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Create Approval Forms and Workflows with AI Builder

Learn how to use Yeeflow's AI Builder to quickly generate approval forms and automated workflows.

Updated this week

Yeeflow's AI Builder allows you to instantly generate complete approval forms and corresponding workflow processes using simple descriptions or uploaded documents. This significantly reduces manual setup time and helps you efficiently build business workflows.


What Can "Create with AI" Help You Do?

With Create with AI, you can:

  • Automatically generate form fields and layouts based on a text prompt or uploaded requirement document

  • Simultaneously generate matching workflow nodes, including approval steps and assignment logic

  • Fine-tune fields and logic after generation and publish quickly

Ideal for common business scenarios like travel requests, purchase approvals, leave applications, and more.

When to Use It

Create with AI is Yeeflow’s next-gen no-code form and workflow builder. It’s perfect when you need to:

  • Quickly create structured forms and approval flows

  • Minimize manual errors and improve response speed

  • Build automated workflows without relying on developers


How to Use It

Step 1: Start from the Component Menu

To create a new approval form, first create a new application or open an existing one.

  1. Click the “+ New component” button from the navigation panel.

  2. In the popup dialog, select “Approval form.”


Step 2: Click "Create with AI"

In the “Create a form” window, click the “Create with AI” option in the center to enter the AI Builder page.


Step 3: Configure Form Generation Options

Once inside the Create with AI page, configure the following fields:

Describe your form

Enter a simple prompt describing the form you want to create, e.g.: Please create a business travel request form with travel dates, purpose, cost estimate, and a two-step approval.

Add reference document

If you have a requirement specification (supports PDF or Word format), you can upload it directly.

Yeeflow AI will analyze the document content — including field definitions, workflow logic, and approval structure — and automatically generate a matching form and workflow.

To ensure best results, your document should ideally include:

  • Field definitions: Clearly list all fields (e.g., Name, Date, Amount) along with field types and whether they’re required. Tables are encouraged.

  • Business context: Briefly describe how and when this form will be used. For example: “Employees must submit travel requests at least 3 days in advance, to be approved by their direct supervisor.”

  • Approval flow: List the steps and roles involved in the approval chain. For example: “Step 1: Department Manager, Step 2: Finance Review.”

  • Conditional logic (optional): E.g., “If amount > $10,000, require director approval” or “Urgent requests skip step 2.”

The clearer and more structured your document, the better the AI-generated output.

Try a sample

You can select from these examples:

  • Job application

  • Testimonial

  • Leave request

  • Business travel

Form language

Select the language of your form (e.g., English).

Page layout

Choose the page layout style (Full Header, Narrow, Compact, etc.)

Control style

Choose the control (field) style to fit your UI preferences.


Step 4: Click "Generate form"

Once everything is set, click Generate form. Yeeflow will:

  • Generate an approval form with appropriate fields, layout, and controls

  • Automatically create a matching workflow, including:

    • Preconfigured approval steps

    • Assignment settings, flow logic, and notifications


Step 5: Preview, Refine, and Publish

After generation, you’ll enter the preview page. Use the buttons below the preview to switch between Form and Workflow views:

  • In Form view:

    • Preview the current layout and field setup

    • Adjust settings on the left panel (e.g., layout or style) and click Generate again to re-create the form

  • In Workflow view:

    • View the auto-generated workflow nodes, including assignments and approval paths

Once you’re satisfied with the result, click Next to complete the creation process.

You’ll then enter the Form Designer, where you can:

  • Further edit form fields, validations, and layout

  • Add or modify workflow steps, conditions, and approvers

Once everything is finalized, publish the form to start using it in real processes.

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