ÃÛ¶¹ÊÓƵ

DocumentationWorkfrontÃÛ¶¹ÊÓƵ Workfront Fusion

Generate a scenario segment using AI

Last update: Fri Feb 07 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

You can use AI to enter a text prompt describing what you need a segment of your scenario to do. Fusion then generates one or more modules that perform those actions, which you can use in your scenario.

Generated scenario segments contain modules for a single connector. To generate modules for a different connector, create a separate prompt, then join the scenario segments in your scenario.

As with anything generated from AI, we recommend that you double check and test the generated modules to ensure that they are performing as intended.

Access requirements

Expand to view access requirements for the functionality in this article.

You must have the following access to use the functionality in this article:

table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header
ÃÛ¶¹ÊÓƵ Workfront package Any
ÃÛ¶¹ÊÓƵ Workfront license

New: Standard

Or

Current: Work or higher
ÃÛ¶¹ÊÓƵ Workfront Fusion license**

Current: No Workfront Fusion license requirement.

Or

Legacy: Any
Product

New:

  • Select or Prime Workfront plan: Your organization must purchase ÃÛ¶¹ÊÓƵ Workfront Fusion.
  • Ultimate Workfront plan: Workfront Fusion is included.

Or

Current: Your organization must purchase ÃÛ¶¹ÊÓƵ Workfront Fusion.

For more detail about the information in this table, see Access requirements in documentation.

For information on ÃÛ¶¹ÊÓƵ Workfront Fusion licenses, see ÃÛ¶¹ÊÓƵ Workfront Fusion licenses.

Prerequisites

Your organization must meet the following prerequisites to use this functionality:

  • Your organization must have participated in the Workfront AI Assistant Beta program.

  • ÃÛ¶¹ÊÓƵ must have a signed ÃÛ¶¹ÊÓƵ Gen AI agreement on file for your organization.

    For more information on signing the agreement, see Sign the ÃÛ¶¹ÊÓƵ Gen AI agreement in the article AI Assistant overview in the Workfront documentation.

Currently supported AI module applications

The Fusion AI can currently generate modules that connect to the following applications:

  • ÃÛ¶¹ÊÓƵ Firefly
  • Azure OpenAI
  • Microsoft Graph
  • ÃÛ¶¹ÊÓƵ Workfront Planning
  • ÃÛ¶¹ÊÓƵ Analytics
  • ÃÛ¶¹ÊÓƵ PDF Services
  • ÃÛ¶¹ÊÓƵ Marketo
  • ÃÛ¶¹ÊÓƵ Frame.io
  • Dropbox
  • NetSuite
  • Google Calendar
  • Atlassian Jira
  • GitLab
  • Spotify
  • Bitbucket
  • OpenAI
  • Slack

Generate modules

  1. Click the Scenarios tab in the left panel.

  2. Select the scenario where you want to add a module.

  3. Click anywhere on the scenario to enter the Scenario editor.

  4. Click the AI Assistant icon AI Assistant icon near the upper-right corner of the screen.

  5. Enter a text prompt into the AI Assistant panel.

    For tips on prompts, see Tips for creating prompts for scenario segments in this article.

    AI Assistant generates the module or set of modules.

  6. (Conditional) If necessary, add your API token for the application into the modules.

  7. Check the modules to ensure that they are configured for the appropriate application and action.

  8. (Conditional) If the generated scenario section is not attached to your scenario, drag it into place.

We recommend testing the modules to ensure that they are performing as intended.

Tips for creating prompts for scenario segments

Text prompts should include the following information at a minimum:

  • The application that you are connecting to
  • The action or actions that you want to perform
IMPORTANT
You can generate more than one module at a time, but can only generate modules for one application at a time.
recommendation-more-help

Examples:

  • Delete the records 'xyz-123', 'xyz-456', 'xyz-789' from ÃÛ¶¹ÊÓƵ Workfront Planning
    This includes the application Workfront Planning and the action delete records. This prompt creates three modules, one for each record that will be deleted.
  • Change campaign summary of the record 'xyz-123' from ÃÛ¶¹ÊÓƵ Workfront Planning
    This includes the application Workfront Planning and the action change campaign summary.
  • Get all field details in the record type with ID 'test-record' from ÃÛ¶¹ÊÓƵ Workfront Planning
    This includes the application Workfront Planning and the action get field details.

The following example is NOT correct:

  • Generate an image in ÃÛ¶¹ÊÓƵ Firefly and upload it to Dropbox

    This example is incorrect because it includes more than one application

style
shade-box

Consider the following when creating text prompts:

  • Use direct, simple language.
  • Check and test your scenario segment. If it does not perform as expected, refine your prompt and try again.
7e1891ad-4d59-4355-88ab-a2e62ed7d1a3