How to Create a Workflow in Konnectify with AI

Created by Alan Chris, Modified on Fri, 21 Mar at 6:01 PM by Alan Chris

Step 1: Navigate to Your Konnector Library

Log into your Konnectify account and go to the Konnector Library. This can usually be accessed from the main dashboard or the side navigation menu, depending on the version you're using.
The Konnector Library contains all your existing connectors, which are the connections between various services and applications in Konnectify.

Step 2: Click on the ( +New ) Button

Once inside the Konnector Library, look for a plus sign (+) or New button located at the top right corner of the screen.
Click on this button to start creating a new connector or workflow.

Step 3: Click on the "New Konnector" Button

After clicking the + New button, a new set of options will appear on the screen.
Look for and click on the "New Konnector" button. This is where you’ll start the process of creating your new workflow by defining the connectors that will link different applications or services together.

Step 4: Locate the Connective AI Copilot Box

On the left side of the screen, you will see a box labeled "Konnectify AI Copilot".
This is the AI-powered tool within Konnectify that assists in generating the connection setup for your workflow. The box provides an interface where you can input your requirements.

Step 5: Type the Connection You Need to Make

Inside the Connective AI Copilot box, you’ll see a text input field where you can type the type of connection you need to create. For example, you might type a connection like “Connect Google Sheets to Slack” or “Sync CRM data with Email” based on your workflow needs.
The AI Copilot will interpret your input and generate the corresponding connection pattern or setup.

Step 6: Click on the "Generate" Button

After typing your connection request, click the Generate button within the Connective AI Copilot box.
This action prompts the AI to process your request and generate the relevant trigger and action for your workflow.

Step 7: View Your Trigger and Action on the Right Side

Once the AI has processed your request, you will see the trigger and action displayed on the right side of the screen. Configure your workflow.
The trigger is the event that will initiate your workflow, and the action is the task that follows once the trigger happens. For example, if the trigger is a new entry in Google Sheets, the action could be sending a message to Slack.

Step 8: Review and Finalize Your Workflow

Now that the trigger and action are generated, you can review them to ensure they match your intended workflow.
You may be able to configure or customize the details of the trigger and action by clicking on them and adjusting settings like conditions, filters, or parameters.
After reviewing, click Save or Activate to finalize and launch your workflow.