AI Workflow Builder

Live Standard plan or higher · Team member

Build multi-step AI workflows for your team.

Workspace fields

These labels match the live EZ4YouTech.com workspace (sidebar provider + main panel):

• Workflow goal (required), text field in the workspace
• Team roles involved (required), text field in the workspace
• Current process steps (required), textarea field in the workspace
• Pain points / constraints (optional), textarea field in the workspace

Primary action button: Generate plan

Workspace overview

Before you start

• Sign in as a team member on your company workspace (admins connect AI accounts separately).
• Confirm your company admin has connected at least one supported AI provider: leading AI services such as OpenAI, Together, Groq, and xAI (Grok); see the full list and pricing comparison in admin BYOS setup.
• Verify your plan includes Standard apps: locked apps show which plan unlocks them.

Step-by-step

1. Open the app: In the workspace sidebar, select AI Workflow Builder under Everyday common utility tools.
2. Choose your AI provider: In the sidebar, pick the AI provider your company admin connected (your admin sets try-order in BYOS setup).
3. Review Guide & support: Expand Guide & support at the top for what the app does, how-to steps, tips, and feedback.
4. Acknowledge AI use notice: On first workspace entry each browser session, read the AI use notice and click I understand: continue to workspace.
5. Use sample inputs (optional): Click Use sample inputs above the form to load demo values from the tutorial, then edit before you run.
6. Use run history: Under Run history, select a past run and click View run to restore the output.
7. Guided step 1: Goal & team: Complete Workflow goal, Team roles involved in Guided workflow (step 1 of 2), then click Next →.
8. Guided step 2: Process & constraints: Complete Current process steps, Pain points / constraints in Guided workflow (step 2 of 2), then click Next →.
9. Run the app: Click Generate plan. Output appears on the Result tab with download and regenerate options.
10. Review before client use: Confirm facts, dates, and compliance language. Do not paste full SSN or card numbers.

Example inputs

Paste similar data in the workspace: use only data you are allowed to process. Field names match the live product.

Workflow goal

Draft a 90-day cash-flow outlook for the practice

The business outcome you need (forecast, timeline, argument outline).

Team roles involved

Tenant admin, 3 agents, compliance reviewer on outbound email

Who owns each part of the process today.

Current process steps

1) Intake form 2) Manager approval 3) CRM entry 4) Welcome email

List steps in order: tools and handoffs welcome.

Pain points / constraints

Duplicate data entry between CRM and email; no SLA on approvals

Optional: bottlenecks, tools, or compliance constraints.

Try these scenarios

Adapt these prompts to your client: do not paste payment card numbers, SSNs, or full IDs.

• Onboard new dental practice tenant in 48 hours: roles and handoffs.
• Month-end invoice approval workflow with compliance review step.

Expected result

Shape of the AI output in the Result panel: review before client use.

Example output (plan)

• Steps sequenced from your goal and notes
• Assumptions labeled; no invented revenue figures
• Checklist your team can execute or paste into a doc

Tips

• Keep inputs specific: include dates, names, and constraints for better drafts.
• Do not paste full payment card or government ID numbers: use business-appropriate excerpts only.
• If the app is locked, ask your admin to upgrade your plan or confirm AI account setup.

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