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Build Workflows Fast with AI
March 17, 2026
Have you given the AI feature a try inside Workflows? This feature has dramatically shifted from being a “helpful tool for beginners” to being the fastest way to create new workflows, even for experienced power users.
For example, you can simply type: “When a form is submitted, I want to send an email to the form submitter and an SMS as well, plus an internal notification to my team.” In about 15 seconds, the structured workflow appears.
Need changes? Simply chat with the AI and describe what needs to be different. This feature is getting faster and more accurate with each round of updates.
Staying in the area of workflows, math-based automations just got a big upgrade. You can now reuse calculation results directly in later steps of your workflows, without needing to store them in a custom field first. This makes it much easier to build workflows that adapt in real time, whether you’re tracking engagement, calculating totals, or guiding members down different paths based on their activity. You’ll be able to create more dynamic and personalized automations with less setup behind the scenes and fewer workarounds to make everything connect.
You can now pull files directly from Media Storage when building workflows, making it much easier to reuse the same assets across multiple automations. Instead of re-uploading files or pasting links over and over, you can simply select what you’ve already saved. Whether it’s a PDF, image, or other media, everything stays consistent and easy to manage. This change reduces repetitive work when you’re trying to stay consistent across your communications, especially when sharing resources, event materials, or member content through automated messages
