Creating an AI Employee

A three-step flow: describe the role, build the workflow, review and publish. Or start from a template.

3 min read

Starting the create flow

Tap New Employee from the AI Employees page. You can also start from a role template like Email Triager, Meeting Summarizer, or Slack Monitor — tap Or start from a role template on the create screen and pick one from the carousel. The card you pick shows “Selected” once it is ready.

Step 1 — Basic details

  1. On the screen titled “Create your AI Employee”, describe what you would like the employee to do in plain English.
  2. Choose who the employee has access to as — the whole workspace, a specific person, or your organisation.
  3. Pick an Intelligence level based on how complex the work is.
  4. Tap Next to continue.

Step 2 — Workflow editor

Step 2 is where the real magic happens. The workflow editor lets you chat with Zenning to build a series of triggers (what wakes the employee up) and actions (what they do). You can drop in apps, add conditions, schedule jobs with cron-style timings, and preview how a run will look.

  1. Pick a trigger — an event in an app, a schedule, or a manual start.
  2. Add the steps the employee should take. Zenning fills in most of the details automatically.
  3. Use the assistant chat on the side to adjust anything without editing the flow directly.

Step 3 — Review and publish

Step 3 summarises what the employee will do, which apps they will use, and who can trigger them. Here you can change who has access, rename the employee, and finally Publish.

TipNot ready to publish? You can Save as draft and come back to it from the Drafts dialog on the main Employees page.

Example: a Slack standup employee

A common first employee posts a daily standup summary to Slack. It is a good way to see triggers, actions, and Slack working together:

  1. In Step 1, describe it: “Every weekday at 9am, summarise yesterday’s updates and post them to our #standup channel.”
  2. In the workflow editor, pick a schedule trigger (weekdays at 9am).
  3. Add actions to gather context from your connected apps, then post the summary to the Slack channel.
  4. Publish — from then on the standup lands in Slack automatically, with no one having to write it.
TipPrefer a head start? Start from the Slack Monitor role template and adjust it, rather than building from scratch.

Questions this guide didn’t answer?

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