AI Rule Generation

You can type a plain-English description of what you want an automation to do, and Luminous will generate a complete rule — trigger, conditions, and actions — that you can review and adjust before saving.

How to use it

  1. Open a rule in the Workflow Builder (new or existing).
  2. Click the AI Generate button at the top-right of the builder page. A Create with Natural Language dialog opens.
  3. In the dialog that appears, type a description of your rule. Be as specific as possible. Examples:
    • "When an order is created with a total over $5,000, put it on hold and send an email to manager@example.com."
    • "Every day, recalculate pending order costs."
    • "When a purchase order is approved, send an enhanced email with the PO PDF to the supplier."
  4. Click Generate Rule. Luminous sends your description to the AI service and returns a structured rule.
  5. The generated rule is loaded directly into the canvas for review.
  6. Inspect the trigger, conditions, and actions. Adjust anything that looks off.
  7. Save as normal.

What to check after generation

  • Trigger — confirm it is the event you intended (Created vs. Updated, for example).
  • Conditions — verify field names, operators, and values match your data.
  • Actions — check email recipients, tag names, and any field values.
  • Rule name — the AI may suggest a name; you can rename it in the header before saving.

Limitations

  • The AI may not know the exact custom field names or tag names used in your account — review and correct those.
  • Complex multi-step workflows (e.g. for-each loops) may require manual refinement after generation.
  • Generation requires an active internet connection to the AI service.