AI Flow Creator: Converting Documents to Interactive Procedures

The AI Flow Creator is a powerful automation tool designed to transform your existing text-based documentation (such as SOPs, manuals, and technical guides) into interactive, node-based flow diagrams. By leveraging AI, frontline.io can parse headers, descriptions, and imagery from your files to build a structured foundation for your digital procedures in minutes.

1. Getting Started

Access & Permissions

The AI Flow Creator is a premium feature that must be activated per workspace.

• Activation: Contact the frontline.io Support Team to enable AI capabilities for your workspace.

• User Roles: Once enabled, any user with a Content Creator role can access and use these tools.

Finding the AI Assistant

The AI interface is conveniently located in the Web Interface at the top of the page, right next to the Search Bar.

• In the Project Space: Prompts focus on creating new flows from uploaded files.

• In the Flow Builder: Prompts focus on editing and refining the specific flow you are currently viewing

2. Preparing Your Documents

The quality of the AI-generated flow is directly linked to the structure and legibility of your source files.

Supported File Types

The AI currently supports text-based files, including:

• Microsoft Word (.docx)

• PDFs (recommended text-searchable)

• Plain Text (.txt)

Document "Best Practices"

While frontline.io can handle all document formats, to get the best results, it is recommended that your documents are ATS-readable (the AI can distinguish between text and images).

• Ideal Structure: Use clear headings, numbered steps, and bulleted lists.

• Image Placement: The AI attempts to link images to steps based on their proximity to the text. Ensure images are placed directly near the relevant instructions.

• Avoid Scanned Documents: Purely scanned PDFs (images of text) without OCR (Optical Character Recognition) will result in poor extraction.

Pro Tip: While there is no hard upload limit, we recommend uploading files in smaller batches. This ensures better processing stability and allows you to tailor instructions more precisely for each set.

3. The AI Workflow: Creation & Iteration

Prompting

1. Select the Base Prompt: Open the AI chat window and select the primary action (e.g., "Create New Procedure").

2. Upload & Refine: Upload your files and provide additional instructions in the free-text box to tailor the output.

   • Example: "Summarize each step for brevity" or "Ensure all equipment mentioned is listed in the step headers."

3. Processing: The AI will begin parsing the data. A single file usually takes a couple of minutes to process; larger batches or very complex files may take longer.
   

4. Application: Once processing is complete, you will be asked to verify and confirm the proposed changes. Select 'Apply Changes' to accept the output.

5. Output: The result will populate your project space with the generated interactive flows, which can then be interacted with in the same way as a standard flow.
   

4. Post-AI Refinement

The AI is designed to do the "heavy lifting" of data entry, but it does not replace the expert eye of a content creator.

Manual Review

Users are encouraged to review every generated node to:

• Verify Accuracy: Ensure the AI has correctly interpreted technical steps.

• Edit Text: Polish the headers and descriptions for your specific audience.

• Finalize Logic: Adjust the connections between nodes in the Flow Builder if the document logic was non-linear.
  

Adding 3D Functionality

Note: The AI Flow Creator focuses exclusively on building the logical flow and text content. It does not automatically link 3D Digital Twins or animations.

1. Attach the relevant Digital Twin.

2. Link specific Animations or Custom Tools to the interactive steps.