Loop & Roll

Workflow assistant ​

The workflow assistant is a chat that builds, changes and debugs workflows with you. It reads what a workflow can use — the node catalog, your connections, your Tables, your mailboxes and emails, your workflows, their runs and this documentation — then proposes a workflow or a change. Nothing is written until you accept the proposal.

Open it with With the assistant when you create a workflow ("Create with the assistant"), or from the Assistant column of the editor, next to the canvas. On the error of a failed step, Ask the assistant opens it with a message asking it to explain the failure and propose a fix.

How a turn works ​

The workflow assistant: a loop of tool calls that ends in a proposal you acceptYour message goes to the AI model chosen for the assistant. The model answers with text or with tool calls; each call goes to your tool registry in read-only mode (catalog, connections, Tables, mailboxes, workflows, runs, documentation, a test run on a real email) and its result goes back to the model, up to 16 rounds per message. When a propose tool returns a valid workflow or a valid change, a proposal is stored and shown as a card. Nothing is written until you accept it: accepting creates the draft, or updates it if nobody changed it meanwhile. The assistant never publishes and never sends.Your messageAI modeluse “workflow assistant”Your tools, read-onlycatalog, mailboxes, runs,docs, test run…Answerstreamed textProposal cardvalid workflow or validchangeYou acceptdraft created or updatedtool callresult · ≤ 16roundspropose tool valid
The workflow assistant: a loop of tool calls that ends in a proposal you accept
  • The model is the one an administrator chose for the "Workflow assistant" use on the Connections page, or another allowed model picked under the message field. It must be able to call tools (OpenAI, Anthropic, Mistral…); otherwise the assistant says so before calling anything.
  • The tools are the same as those of the MCP server: read the catalog and one node in full, check connections, list Tables, search your mailboxes (headers and previews, never a full body), read workflows and runs, search the documentation, and run a test run of a draft on a real email.
  • Read-only. The assistant calls the tools without write access: it cannot create a draft, publish, create a table or send. A test run sends nothing, but its AI nodes call their model, which is billed.
  • Bounded. A message allows a limited number of tool rounds (ASSISTANT_MAX_TURNS, 16 by default) and a conversation a token budget; beyond it, the assistant stops and says why. One turn at a time per conversation.
  • Saved as it goes. Messages, tool calls and proposals are stored during the turn: closing the tab or a restart loses nothing, and the conversation is read back in full.

Proposals ​

When the assistant has a workflow or a change that passes validation — the same checks as publication — it shows a proposal card: what changes (nodes added, changed or removed, links), what to check, and what is needed before it can run (a table to create, a connection to set up, a setting only you can choose). A proposal the assistant could not make valid never reaches you: it goes back to the model to be fixed.

The statuses of an assistant proposalA proposal is Awaiting you. Declining it makes it Declined. Accepting it reserves it (Applying…), so that a second click creates nothing more; then it becomes Applied. If the draft changed since the assistant read it, the proposal becomes Outdated and nothing is overwritten. A refusal such as an invalid graph or missing rights makes it Failed, with the reason; an unexpected outage gives it back as Awaiting you, to try again.Awaiting youproposedApplying…acceptingAppliedacceptedOutdatedstaleFailedfailedDeclinedrejectedacceptoutageapplieddraftchangedrefuseddecline
The statuses of an assistant proposal
  • Accept creates the draft (a new workflow) or updates the draft of the workflow you are editing. It never publishes: you test and publish as usual.
  • Outdated: if the draft changed since the assistant read it, accepting refuses to overwrite it; ask for a new proposal.
  • One click, one workflow: a second click on Accept creates nothing more.
  • AI usage and cost appear under AI usage and costs, in the "Workflow assistant" context.

Loop & Roll — the workflow builder for email.