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bizweaver:ai_document_generation

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bizweaver:ai_document_generation [2025/12/05 13:00]
afernandes 		bizweaver:ai_document_generation [2026/04/24 09:52] (current)
dtucker
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 +**OpenAI API Key Configuration**
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 +Before using the AI Document Generation feature, a valid OpenAI API key must be configured in Bizweaver. This is a one-time setup that must be completed by a system administrator.
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 +**To configure the OpenAI API key:**
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 +  * Navigate to Admin → Configuration → External Integration
 +  * Locate the OpenAI API Key field in the configuration panel
 +  * Enter your valid OpenAI API key in the designated field
 +  * Click Save to store the configuration
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 +<WRAP center round info>
 +You can obtain an OpenAI API key by creating an account on the OpenAI platform at platform.openai.com and generating an API key from your account dashboard. This configuration only needs to be performed once by the system administrator. **This will need to be done using a paid OpenAI account.**
 +</WRAP>
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 +{{ :bw2:bw-ai-doc-pre-req.png |}}
  
 **1. Overview** **1. Overview**
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   *  Time Savings: Eliminate hours of manual documentation writing   *  Time Savings: Eliminate hours of manual documentation writing
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   *  Consistency: Ensure standardized documentation across all workflows   *  Consistency: Ensure standardized documentation across all workflows
   *  Accuracy: AI analyzes actual workflow logic to create precise documentation   *  Accuracy: AI analyzes actual workflow logic to create precise documentation
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 ** Accessing the Documentation Feature** ** Accessing the Documentation Feature**
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 The Documentation feature is accessible from the workflow designer interface: The Documentation feature is accessible from the workflow designer interface:
   - Open your workflow in the Bizweaver Designer   - Open your workflow in the Bizweaver Designer
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 +{{ :bw2:bw-ai-doc-figure1.png |}}
  
  
  
- +//Figure 1: Workflow Designer Interface with Documentation Button//
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-Figure 1: Workflow Designer Interface with Documentation Button+
  
  
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 **4.1 Step-by-Step Process** **4.1 Step-by-Step Process**
-Click the Documentation button in the workflow designer toolbar. 
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 +**Step 1: Access the Documentation Menu**
  
 +Click the Documentation button in the workflow designer toolbar.
  
  
 +{{ :bw2:bw-ai-doc-figure2.png |}}
  
-Figure 2: Documentation Button with Available Options+//Figure 2: Documentation Button with Available Options//
  
    
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   * "Processing with AI..." message   * "Processing with AI..." message
  
 +{{ :bw2:bw-ai-doc-figure3.png |}}
  
  
- +//Figure 3: Documentation Generation Progress Dialog//
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-Figure 3: Documentation Generation Progress Dialog +
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 +{{ :bw2:bw-ai-doc-figure4.png |}}
  
  
 +//Figure 4: Successful Documentation Generation Confirmation//
  
 +**4.2 What Gets Generated**
  
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-Figure 4: Successful Documentation Generation Confirmation 
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-**4.2 What Gets Generated** 
 The AI analyzes your workflow and creates a structured document containing: The AI analyzes your workflow and creates a structured document containing:
  
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 **Purpose Statement** **Purpose Statement**
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 A clear explanation of what the workflow accomplishes and why it exists. A clear explanation of what the workflow accomplishes and why it exists.
  
 **Step-by-Step Description** **Step-by-Step Description**
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 Detailed breakdown of each workflow action including: Detailed breakdown of each workflow action including:
     * Action name and purpose     * Action name and purpose
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 +{{ :bw2:bw-ai-doc-figure5.png |}}
  
  
- +//Figure 5: Sample Generated Documentation in Microsoft Word//
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-Figure 5: Sample Generated Documentation in Microsoft Word+
  
  
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 **Step 1: Click the Documentation Button** **Step 1: Click the Documentation Button**
  
 +{{ :bw2:bw-ai-doc-step5-1.png |}}
  
  
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   * Share with team members   * Share with team members
  
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 **Changes** **Changes**
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 When you modify a workflow that has existing documentation, Bizweaver automatically detects that the documentation is outdated. When you modify a workflow that has existing documentation, Bizweaver automatically detects that the documentation is outdated.
  
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- +{{ :bw2:bw-ai-doc-step6-2-1.png |}} 
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 The regeneration process is identical to initial generation: The regeneration process is identical to initial generation:
  
-  * Click "Regenerate Document"** +  - Click "Regenerate Document" 
-  * Monitor Progress:** Watch the progress dialog as the AI analyzes your updated workflow +  - Monitor Progress: 
-  * Confirm Success:** Wait for the "Document generated successfully!" message and click OK+  - Watch the progress dialog as the AI analyzes your updated workflow 
 +  - Confirm Success: Wait for the "Document generated successfully!" message and click OK
  
 The Documentation button will now show "Document is up to date" again. The Documentation button will now show "Document is up to date" again.
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 +{{ :bw2:bw-ai-doc-step6-3.png |}}
  
 **7. Best Practices** **7. Best Practices**
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 **7.1 When to Generate Documentation** **7.1 When to Generate Documentation**
  
- +  * Immediately after creating a new workflow
-    * Immediately after creating a new workflow+
   *  Before deploying to production   *  Before deploying to production
   *  After significant workflow modifications   *  After significant workflow modifications
   *  When onboarding new team members   *  When onboarding new team members
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 **7.2 When to Regenerate Documentation** **7.2 When to Regenerate Documentation**
  
  
-    * Whenever the "Document is out of date" warning appears +  * Whenever the "Document is out of date" warning appears 
-  *   After adding or removing workflow steps +  * After adding or removing workflow steps 
-  *   When changing workflow logic or conditions +  * When changing workflow logic or conditions 
-  *   After updating variables or parameters +  * After updating variables or parameters 
-  *   Before major releases or deployments+  * Before major releases or deployments
  
  
bizweaver/ai_document_generation.1764957629.txt.gz · Last modified: 2025/12/05 13:00 by afernandes

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