Building a New Initiative from Scratch

If no relevant pre-built initiative exists yet, you can create one. Navigate to Create > Initiatives, scroll to the Generate button above the business process flow, and describe your process in plain language.

Input Guidance

The quality of the generated initiative depends on the quality of your input.

Good input: A detailed description of a business process with stakeholders, tasks, pain points, and chronology — for example, describing how expense reports move from submission through approval to reimbursement, including where bottlenecks occur.

Less effective input: A request to build a single plugin (e.g., “How do I build a Book Time Off plugin?”). Initiative Designer is designed for end-to-end process mapping, not individual plugin creation.

How Generation Works

When you describe your process, Initiative Designer:

1. Parses the description to identify tasks, personas, and workflow steps
2. Searches research on AI agents for relevant patterns
3. Matches against the existing plugin catalog
4. Assembles a visual business process flow with plugins mapped to each step
5. Identifies gaps and suggests hypothetical plugins where no existing plugin fits

This happens live — you will see your custom initiative appear in seconds.

Iterating on Generated Output

The generated initiative is a starting point. You can:

• Manually adjust the flow — Edit the process steps, personas, and plugin assignments directly.
• Continue prompting through Generate — Describe additional changes in natural language and the initiative updates live.
• Combine both approaches — Use Generate for large changes and manual editing for fine-tuning.

For details on customization options, see Customizing an Existing Initiative.