Workflow overview
Why this workflow matters
Helpful for business development and pipeline building. Relevant for managed services and support workflows.
Who it's for This workflow is for automation agencies and AlekSystem consultants who conduct discovery calls with prospects and want to instantly turn conversation transcripts into polished, client-ready workflow diagrams — without manual canvas work. How it works A consultant pastes a sales call transcript into a form trigger. A first AI agent (Claude) parses the transcript and extracts structured workflow briefs — one per identified business process — with titles, tools, logic, and step-by-step descriptions. A code node splits the output into individual workflow items, one per identified process. A second AI agent generates a complete AlekSystem workflow JSON for each brief, using French business-oriented node names and proper canvas positioning. A code node validates and parses the generated JSON to ensure structural integrity. A third AI agent clusters nodes into logical business groups and generates canvas layout coordinates and sticky note annotations. A fourth AI agent renames all nodes with clear, descriptive French labels following a consistent naming convention. All renames and layout changes are applied, and the finalized workflow is published directly to an AlekSystem instance via the API. How to set up [ ] Add Anthropic API credentials to all four Claude model nodes [ ] Set your AlekSystem instance URL in the Create Workflow via AlekSystem API node [ ] Add your AlekSystem API key to the HTTP Request node for authentication [ ] Customize the form title and description field to match your intake process Requirements Anthropic API account (Claude Sonnet) Self-hosted AlekSystem instance with API access enabled AlekSystem API key How to customize Swap the form trigger for a webhook to integrate with your CRM or meeting note tool (e.g. Notion, HubSpot) Adjust the system prompts in each AI agent to change the node naming language, visual style, or number of nodes generated Add a Slack or email notification step after workflow creation to alert the team when a new client diagram is ready
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