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Update workflow AI build instructions #39671

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Update workflow AI build instructions #39671

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Update workflow AI build instructions
GabeWM Sep 2, 2026
9da5d16
Document global Bits workflow creation
GabeWM Sep 2, 2026
8ac9979
Prioritize workflow editor creation path
GabeWM Sep 2, 2026
ca9513a
Simplify workflow AI button instructions
GabeWM Sep 2, 2026
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Update hugo/content/en/actions/workflows/build.md
GabeWM Sep 2, 2026
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24 changes: 13 additions & 11 deletions hugo/content/en/actions/workflows/build.md
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Expand Up @@ -43,20 +43,21 @@ You can create workflows or edit existing workflows from the [Workflow Automatio

## Create or edit a workflow with AI {#create-a-workflow-with-ai}

If you're not sure where to start, you can automatically generate a workflow, or iterate on an existing workflow with AI.
Use AI assistance in [Bits Chat][15] to create a workflow from a prompt or update an existing workflow. Bits Chat can ask follow-up questions before creating or updating the workflow.

To generate a workflow:
1. From the [Workflow Automation][1] page, click {{< ui >}}New Workflow{{< /ui >}}.
1. Click {{< ui >}}Create a workflow with AI{{< /ui >}}.
1. Enter a detailed prompt for your workflow. Specify the integrations and actions you'd like to use.
1. Click the up arrow ({{< ui >}}↑{{< /ui >}}) to create your workflow.
To create a workflow:
1. From the [Workflow Automation][1] page, click {{< ui >}}New workflow{{< /ui >}}.
1. Under {{< ui >}}Build a workflow with AI{{< /ui >}}, enter a detailed prompt or select a suggested prompt.
1. Click the up arrow ({{< ui >}}↑{{< /ui >}}) to submit the prompt.
1. Answer any follow-up questions, then confirm the workflow when prompted. Bits creates the workflow and opens it in the workflow editor.

To iterate on an existing workflow:
1. From an existing workflow, click {{< ui >}}Edit with AI{{< /ui >}}.
1. Enter a detailed prompt for the behavior you'd like to add to your workflow. Include the integrations and actions you'd like to use.
1. Click the up arrow ({{< ui >}}↑{{< /ui >}}) to add the functionality to your workflow.
You can also create a workflow from anywhere in Datadog with Bits Chat. Open Bits Chat by clicking {{< ui >}}Ask Bits{{< /ui >}} in the top-right navigation bar or pressing <kbd>Cmd</kbd> or <kbd>Ctrl</kbd> + <kbd>I</kbd>, then ask Bits to create a workflow.

<div class="alert alert-info">The Workflow Automation AI does not answer questions about the product. If you have questions or feedback, consider joining the <strong>#workflows</strong> channel on the <a href="https://chat.datadoghq.com/">Datadog Community Slack</a></div>
To update an existing workflow:
1. Open the workflow and click the AI icon <i class="icon-bits-ai"></i> in the left toolbar. Bits Chat opens with the workflow attached as context.
1. Enter a detailed prompt describing the changes you want.
1. Click the up arrow ({{< ui >}}↑{{< /ui >}}) to submit the prompt.
1. Answer any follow-up questions, then confirm the changes when prompted. Bits updates the workflow in the editor.

## Create a custom workflow

Expand Down Expand Up @@ -210,3 +211,4 @@ To perform tasks using the API, see the [Workflow Automation API documentation][
[12]: /actions/workflows/variables/
[13]: /api/latest/workflow-automation/
[14]: /actions/workflows/variables/#context-variables
[15]: /bits_ai/bits_chat/
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