AI Task Builder

Motion.io's built-in AI task builder helps you create fully structured project workflows in minutes. Just describe your current process, and our AI will generate tasks, organize them into stages, and even create and attach any required forms—so you can spend less time building templates and more time delivering work.

What You Can Do with the AI Task Builder

• Auto-generate tasks from simple written descriptions
• Automatically group tasks into logical stages
• Generate forms tailored to your workflow needs
• Simulate your workflow with an AI test client
• Get AI-powered feedback and optimization suggestions

How to Use the AI Task Builder

1. Create a New Project or Workflow Template

To get started, navigate to the Templates section from your Motion.io Admin View and click “Create new Template.” Give your template a name—such as “Client Onboarding”—then assign a project owner. Once you've entered the required details, click “Create” to launch the template builder.

2. Describe Your Workflow

Once you’re in, you’ll see a banner for the AI Task Builder. Click this to get started.

In the AI task builder modal, you’ll be prompted to describe your process in a few sentences.

For best results, you can copy and paste directly from your existing SOPs, checklists, or internal docs.

Example:

“When onboarding a new client, we send a contract, request brand assets, have them complete an onboarding form, and schedule a kickoff call. Our team also reviews submitted assets and prepares the project workspace.”

Once entered, click “Submit”—and let the AI do its thing!

3. Watch the Magic Happen

In seconds, Motion.io’s AI will:

✅ Create tasks for both your team and your client

✅ Organize them into stages (e.g., Onboarding, Kickoff, Review)

✅ Build any forms referenced in your SOPs and attach them to the relevant tasks

Best Practices

Here are some tips to get the best results from your AI task builder

• Use clear, step-by-step descriptions in your input to the AI assistant
• Include team tasks and client tasks in your SOPs for full coverage

Instead of saying

"Add 'Sign Contract' task"

Say...

"During onboarding, a client will complete these tasks:

• Sign Contract
• Add billing information
• Fill out their "About Me"

"During onboarding, our team will complete these steps:

• Send welcome email
• Schedule Kickoff call
• Review user detail"

📽️ Want a Visual Walkthrough?

Check out our demo video to see the AI assistant in action from start to finish.