An AI feature that improves collaboration in building automation
In Fall 2024, I worked on a Salesforce-sponsored project with the goal of creating a more collaborative experience in building automation flows.
I designed an AI-powered simple diagram that saves admins hours of manual recreation, enables seamless sharing with stakeholders, and centralizes feedback, notes, and decisions in one collaborative workspace
Collaboration breaks down outside Flow Builder
Salesforce admins spent hours manually creating visual diagrams to explain automation logic to clients outside of Salesforce Flow Builder. Feedback was scattered across emails and meetings, making collaboration slow and alignment difficult.
Where does collaboration break down?
Generate simple diagram & AI summary with one click
「 Say goodbye to hours of manually rebuilding flows outside Salesforce 」
With one click, the system generates a clear, AI-powered simplified diagram along with an AI summary.
This not only saves hours of rework for admins but also makes complex flows easier for the team to understand and discuss.
Keep everything in one place
「 No more hunting for scattered notes across different platforms 」
With notes and edits built into the simplified diagram, admins can capture insights, make adjustments, and keep everything in one place for easy reference.
This keeps all notes in one place, reducing scattered communication and making them easy for clients to follow.
Share and comment seamlessly
「 Communication Made Simple, Feedback Made Clear 」
Clients can open simple diagram link in their browser and leave comments on the diagram.
This keeps discussions in one place, reduces back-and-forth delays, and ensures faster alignment.
What I've learned
- Time and research are always limited. Instead of trying to solve every problem, focusing on the most impactful solutions that bring the greatest value to users.
- Things rarely go exactly as planned, and that's perfectly fine. Embracing change and seeing it as a chance to grow.