Build with AI
Design a conversational interface that interacts with workflow canvas to build complex enterprise automations
My Role
UX Design, Prototyping, Stakeholder buy in
Timeline
6 weeks
Context
Quick Automate is a tool that automates complex enterprise processes like claims processing, appointment scheduling, compliance checking. These workflows involve conditional branches, loops, and cross-departmental handoffs that are difficult to visualize and even harder to build without errors. Traditionally, they are built by trained automation developers due to their complexity but the goal was to lower the barrier of entry to building.
The Solution: Chat-to-Workflow
A conversational interface to transform a technical chore into a simple dialogue.
Intent Recognition
Instead of mapping out 20 manual steps, a user simply describe what they want to do. The system interprets the goal and handles the background "plumbing."
Abstracting the Technicals
The chat interface hides the complexity of switching between UI and API. The user doesn't need to know how the data moves—only that it does.
Human-in-the-loop
If the AI agents encounter a vague step, they simply ask for clarification via chat, making the setup feel like a collaboration rather than a programming task.
Automate with ease
Tell us about your automation or get started with a sample
Describe the step-by-step process you want to automate or upload a process document to get started.
Select from existing documents or Drag and drop a file in .docx format (15 MB limit).
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Analytics
Billing
Sales
Design Tenets
Enhance discoverability and navigation by enabling natural language interactions to help users explore/locate features, and navigate the tool efficiently. Chat serves as an intuitive interface that reduces cognitive load and learning curves while guiding users to the right capabilities.
Save users time and effort by handling repetitive tasks that require multiple clicks to accomplish, thus make authoring workflows more efficient. Chat acts as an AI assistant that implements changes and surfaces relevant components to keep users informed of the actions taken to maintain transparency.
We recognize that Gen AI is not always accurate. Hence, we design for iterative interactions, clearly communicate proposed modifications and provide intuitive options for users to accept, reject, or refine changes. The user has the ultimate control on building the automation.
Meet users' expectations by incorporating familiar interaction patterns and capabilities they expect from conversational AI tools like ChatGPT. We do this while also maintaining the mental model and contextual awareness of automation development environment.
Every action that user is able to take through Chat, must have an equivalent action on the canvas, thus preserving user control across both interfaces. There are no automation related actions that users can only take on the chat pane.
HELO, I added a step to raise a human review task in case the website fails compliance
- In Step 5, Compliance Check Passed: I added a step to track the website details if it passes compliance
Step 5
Compliance Check Failed (Send to huk...
Step 6
Compliance Check Passed
Before we continue building, I suggest reviewing the details by clicking the edit step. You can also follow up by describing changes to the flow.
Review and edit instructions to generate Step 1
Step 1 is collected
Ask a follow up to make changes to the automation