Describe a workflow
Know the cadence you want but not which blocks to use? Write it the way you'd say it. Acre AI drafts the workflow, and you check it and publish it yourself.
On this page
How to use it
- 1
Open Describe it
On Manage › Workflows, press New workflow and pick Describe it.
New workflowDescribe it - 2
Say what you want
Write a few sentences, up to 1,000 characters, or pick one under Or start from one of these. For example: "If I get no answer, call again in 3 hours. After a voicemail, try tomorrow at 9. Stop when they go under contract."
- 3
Draft it
Press Draft it. Acre AI takes a little while, often under a minute. The workflow opens on the canvas, still a draft. If you close the window while it works, the draft shows up in your list instead.
Draft it - 4
Check it
Read the steps on the canvas, or run a lead through it in test mode. Change anything you like.
- 5
Publish it
Press Publish when it does what you meant. Nothing goes live until you do.
Publish
Good to know
- Only the workspace owner can use it, and the draft counts toward your plan's workflow limit like any other. See Plans.
- A draft is only a first try. Check it before you publish it, since Acre AI can misread what you meant.
- Acre sends Acre AI your words, your lead field names and your members' names. It never sends your leads' names, addresses or phone numbers.
- Ask for an email or a text to the agent and the draft includes it. Until Gmail or Twilio is connected, that step shows as needing it and you can't publish. To rewrite a message, tap Write it for me. See Write it for me and Texts and emails from workflows.
- Each try counts as an Acre AI request, out of your plan's daily number. When they're used up, you'll see Acre AI has used its share for today. See Acre AI.
- Want to start from a ready-made cadence instead? See Ready-made workflows. To change the steps yourself, see Build your own workflow.