Build Better Workflows Faster With Smart Process Builder

BY kali skidelsky
Practifi

Creating workflows is a key part of running a successful firm, but building them from scratch can be time-consuming. Mapping out steps, configuring outcomes and ensuring everything aligns with your internal processes requires both time and expertise.

Smart Process Builder is here to change that. Powered by artificial intelligence, this new feature allows you to describe a business process in your own words and have it automatically configured in Practifi. From client onboarding to internal reviews, you can build powerful workflows without manual setup.

This feature is part of our latest product release, Practifi Pinot Meunier, and represents the next step in our AI initiative, which focuses on delivering intelligent tools that work the way advisory firms do. Smart Process Builder brings that vision to life by making workflow creation faster, easier and more intuitive for your team.

Build smarter workflows in less time

Designing a new process no longer needs to be a time-consuming project. With just a short prompt, firm administrators can create complete workflows that include tasks, outcomes and decision logic. Everything is automatically configured and ready to review.

Advisory firms can use this to quickly build processes for tasks such as onboarding new clients, managing compliance steps or coordinating internal reviews. By eliminating the need for manual setup, teams can move more quickly and spend more time focused on clients.

Once generated, processes can still be refined and customized to fit your firm’s preferences, giving you both speed and flexibility. By automating routine workflow setup and eliminating time-consuming manual steps, Smart Process Builder lets advisors focus on what they do best: deepening client relationships and growing the business.

From a single prompt to a fully built process

Once a prompt is entered, the feature gets to work configuring every part of the process. Tasks are created with the right statuses and priorities. Decision points are mapped out logically. A visual flowchart is generated to illustrate how everything connects.

The tool also offers suggestions to improve your prompt or enhance the process’s structure. These recommendations help ensure your firm’s and the industry’s best practices are followed while still giving you complete control. Whether you’re building a new process or looking to rework an existing one, this approach makes setup faster, more accurate and easier to manage.

Built for the way your firm works

Whether you’re managing new client onboarding, prospect follow-ups or recurring review cycles, there are countless ways to put this feature to work.

For example, a prompt like “Create a client onboarding process with a welcome email, discovery meeting, document collection and approval steps” can instantly generate a complete process that’s tailored to your workflow. Each step is clearly mapped out, with tasks assigned, timelines in place and branching logic included where needed.

You can also use it to test and launch internal processes, like compliance reviews or team check-ins. With the ability to quickly generate and iterate on different workflows, your team can stay agile and aligned without slowing down.