Skip to main content

AI Integration Overview

AI Integration lets users ask an AI assistant to find, run, and monitor automations in Automation Hub.

Instead of opening the platform, searching for the right job, filling every input, and checking progress manually, a user can ask for an outcome in plain language. The AI assistant then uses Automation Hub safely through approved tools.

Two Halves of AI Integration​

AI Integration has two sides that work together: a place to configure the pieces an agent uses, and a node that runs an agent inside a workflow.

HalfWhere it livesWhat it is
AI Hub configurationGlobal ConfiguratorThe reusable building blocks an agent uses — guardrail policies, MCP servers, AI skills, and tool instances
AI Agent nodeJob workflowsA step that runs an agent — it references the AI Hub objects by id, resolves {{...}} values from the workflow, and returns the result

You configure the AI Hub once, then point any number of workflows at it. See AI Hub Configuration for the four entities and the AI Agent node for running an agent in a workflow.

The Basic Idea​

User Asks
"Send the monthly sales report to finance"
AI Finds
The assistant searches for the right automation
Automation Runs
Automation Hub executes the approved workflow
Result Returns
The assistant tells the user what happened
Simple: the AI assistant does not invent work; it uses the automations already available in Automation Hub.

What MCP Means​

MCP stands for Model Context Protocol.

In plain language, MCP is the safe bridge between an AI assistant and Automation Hub. It gives the AI a clear list of actions it is allowed to perform, such as:

  • Find available automations
  • Read details about one automation
  • Start an automation
  • Check whether a run is still in progress
  • Get the final result
  • Pause, resume, or stop a run when allowed

Why This Is Useful​

Without AI integrationWith AI integration
User searches for the right automation manuallyAI helps find the right automation
User fills inputs by reading docs or formsAI asks for missing details in conversation
User checks status manuallyAI can monitor progress and summarize updates
User interprets errors aloneAI can explain what failed and suggest the next step

What AI Can Do​

Find Automations​

The AI can search Automation Hub when the user does not know the exact job name.

Example:

"Do we have an automation for database backup?"

Run Automations​

The AI can start an automation after it has the required information.

Example:

"Run the March sales report and send it to the finance team."

Monitor Progress​

The AI can check if the automation is running, completed, failed, paused, or stopped.

Example:

"Is the report job finished?"

Explain Results​

The AI can summarize the final result in normal language.

Example:

"The report was generated and emailed successfully. It processed 1,547 rows."

What AI Should Not Do​

AI integration should still follow the same governance rules as the rest of Automation Hub. These are not just conventions — a guardrail policy is a stored, enforced object. The engine turns it into permission rules and resource limits that apply on every tool call and model response.

GuardrailWhy it matters
Use approved automationsAI should run trusted workflows, not invent unsafe actions
Ask for missing inputsAI should not guess important values
Confirm risky actionsDestructive operations pause for human approval or are blocked, per the guardrail policy
Respect permissionsUsers should only access automations they are allowed to use
Keep run historyEvery execution should remain auditable

End-to-End Flow​

AI Assistant
Understands the user request
MCP Server
Provides safe tools for Automation Hub
Automation Hub
Runs the selected job and records progress
Connected Systems
Email, databases, APIs, cloud services, and business tools

Common Use Cases​

User requestWhat happens
"Send the monthly sales report"AI finds the report automation, confirms the month if needed, runs it, and reports completion
"Check backup status"AI finds recent backup runs and explains whether they succeeded
"Create a user onboarding task"AI starts the onboarding automation with the required user details
"Pause that long-running sync"AI identifies the run and pauses it if allowed
"Why did this job fail?"AI checks the failed step and summarizes the error

Section Guide​