The New application resource window provides a centralized place to create resources for your Yeeflow application. You can use it to add data and content resources, reports, dashboards, automation resources, AI Agents, Copilots, and Knowledge sources.
You can also start creating certain resources with AI or use built-in templates to accelerate setup for common business scenarios.
Open the New application resource window
Open the application where you want to add a resource.
Click Add resource.
The New application resource window opens.
Overview of the New application resource layout
The window is organized into several areas to help you find and create the right resource more quickly.
Create with AI
At the top of the window, you can describe what you want to create and start with AI.
You can use this area to quickly create:
Enter your requirement, select the resource type, and click Start with AI. Yeeflow will open the corresponding AI builder experience.
For more details, see the related articles for creating approval forms and data lists with AI.
Resource categories
You can filter resources by category:
All
Data & Content
Reports & Insights
Automation
AI & Knowledge
This helps you focus on the type of resource you want to create.
Resource cards
Each resource is displayed as a card with a name, description, and category label.
Available resource types include:
Search resources
Use the search box to quickly find a resource type by name.
Create resources from the resource center
The resource center supports multiple types of application resources. Some resources open a simple creation dialog, while others open a dedicated setup page.
Data and content resources
You can create resources for collecting, storing, and managing application data.
Available resources include:
Approval form: Create structured forms with workflow to manage requests, approvals, and business processes.
Data list: Store and manage structured business data in a flexible list format.
Document library: Store, organize, secure, and share files and documents within your application.
For detailed setup steps, see the related Help Center articles for approval forms, data lists, and document libraries.
Reports and dashboards
You can create resources for presenting and analyzing application data.
Available resources include:
Form report: Present and manage records submitted through approval forms.
Data report: Generate reports and analysis based on application data.
Dashboard: Build interactive pages with charts, metrics, and connected information blocks.
For detailed configuration steps, see the related Help Center articles for reports and dashboards.
Automation resources
You can create a Scheduled workflow directly from the resource center.
Scheduled workflows let you automate recurring actions and business logic based on a defined schedule. For example, you can configure a workflow to run daily, weekly, monthly, or during specific working days.
For detailed scheduling and configuration steps, see the Scheduled Workflow Help Center article.
AI and knowledge resources
You can also create AI-powered resources from the same window.
Available resources include:
AI Agent: Create intelligent agents that can retrieve information, reason, and perform tasks.
Copilot: Add an AI assistant to help users search, ask questions, and complete tasks.
Knowledge source: Define and manage the knowledge sources used by AI-powered features.
For detailed setup steps, see the related Help Center articles for AI Agents, Copilots, and Knowledge sources.
Create AI Agents and Copilots from built-in templates
The resource center also supports built-in templates for AI Agents and Copilots. Templates help you start from a common business scenario instead of configuring everything from scratch.
Create an AI Agent from a template
In the New application resource window, click AI Agent.
In the AI Agent creation page, browse the available templates.
Select a template to preview its purpose and description.
Review the template details.
Click Install agent.
Example AI Agent templates may include:
Compliance Evidence Agent
Contract Review Agent
Executive Briefing Agent
HR Request Classification Agent
KPI Anomaly Review Agent
After installation, you can continue configuring the Agent based on your business needs.
Create a Copilot from a template
In the New application resource window, click Copilot.
In the Copilot creation page, browse the available templates.
Select a template to preview its purpose, capabilities, and tools.
Review the template details.
Click Install copilot.
Example Copilot templates may include:
Compliance Review Copilot
Contract Review Copilot
Employee HR Copilot
Finance Operations Copilot
PMO Copilot
Support Resolution Copilot
After installation, you can continue configuring the Copilot settings, instructions, tools, and available capabilities.
Notes
Use Create with AI when you already know what you want to build and want Yeeflow to help generate a starting point.
Some resources, including Approval form, Data list, AI Agent, and Copilot, can also be created from pre-built templates. Templates are useful when you want to start from a common business scenario and customize it later.
Use blank creation when you need full control over the resource structure and configuration.
Scheduled workflow and Knowledge source are available as creation entries in the new resource center. They are not created through the top Create with AI section.