AI Workflow Builder

Live Requires Elite plan or higher · Agent role

Build multi-step AI workflows for your team.

Workspace fields

These labels match the live EZ4Youtech 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

• Log in as a user on your company tenant (admins set up BYOK separately).
• Confirm your tenant admin has saved at least one AI provider key (OpenAI, Together, or Anyscale).
• Verify your plan includes Elite apps — disabled apps show the plan required to unlock them.

Step-by-step

1. Open the app — In the workspace sidebar, select AI Workflow Builder under EZ Utility Apps.
2. Choose your AI provider — In the sidebar, pick the BYOK provider your admin configured (OpenAI, Together, or Anyscale).
3. Use run history — Under Run history, select a past run and click View run to restore the output.
4. Guided step 1: Goal & team — Complete Workflow goal, Team roles involved in Guided workflow (step 1 of 2), then click Next →.
5. Guided step 2: Process & constraints — Complete Current process steps, Pain points / constraints in Guided workflow (step 2 of 2), then click Next →.
6. Run the app — Click Generate plan. Output appears in the Result panel with download option.
7. 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 prompts 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 the tenant plan or confirm BYOK setup.

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