In CLAIRE Copilot, you can quickly and easily create a process by describing a use case and data flow in the conversation window.
CLAIRE Copilot guides you through the following high-level configuration steps:
1Select an object.
2Select a connection. CLAIRE Copilot can create processes using the following connections:
- Amazon Bedrock
- Azure OpenAI
- Coupa
- Gemini
- Jira
- Marketo
- Microsoft Dynamics 365
- NetSuite
- OpenAI
- Salesforce
- ServiceNow
- Published service connectors
3Review the generated summary of the process. If it's correct, click Yes to create the process and open it in the Process Designer.
Note: If the process integrates two or more applications, you might need to repeat steps 1 and 2.
CLAIRE Copilot generates and opens the process in the Process Designer. You can finalize it by customizing the process or adding fields. Then, save, publish, and run the process.
For best results, provide as much detail as possible in the first prompt that you submit. If you don't provide all the required details that CLAIRE Copilot needs to create a process in the first prompt, CLAIRE Copilot asks you to provide them, such as the connections or objects. If CLAIRE Copilot gives you a list of options for connections and objects to choose from, you can enter the name or number of the list item. Otherwise, you can type of the name of the connection or object in the prompt text box.
When CLAIRE Copilot has enough information to create the process, it generates a brief summary that you can review. You can continue making changes to the process in the conversation window, or you can ask CLAIRE Copilot to create it and open it.
Note: After CLAIRE Copilot opens the process, you can no longer edit the asset in the conversation window, but you can continue to make edits manually.