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What is the AI Builder Chat?

The AI Builder Chat is an assistant that builds and edits your automation from a conversation. Instead of adding and configuring every step by hand on the canvas, you can describe what you want in plain language — “add an API request that fetches the catalog, then transform the response into rows” — and the assistant proposes the changes for you to review. The assistant works on the automation you currently have open. It can read your existing steps and connectors, and propose actions such as adding or editing steps, wiring connectors, creating secrets and databases, and setting up tables — always as a proposal you approve first.
The AI Builder Chat is part of editing an automation, so it is available to organization and project Admins and Collaborators. Viewers have read-only access and don’t see the chat. See Automations Overview for how roles map to access.

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Opening the chat

1

Open an automation in Edit mode

From the Automations canvas, select the automation you want to work on and switch the View / Edit toggle to Edit.
2

Start the chat

Hover the automation’s row in the sidebar and click the chat icon. The builder opens as a column beside the canvas.
3

Describe what you want

Type your request and press Enter (Shift + Enter for a new line). The assistant responds and, when it wants to change something, shows a proposal card.
To leave the chat and return to the standard sidebar, click the ✕ in the chat column header.

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Confirming and rejecting changes

The assistant never edits your automation silently. When it wants to make a change, it shows a proposal card describing the action — for example, adding a step or creating a secret.
  • Confirm — the change is applied to the canvas, and the assistant continues.
  • Reject — the change is discarded. Rejecting a proposal re-enables the composer so you can redirect the assistant instead of re-proposing the same thing.
Destructive proposals (such as deleting a step or dropping a table column) are highlighted so you can review them carefully before confirming.
If a change can’t be applied, the card shows a compact Failed state with a Copy error button, so you can grab the full detail without cluttering the conversation.

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Attaching reference files

You can attach files for the assistant to use as context — for example, an API’s documentation, a sample payload, or a specification for the workflow you’re building.
1

Add a file

Click the + button at the bottom-left of the composer and choose one or more files.
2

Review the attachments

Each file appears as a chip above the message box. Remove one before sending with the ✕ on its chip.
3

Send your message

Send as usual. The attachments appear on your message in the transcript and stay available to the assistant for the rest of the conversation.
DetailValue
Supported typesPDF, TXT, Markdown (.md)
Maximum size10 MB per file
Multiple filesYes — attach several at once
Attach an API’s docs or a sample response before asking the assistant to build an API Request step — it can read the file and fill in the URL, headers, and expected output for you.

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Clearing the conversation

Click the eraser icon in the chat header to clear the current conversation and start fresh. Clearing removes the message history for that automation’s chat; it does not undo changes that were already applied to the canvas.

Workflow Canvas

Build and edit workflows visually by connecting steps.

Steps

All step types the assistant can add and configure.

Secrets

Encrypted credentials the assistant can help you create.

Databases

Internal data stores and tables for your automations.