Creating workflows in Hapie AI is essential for automating tasks and ensuring consistent productivity. This step-by-step guide, accompanied by the provided screenshots, will help you create your first workflow, allowing you to automate tasks such as document generation or meeting minutes creation efficiently.

Step 1: Accessing the Workflow Tab

Login to your Hapie AI account.

Navigate to the Workflow tab located on the left sidebar of your dashboard.

This is where all your workflows will be managed and where you will start creating new ones.

Step 2: Creating a New Workflow

Click on Create Workflow to start building a new workflow from scratch.

Name the Workflow: Choose a descriptive name that reflects the purpose of the workflow. For example, "Simple MoM from Teams" if the workflow is designed to generate minutes of meetings from Teams recordings.

Description: Add a brief description of what the workflow will accomplish, like "Generates meeting minutes from Teams recordings with AI analysis."

Click Create Workflow to proceed.

Step 3: Adding Input Sources

Your workflow needs an input source, such as a Teams meeting recording or a video upload.

Start with the Source: Begin by clicking the plus icon next to the Start block.

Select the Input: Choose from available options like Teams, Zoom, Meet, or Video Upload as the starting point for your workflow.

For example, select Teams if you’re generating documents from a Teams meeting.

Step 4: Incorporating AI Analysis

Hapie AI’s analysis feature allows you to extract important information from your inputs.

Click on Analysis: After selecting the input, add an AI Analysis block to your workflow by clicking the plus icon.

Further Actions: You can also add a Compare Video step if your workflow involves multiple video inputs.

This step allows the AI to analyze the content and prepare it for document creation or other outcomes.

Step 5: Structuring with Canvas

The Canvas block lets you organize and customize the content that will go into your final document.

Add Canvas: Click the plus icon after AI Analysis and select Canvas.

Drag and Drop: Use the Canvas to drag and drop different sections of your content, organizing it into a structure that meets your needs.

This step is crucial for setting up your document or other outputs in the desired format.

Step 6: Generating Documents

Now, let’s move to document creation:

Add Document Block: After Canvas, add a Document block.

Specify Document Type: You can create a specific type of document, like a meeting summary or a requirements document.

You can also add multiple documents in the workflow, naming them accordingly.

Step 7: Finalizing and Saving the Workflow

Review Your Workflow: Ensure all blocks are correctly connected and configured.

Save the Workflow: Click on the Save button at the top right corner to finalize your workflow.

Launch: Once saved, you can run the workflow whenever needed, and it will automate the process you've created.

Final Thoughts

By following these steps, you can easily set up and run workflows in Hapie AI, streamlining repetitive tasks and enhancing productivity. Remember to give your workflows meaningful names and descriptions to make them reusable across different projects. As you get more comfortable, explore the advanced features to create more complex workflows that suit your needs.

Start creating your workflows today and see how Hapie AI can revolutionize your work processes!

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