Bricksta
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Templates

Generating and refining templates with AI

Instead of creating every step by hand, describe your flow in a sentence or two. Bricksta derives workflows, phases, tasks, order and fields from it.

On this page

How to: Generate a template with AI

  1. 1
    In the templates list, click Create template and choose Describe with AI.The templates list with the “Create template” button at the top right
  2. 2
    Describe your flow in a sentence or two. Or attach existing material via Attach documents or BPMN.
  3. 3
    If needed, set a Deadline per task under Options.
  4. 4
    Click Generate. The template visibly builds up in the background.
  5. 5
    When it is done, it opens in the editor. Review and adjust it there.

How many generations you have left this month is shown on the Describe with AI card. Under Your recent descriptions, Reuse text takes over an earlier description.

Attaching documents and BPMN exports

You don't have to type the flow. Bricksta reads process descriptions (PDF, Word), screenshots, diagrams, spreadsheets or a BPMN export. You can also paste a file or image with Ctrl+V; an extra note is optional.

Tasks, order, branchesBricksta keeps them faithfully.
AI additionsHow far the AI may add to them is set under Options → BPMN enrichment.
Before it buildsBricksta shows the detected structure (tasks, branches, roles) for you to confirm.
Several processes in the modelYou pick which ones each become their own template.
Elements not taken overMessage flows or multi-instance markers, for example: the confirmation lists them with a count.
File with a DOCTYPE declarationRejected for security reasons. Export it without one.

Setting deadlines and cancelling

Deadline per taskNone, 1 day, 3 days, 1 week or Custom (1 to 365 days). Every task without its own deadline gets this value. Automatic steps get none.
CancelNo template is created. The run still counts towards the monthly allowance.
Leaving the page or losing the connectionThe run stops. The templates page offers it to you for 24 hours to continue, without a new run.

Refining an existing template

  1. 1
    Open the template in the editor and click Edit with AI.
  2. 2
    Describe the change, for example “make the review phase optional”. You can attach documents or a BPMN export.
  3. 3
    Check the coloured markers and the tally in the banner above the structure.
  4. 4
    Confirm with Mark as read. Then you publish the new state.
Three task rows in the template editor: amber with “Changed”, green with “New”, amber with “Changed”
  1. 1Changed: amber outline
  2. 2New: green outline
After a refinement, the editor marks what the AI touched.

The AI keeps working in the same template and rebuilds nothing. What you set by hand is preserved: approvals, assignees, due-date anchors, file restrictions, documents, field mappings and option colours.

What did the AI change?

Green, NewThe AI created the building block.
Amber, ChangedThe AI changed the building block.
Amber, two positions (e.g. “5 → 1”)The AI only moved the building block.
The banner above the structure showing the tally “1 new · 2 changed (of those 1 moved)” and a “Mark as read” button
  1. 1Tally of the change
  2. 2Expand the AI rationale
  3. 3Mark as read
The banner states the tally and stays until you confirm it.

While the banner is up, Bricksta allows no structural deletion. Renaming and changing settings still work. That way you correct a suggestion while you judge it.

The banner expanded: three numbered AI rationales, two of them tagged “unchanged”
AI rationale expands all rationales, including those for unchanged positions.

When reordering, the AI gives a rationale for each position. Read the ones for unchanged positions in particular: if a sentence does not hold up, the AI only assumed the order was right. If the AI changes nothing, the banner says “no change needed”.

What the AI does not do when refining

Removing building blocksThe AI deletes nothing. What it leaves out, the banner lists under left out by the AI. You can delete it after Mark as read.
Order against a dependencyA step with a dependency stays put. Tell the AI “B should only run after A” or use Run in sequence.
Incomplete orderIf the AI does not return a position for every workflow, Bricksta stops. The template stays unchanged.
Steps acting on behalf of another personThe AI only changes them if you could do so yourself. Otherwise it leaves them out, and the banner names them.
Rework loops and back-jumps
  • If you describe a loop like “on rejection, go back to drafting the quote”, the AI adds the back-jump. Without a number, three correction rounds apply.
  • A back-jump into an earlier workflow is possible. The banner then names the affected workflows and how many phases it resets.
  • The AI does not create an invalid back-jump (forward, onto itself). The banner names it so you can decide.
  • Back-jumps you switched off are left alone. Back-jumps within a phase hang on the approval; you set that up in the editor.
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