Generate a Process and/or its Assets Using AI Assistant
Use ProcessMaker Artificial Intelligence (AI) to generate an entire Process model along with its Screens, Scripts and Sub Processes with a natural language description. Or generate individual assets.
Overview
Use ProcessMaker's powerful AI Assistant to quickly design a complete Process model along with its applicable Screens, Scripts, and Sub Processes. Quickly create an entire Process model without knowing BPMN in the fraction of the time to create it yourself.
This is how AI Assistant accelerates your Hyper-Productivity using intelligent automation:
Describe your Process using natural language. AI Assistant generates the Process model.
After one or more iterations of the generated Process, approve one that meets your business needs.
Name and describe basic information for the Process.
After the Process displays in Process Modeler, do one of the following:
Permissions Required
Your user account or group membership must have one of the following:
the Edit Processes and View Processes permissions in the Processes category of permissions
a member of any Project
your user account has the Make this user a Super Admin setting selected
Ask your Administrator for assistance if necessary.
Generate Multiple Assets for a Process Using AI Assistant
From Process Modeler, use AI Assistant to generate multiple assets for a Process. The Process may be one that AI Assistant generates for you or one which you created but is missing one or more assets for it. AI Assistant can create any of the following assets:
When AI Assistant generates multiple assets for your Process, it generates a consistent JSON data model for all these assets across the entire Process. Even if your Process already uses an asset, such the Screen for the first Task, AI Assistant trains upon the JSON data model the Process already uses, and then builds upon it with a consistent data model for the remaining assets.
Consider the following example:
AI Assistant generates the Process model for you. You approve the use of that Process model.
AI Assistant generates a Screen that solicits from the Request participant that person's first name and last name. AI Assistant names these pieces of data
FirstNameandLastNamein the JSON data model, respectively. Each of these pieces of data is a Request variable that contain information during each Request.AI Assistant generates a subsequent Screen to verify that Request participant's first and last name. The Request variable names for these pieces of information in the JSON data model are the same as those for the Screen elsewhere in that Process.
AI Assistant creates a Script that references the Request participant's first and last name. The Request variable names in the Script are the same as those used in the Screens for this Process.
A consistent JSON data model is easier to maintain in the life cycle of that Process. When you see how pieces of data are referenced in one asset of that Process, you know that those pieces of data are named the same elsewhere for assets AI Assistant generated.
Follow these steps to generate multiple assets for a Process using AI Assistant:
Do one of the following:
Create a new Process using AI Assistant
Click the Create Now button.
Design the Process model. Ensure the following before proceeding:
Each Process model object is named well to properly describe its function, especially for those objects into which AI Assistant will create assets.
Your Process model has been designed with appropriate Sequence Flow elements and Message Flow elements to properly indicate intended workflow and messaging routing.
Optionally, add the first Screen for the first Task in the Process so as to train AI Assistant on the JSON data model from which to build upon. As a best practice, do not assign an asset to a Form Task element, Manual Task element, or Script Task element that is in the middle or end of the Process model.
Click the Create Assets with AI button.
AI Assistant reviews existing assets from left to right in the Process Model, and then generates applicable Screens, Scripts, and Sub Processes from left to right. AI Assistant highlights each Process model object for which it is generating an asset using the following colors:
Blue: The blue-colored highlight represents AI Assistant is generating that Process model object's asset currently.
Green: The green-colored highlight represents AI Assistant successfully generated that Process model object's asset. AI Assistant automatically assigns the new asset to that object.
Gray: The gray-colored highlight represents this Process model object already has an asset assigned to it. Therefore, AI Assistant will not generate an asset for it.
AI Assistant successfully generates all applicable assets for your Process model.
As a best practice, before further revising your Process or any of its generated assets, run a Process test. Since this Process is still in development, you will not have any Scenarios with which to test the Process. However, by testing the Process end-to-end, you will receive an overview of the JSON data model to discern how AI Assistant named Request variables across the assets it generated.
Generate a New Asset for a Process Using AI Assistant
Use AI Assistant to create objects for your Process without knowing BPMN. From Process Modeler, use the AI Generated object to 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:
Sub Process: ProcessMaker AI creates a Process using your natural language description. After creating your AI-generated Process, the current AI Generated object becomes a Sub Process element that references the new Process you created using AI.
Script: ProcessMaker AI creates Script using your natural language description. After using the AI Assistant, the current AI Generated object in this Process becomes a Script Task element that references the new Script you created using AI.
An AI Generated object must be added to your Process model for it to generate a selected asset.
Add an AI Generated Object to the Process Model
Add an AI Generated object from one of the following locations in Process Modeler:
Explorer panel: The Explorer panel is to the left of the Process Modeler canvas. The Explorer panel contains Process model objects and PM Blocks which may be added to the Process model.
Objects bar: The Objects bar is at the bottom of the Process Modeler canvas. This bar contains pinned Process model objects which are easily accessible to add to the Process model.
Follow these steps to add an AI Generated object from the Explorer panel to the Process model:
Locate the AI Generated object from one of the following locations in the Explorer panel:
Pinned Objects: The AI Generated object category displays from the Pinned Objects section when it is pinned. This element type is pinned by default.
Object Category: The AI Generated object category displays from the Object Category section when it is not pinned.
Its icon displays adjacent to the mouse icon to indicate this element type may be placed into the Process model.
After the object is placed into the Process model, you may adjust its location in the following ways:
Move the object by dragging it to a new location.
Select the object with other elements and/or connectors, and then move them collectively by dragging them to new locations in relation to one another.
Align and/or distribute the object in relation to other selected elements and/or connectors.
Moving an AI Generated object has the following limitations in regards to the following Process model elements:
Pool element: If the object is inside of a Pool element, it cannot be moved outside of the Pool element. If you attempt to do so, Process Modeler places the object inside the Pool element closest to where you attempt to move it.
Lane element: If the object is inside of a Lane element, it can be moved to another Lane element in the same Pool element. However, the object cannot be moved 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:
Select one of the following options:
Sub Process From Text: Select the Sub Process From Text option to use your natural language description for a Sub Process at this point in your current Process. After creating your AI-generated Process, the current AI Generated object becomes a Sub Process element that references the new Process you created using AI. See the following topics in this order:
Screen From Text: Select the Screen From Text option to use your natural language description for a Screen at this point in your current Process. Use the AI Control in Screen Builder to describe the control(s) for your Screen. After using the AI Control to create your Screen, the current AI Generated object in this Process becomes a Form Task element that references the new Screen you created using AI. See the following topics in this order:
Script From Text: Select the Script From Text option to use your natural language description for a Script at this point in your current Process. Use the AI Assistant in Script Editor to describe functionality for your Script. After using the the AI Assistant, the current AI Generated object in this Process becomes a Script Task element that references the new Script you created using AI. See the following topics in this order:
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