Workflow Builder has a Copilot: describe the automation you want in one sentence and it picks the trigger, adds the steps and maps the fields. You review the steps and press start. It is included in every plan.
How to open it
In TimelinesAI on your computer, open Workflow Builder from the left menu.
Click the green tab on the left edge of the builder. The Copilot chat opens.
Paste a prompt from one of the guides below and send it.
Ready-made prompts
Each guide has prompts checked in the builder, with what to fix by hand. The guides are available in English, Spanish, Portuguese, German, French, Italian and Turkish.
HubSpot + WhatsApp — new chat → contact and deal; unanswered chat → task for the contact owner
Pipedrive + WhatsApp — new chat → person and deal; unanswered chat → note on the person
monday.com + WhatsApp — new chat → item on your board; flag an unanswered chat
Close + WhatsApp — new chat → lead in Close; flag an unanswered chat
WhatsApp only, no CRM — after-hours auto-reply; flag an unanswered chat
All guides: timelines.ai/workflow-builder-copilot
Four rules that make prompts work
Start with "In TimelinesAI" and name the trigger. If the Copilot offers a different trigger, click "Show all" and pick the one named in the prompt.
Connect your CRM first (Apps tab → Add a connection). Otherwise the Copilot stops mid-way and waits.
Add waits by hand. The Copilot cannot add a "wait 1 hour" step: click "+" under the step → Tool → Automation delay → minutes.
Check the automation is paused before you start it. The Copilot may start it on its own. Automations send real WhatsApp messages, so read every step first.
Not what you asked for? Write to [email protected] with your prompt and we will help.