following BPMN element types and connectors are supported. These are listed in alphabetical order.

• DocuSign connector

• End-type Event elements

• Exclusive Gateway element

• Inclusive Gateway element

• Parallel Gateway element

• PDF Generator connector

• Script Task element

• Send Email connector

• Start-type Event elements

• Sub Process element

• Web Entry for Start Event element

• Web Entry for Task-type element

Generate a New Process Using Natural Language

Your user account or group membership must have the following permissions to create a new Process unless your user account has the Make this user a Super Admin setting selected:

• Processes: Create Processes

• Processes: View Processes

See the Processes permissions or ask your Administrator for assistance.

Generating a new Process using natural language is a two-step procedure:

1. Select to generate a new Process using ProcessMaker AI.

2. Describe your Process using natural language.

Select to Generate a New Process Using ProcessMaker AI

Follow these steps to select using ProcessMaker AI to generate a new Process:

1. View your active Processes.

2. Click the +Process button. The New Process screen displays.

   

   New Process screen to create a Process from a Template or natural language available on Enterprise edition
3. Click the Generate from Text tile.
4. Describe your Process using natural language.

Describe Your Process Using Natural Language

Follow these steps to describe your Process using natural language:

1. Select to generate a new Process from text. The Generative AI page displays.

   

   AI Assistant to generate a Process using natural language
2. In the Description setting of the Process Details tab, enter a description in natural language of your business process requirements. Follow these guidelines when describing your business process requirements:

   • Enter your Process requirements in most real natural languages. Do not use fictional languages.

   • You may enter your description in one language, but generate the Process model's labels using a different language. For example, enter your description in English language, but write at the end of your description: Generate the Process in Spanish or Return in Spanish.

   • One Process model description may use no more than 1000 tokens. A token is a common sequence of characters found in text for a particular language. Generally, one token corresponds to approximately four (4) characters of common English-language text. This corresponds to approximately 100 tokens to about 75 words in English. To the right of the Description label displays how many tokens your description currently uses. If your description exceeds 1000 tokens, shorten the length of your description.

   • From the Need Inspiration? field, view English-language phrases how to describe specific functions to generate in the Process model. Click a phrase or phrase template to copy it into your Clipboard, and then paste it into into the appropriate location in your description.

3. Click the Generate button. ProcessMaker Platform processes the description. This may take several minutes to generate the Process model. After the Process model generates, it displays in the Model result section of the Generative AI page.

4. Navigate the generated Process model preview by doing any of the following:

   • Zoom out from the Process Modeler canvas:

     • Press the keyboard key combination Control+- (Command+- for Apple keyboards).

     • Click the icon from the lower left of the Process Modeler canvas.
   • Zoom in from the Process Modeler canvas:

     • Press the keyboard key combination Control++ (Command++ for Apple keyboards).

     • Click the icon from the lower left of the Process Modeler canvas.
   • Pan around after zooming into the thumbnail view: Press the space bar and then use your mouse to pan around the Process Modeler canvas.

   • Click the Rest to initial scale button to reset the Process Modeler canvas viewing percentage to 100%.

5. Optionally, do any of the following as many times as necessary to generate the Process model that meets your business requirements:

   • Revise your description from the Description setting, and then click the Regenerate button.

   • Click the History tab to view your past natural language descriptions, each of their generated Process models, and the datetime each was generated. The History tab displays previous descriptions only for your user account. Click a description to view its text as well as the generated Process model. Each description displays changes from the preceding description using the following notation:

     • Text removed from the preceding description: Each word removed from the preceding description has a subtraction character (-) and has a red-colored highlight.

     • Text added to the following description: Each word added to the following description has an addition character (+) and has a green-colored highlight.

     Click the Clear History button to view the past descriptions for your user account.

6. Click the Use Model button. The Create Process screen displays with the name and description of the Process from your Process requirements description using the natural language specified to generate the Process model.
7. In the Name setting, edit the unique name for the Process if necessary. Process names must be unique in your organization regardless of whether the Process is active or archived, and can only use apostrophe characters (') and spaces. This is a required setting.

8. In the Description setting, edit a description of the Process if necessary. This is a required setting.

9. From the Category drop-down menu, select one or more Process Categories to associate with this Process. To remove a Process Category that is currently selected, click theicon for that selection. This is a required setting.
10. From the Project drop-down menu, select the Project(s) that this Process becomes an asset. This setting only displays Projects of which you are a member. To remove a Project that is currently selected, click theicon for that selection or press Enter when the drop-down is visible.
11. From the Process Manager drop-down menu, select the Process Manager for this Process.

12. Click Save. The new generated Process displays in Process Modeler.

Related Topics

pageWhat is a Process?pageView Active and Inactive ProcessespageManage Process CategoriespageCreate a New Blank ProcesspageImport a ProcessMaker Platform ProcesspageSearch for a ProcesspageExport a BPMN-Compliant ProcessMaker Platform ProcesspageConfigure a ProcesspageArchive a ProcesspageRestore a ProcesspageAdd BPMN 2.0 Elements to Your Process Model