Skip to main content
The Quick Generate screen is your primary way to create workflows. It’s an AI-powered conversational interface. Simply describe what you want to generate, and the assistant walks you through each step.

​
Chat Interface

The screen is split into two panels:
  • Chat Panel (left): An interactive conversation where you describe what you want to generate, answer questions, and make selections. The AI guides you through data source selection, filtering, template picking, and field mapping.
AutoScaled Quick Generate Chat Panel with AI prompt input
Most steps are automatically executed by our AI agent. Your main task in the chat interface is to provide the initial prompt and validate information shown. There is no technical knowledge required to interact with AutoScaled AI.
  • Configuration sidebar (right): Shows the current state of your workflow as you build it. Each step is marked as complete or pending.
AutoScaled Quick Generate Configuration Sidebar showcasing workflow steps

​
Chat Interface Start Prompt

To kick off the chat interface, you need to provide a prompt. Use natural human language in the prompt input box:
AutoScaled Quick Generate AI Prompt Input Box
It’s recommended to make your prompt as exhaustive as possible including the data source, records you want to use, and when you want to run the workflow. Good examples are:

​
Example prompt: manual bulk presentation generation

For all US company records in Salesforce that have more than >$1 million in annual revenue and an opportunity in the Pitched stage, create a follow-up deck using the “Opportunity Pitched” deck
This prompt contains all information our agent needs to generate now:Data Source: Salesforce
Record Type: Company
Filters:
1.  Location = “US”
2. Annual Revenue >1,000,000
3. Associated opportunity = “Pitched”
Template: Opportunity Pitched Deck
Output mode: Not provided (default: “New Presentation”)
Run mode: Not provided (default: “Run Now”)

​
Example prompt: generating recurring or scheduled content

Every Monday at 9AM, generate a deck that contains information about our users in Attio including how many calls they did in the last 7 days, the number of leads they worked and how many opportunities they have won. Ensure to append the presentation to the existing “Weekly Business Review” deck.
This prompt contains all information our agent needs for scheduling presentations:Data Source: Attio
Record Type: User
Filters: None provided (default: “All”)
Template: Weekly Business Review
Output mode: Append
Run mode: Scheduled (Weekly - Monday - 9 AM)

​
Example prompt: generating presentations from triggers

Generate a personalized pitch deck using the “English Lead Template” when a new lead located in the USA, CA or UK submits a lead form in HubSpot. Instantly create the content when the lead submits the form.
This prompt contains all information our agent needs:Data Source: HubSpot
Record Type: Lead
Filters:
Location = “USA”, “CA” or “UK”
Lead Status = “New”
Template: English Lead Template
Output mode: Not provided (default: “New Presentation”)
Run mode: Trigger (once a record meets the criteria)
When writing prompts, use natural human language. If information is not included in your prompt, our agent will ask clarifying questions and help you through the process.
Anything missing? Let us know at support@autoscaled.com and we’ll help you out!