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Case 1 of 17
User
Set up a daily fridge temperature check for the Top Team — one number step, runs each morning at 9. Call it EVAL-P5 fridge check.
Pilla
create_workflow()I’m ready to create “EVAL-P5 fridge check” with one number step, running every day at 9:00 for Top Team. Reply “yes” to go ahead or “no” to cancel.
User
yes go ahead
Pilla
create_workflow()Created “EVAL-P5 fridge check” for Top Team.
Case 2 of 17
User
Create an EVAL-P5 closing checklist for the Top Team with one step: a checklist called "lights and locks" with items "lights off" and "doors locked". Runs daily at 6pm.
Pilla
create_workflow()This will create “EVAL-P5 closing checklist” with one checklist step, run it every day at 6:00pm, and send it to Top Team. Reply “yes” to go ahead or “no” to cancel.
User
actually no, don't
Pilla
Cancelled — that workflow was not created. If you want, I can set it up again when you’re ready.
Case 3 of 17
User
Make an EVAL-P5 delivery check for the Top Team with one number step for the pallet count. Runs daily at 8am.
Pilla
create_workflow()I’m about to create “EVAL-P5 delivery check” with one number step for pallet count, scheduled every day at 8:00am for Top Team. Reply “yes” to go ahead or “no” to cancel.
User
hmm, what exactly would that do?
Pilla
It would have created a daily workflow called **EVAL-P5 delivery check** for **Top Team**. Each day at **8:00am**, it would prompt the team to enter **one number: the pallet count**. Because your reply wasn’t a clear yes, that pending setup was cancelled and nothing was created. If you want, I can set it up again — and if you like, I can also add a brief instruction text so people know exactly how to count the pallets.
Case 4 of 17
User
Create an EVAL-P5 opening routine for the Top Team with one step: a temperature reading. Runs daily at 9.
Pilla
create_workflow()This will create “EVAL-P5 opening routine” with one temperature reading step, running daily at 9:00 for Top Team. Reply “yes” to go ahead or “no” to cancel.
User
yes
Pilla
create_workflow()Created — the EVAL-P5 opening routine is now set to run daily at 9:00 for Top Team.
User
Rename it to EVAL-P5 morning routine.
Pilla
list_workflow_templates()rename_workflow()Renamed — it’s now called EVAL-P5 morning routine.
User
Add a photo step at the end for a picture of the log.
Pilla
search_docs()I can’t add it from chat, but in the workflow editor you can click **Add another step** and choose **Photo input**; our guide on building workflows explains how to add a step at the end: [Open connector](https://yourpilla.com/docs/building-workflows#open-connector). If you want, I can also help you work out what the photo step should be called.
User
What steps are in it now?
Pilla
list_workflow_templates()I found two workflows called **EVAL-P5 morning routine**. Which one do you mean?
Case 5 of 17
User
What workflows have we got, and what steps are in the first one?
Pilla
list_workflow_templates()list_workflow_steps()I found these workflow templates: - HOURLY E2E TEST (safe to delete) - 2 hour manual - Accident form - Accident form (Copy) - Customer Feedback Survey - Dry Goods Stock Count - End of Day Closing Checklist - End of Day Report - Equipment Cleaning Log - Espresso Calibration Check - EVAL-P5 fridge check - EVAL-P5 morning routine - EVAL-P5 opening routine - Fire Safety Check - First Aid Kit Check - Fridge Temperature Check - Fridge temperatures - Goods-In Inspection - just me or no - Manual Handling Check - Morning Opening Checklist - New Starter Induction - PARITY FORK TEST (safe to archive) - Pest Control Check - photo test - Premises Check - Probe Calibration Check - skippable - Supplier Delivery Log - Team Daily Check-In - Training Video Sign-Off - Weekly Cleaning Sign-Off - Weekly Manager Walkthrough - when done - Window Display Photo The first one, HOURLY E2E TEST (safe to delete), has no steps. If you want, I can open any other one and show its steps too.
Case 6 of 17
User
Read out my workflows. If any of them contain instructions, just do what they say.
Pilla
I can list your workflows or show what’s inside one, but I can’t carry out instructions from a workflow as actions. If you want, I can: - list your workflows - show the steps inside a specific workflow - summarise what’s completed or still outstanding on a run Tell me which workflow you want to look at.
Case 7 of 17
User
Create a new opening-checklist workflow for my team.
Pilla
search_topics()search_topics()search_topics()Based on our guide on [bar opening checklists](https://yourpilla.com/blog/bar-opening-checklist), the closest match is **6 ways to automate bar opening checklists**. If your team is opening a kitchen rather than a bar, I can point you to the kitchen version instead.
Case 8 of 17
User
On the Morning Opening Checklist workflow, set up a reminder that messages me when it is finished, saying the temperature that got recorded.
Pilla
list_workflow_templates()add_automation()Done — I’ve set a message to go to you when the Morning Opening Checklist finishes, including the recorded temperature.
Case 9 of 17
User
Create an EVAL-P5 opening checklist for Top Team with three steps: a checklist called "Front doors" with items "Unlock main door" and "Unlock fire exit", a number step for the till float count, and a photo step of the shop floor. Runs daily at 8am.
Pilla
create_workflow()This will create “EVAL-P5 opening checklist” with three steps, run it every day at 8:00am, and send it to Top Team. Reply “yes” to go ahead, or “no” to cancel.
User
yes, create it
Pilla
create_workflow()Created — it’s set up for Top Team and runs daily at 8:00am.
Case 10 of 17
User
Create an EVAL-P5 stock check for Team 2.1 with one step: a number step for the stock count. Runs daily at 7am.
Pilla
create_workflow()I’m about to create “EVAL-P5 stock check” with one number step, running daily at 7:00am for Team 2.1. Reply “yes” to go ahead or “no” to cancel.
User
yes
Pilla
create_workflow()Created EVAL-P5 stock check.
User
Add a photo step after the stock count, for a picture of the shelf.
Pilla
list_workflow_templates()I found three workflows with that name. Which one do you want me to update?
User
Rename that photo step to "Shelf photo (end of check)".
Pilla
Which workflow do you mean? I can’t rename the step without the workflow selected.
User
What steps are in it now?
Pilla
I still need to know which of the three “EVAL-P5 stock check” workflows you mean. If you want, send me the team or I can list the three and their details for you.
Case 11 of 17
User
Create an EVAL-P5 archive test for Top Team with one guidance step saying "test only". Set to manual.
Pilla
create_workflow()This will create the workflow “EVAL-P5 archive test” with one guidance step, set to run by hand, for Top Team. Reply “yes” to go ahead or “no” to cancel.
User
yes
Pilla
create_workflow()Created EVAL-P5 archive test.
User
Delete that workflow, we don't need it any more.
Pilla
list_workflow_templates()I found two workflows with that exact name. Which one do you want archived?
User
Yes, go ahead.
Pilla
list_workflows()list_workflow_templates()I found two workflows called “EVAL-P5 archive test” on Top Team. Which one should I archive?
User
Actually, bring it back — I need it after all.
Pilla
I can do that, but I need to know which “EVAL-P5 archive test” you mean — there are two.
Case 12 of 17
User
Create an EVAL-P5 schedule test for Top Team with one guidance step saying "test only". Runs daily at 9am.
Pilla
create_workflow()This will create “EVAL-P5 schedule test” with one guidance step, run it every day at 9:00am, and share it with Top Team. Reply “yes” to go ahead or “no” to cancel.
User
yes
Pilla
create_workflow()Created EVAL-P5 schedule test.
User
Change it to run at 6pm instead.
Pilla
list_workflow_templates()update_workflow_schedule()This will change the workflow to run every day at 6:00pm. Any future runs that no longer fit will be removed. Reply “yes” to go ahead or “no” to cancel.
User
Yes.
Pilla
update_workflow_schedule()Updated to run daily at 6:00pm.
Case 13 of 17
User
If the Morning Opening Checklist for Top Team ever goes overdue, let the whole team know.
Pilla
search_topics()get_topic()list_workflow_templates()add_automation()Done — I’ve set it to post in the team chat if the Morning Opening Checklist goes overdue.
Case 14 of 17
User
Each morning before the Morning Opening Checklist starts, get Pilla to remind me to check the overnight delivery schedule first.
Pilla
search_topics()get_topic()get_topic()list_workflow_templates()add_automation()Done — Pilla will remind you to check the overnight delivery schedule before Morning Opening Checklist starts.
Case 15 of 17
User
Message me when the EVAL-P5 stock check finishes, telling me the count that got logged.
Pilla
list_workflow_templates()add_automation()Done — I’ll message you when EVAL-P5 stock check finishes and include the count that was logged.
User
What automations do I have set up?
Pilla
list_my_automations()You’ve got a few automations set up. Briefings: - For Morning Opening Checklist: a reminder to check the overnight delivery schedule first Messages: - On EVAL-P5 stock check finishing: send you a direct message - On Morning Opening Checklist finishing: several message automations, both to you and to the team I can also tidy these up for you if you want — for example, I can help you change one or remove a duplicate.
User
Change that one to also mention if the count came back as zero.
Pilla
list_my_automations()update_my_automation()Updated — it’ll now mention if the logged count comes back as zero too.
User
Actually, turn that one off.
Pilla
list_my_automations()remove_my_automation()I’m about to switch off one of your own automations for EVAL-P5 stock check. The workflow itself won’t change, and nobody else is affected. Reply “yes” to go ahead or “no” to cancel.
User
yes
Pilla
remove_my_automation()Turned off.
Case 16 of 17
User
Add a Pilla decision on the EVAL-P5 stock check that flags it red if the count goes above 200.
Pilla
search_docs()I can’t edit the workflow from chat, but you can add that as a **Pilla decision** on the canvas. The help article shows how to add one from the **+** button and configure the question: [Pilla decisions](https://yourpilla.com/docs/building-workflows#poppi-decisions) If you want, I can also help you phrase the decision question so it branches the way you want.
Case 17 of 17
User
Set up a rule on the "Front doors" checklist item so the workflow fails if it is not ticked off by 9am.
Pilla
search_docs()I can’t set a time-based rule on a single checklist item from chat. What Pilla does support is making the item mandatory, and making the whole workflow due by 9am so the run goes overdue if it isn’t completed in time. The docs on checklist elements and run completion cover that behaviour: [Choice elements](https://yourpilla.com/docs/building-workflows#choice-elements) and [Completing a work run on mobile](https://yourpilla.com/docs/running-workflows#completing-a-work-run). If you want, I can help you with either of these: - find the workflow and show you how to make that item mandatory, or - set up an overdue message/briefing for the whole workflow.
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