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                                                                                  How to document a workflow

                                                                                  This feature is available only to users who have Merlin enabled.

                                                                                  The How to document a workflow feature solves the challenge of understanding workflows without manually reviewing every detail. This feature uses AI to automatically generate workflow descriptions, providing instant insights and saving time.

                                                                                  Key benefits:

                                                                                  • Saves time: Eliminates the need to manually review every workflow detail.

                                                                                  • Boosts collaboration: Enables quick understanding and adoption of workflows by team members.

                                                                                  • Facilitates onboarding: Helps new users grasp workflow functionalities faster.

                                                                                  • Supports scalability: Simplifies documentation across multiple teams.

                                                                                  How to utilize the tool?
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                                                                                  To access the feature, click on the lightbulb icon on the left sidebar.

                                                                                  This will open the Workflow info panel.

                                                                                  The AI feature automatically generates and saves a summary of your workflow. This summary is based on the workflow's steps and logic, providing a concise description of what the workflow accomplishes.

                                                                                  Add Info: You can edit the workflow info using the Add info link. For example, you can edit the workflow description to provide more context or details.

                                                                                  Once you've added the necessary information, click on the Save button to save the changes.

                                                                                  Other controls
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                                                                                  After the AI generates a summary, there are several controls available to manage this summary. These controls allow you to interact with the AI-generated content as follows:

                                                                                  1. Regenerate: Regenerate the AI summary if the current one is not satisfactory.

                                                                                  2. Copy: Copy the AI summary to use it elsewhere.

                                                                                  3. Bad summary: Indicate that the AI summary is not accurate or helpful.

                                                                                  Out-of-date highlighting
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                                                                                  The system flags descriptions that might be outdated, prompting users to regenerate them to maintain accuracy.