Platform

An assistant and AI steps in your workflows

The assistant proposes, and a person approves. In a workflow you have published, the AI step runs on its own. Both are for your own staff in the back office.

Who in Engineering has no laptop assigned?

One person: Sofie Holm, started 1 October 2026. A ThinkPad X1 Carbon is in stock, unassigned.

Proposed change Needs approval
ThinkPad X1 Carbon PF4K7M2X
Assigned to UnassignedSHSofie Holm
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The assistant in the back office: a question, an answer and a proposed change waiting for a person to approve it.

The assistant proposes, the workflow acts

The assistant

The assistant answers and proposes changes with the signed-in user’s own permissions. It writes nothing until a person approves.

  • Answers in the user’s language from data they have access to
  • Proposes changes that a person approves
  • Can only do what is also a normal button in the product

AI steps in workflows

In a workflow you have published, an AI step can pick a branch from a yes/no question or write a text. The step runs without approval, with a fallback you define.

  • A yes/no branch or text from the event
  • Only in workflows you have built and published
  • Drafts, versions and test runs before publishing

Version 12 · Published

Live
  1. When an order is created Event order.created Trigger
  2. Order total greater than €7,000.00 Filter
  3. AI text Draft a text with AI from the event Fallback text set AI
A published workflow: when an order is created, the order total is checked and an AI step drafts a text from the event.

Where a person decides

The assistant

Works within
The user’s own permissions
Acts on its own
No, it suggests
The person’s role
Approves every action that writes

AI steps in workflows

Works within
A workflow you have published
Acts on its own
Yes, inside the workflow
The person’s role
Configures, tests and publishes the workflow

See the AI functions in your back office

We’ll show you the assistant and the AI steps, and how they stay within your users’ permissions.