Guide // AI Workers
How to configure workflows using natural language
You'll have card types, fields, relations or a process set up by Maxima from your plain-language description, checked in Activity.
- For
- Workspace owners who set up how the team works
- Time
- About 20 min
- Uses
- Chat with Maxima · Members and roles · Card types and relations
Before you start
- Workspace owner: only owners can give a role up to Owner and open Activity
- A Maxima in the workspace (AI Workers are members with the User role by default)
Steps
Raise Maxima's role
Open Settings › Members, find Maxima, click its role and pick Maintainer or Owner; the change saves at once. An agent with the Owner role can do anything an owner can, such as creating card types, fields, relations and processes in Settings.
In the user guideDescribe the workflow
In AI Workers › Chat, describe what you want in plain words, for example “Create a Feature card type with Stage, Owner and Target date, and a Feature launch process with the states Spec, Approval, In development and Shipped.”
In the user guideConfirm Maxima's plan
Read what Maxima proposes and reply Yes, or say what to change. It asks before creating more than three issues in one go.
In the user guideCheck what it did in Activity
Open AI Workers › Activity › History and filter What happened by Changes to see each change Maxima made and whether it was allowed.
In the user guideAdjust the result
Open the new type in Settings › Types or the process in Processes › Process setup to review it, and change it there or ask Maxima for the fix in the same chat.
In the user guideLower the role again
When the setup is done, go back to Settings › Members, click Maxima's role and pick User again if you want it to keep regular access.
In the user guide