Generating workflows using AI

You can use IBM® watsonx.ai to generate workflows in Concert Workflows by describing the task you want to automate. The workflow is then automatically generated and you can save it and customize it in the workflow editor.

Attention: This feature is available as a preview only.

Before you begin

  • You must install the Concert Workflows add-on or a standalone version of Concert Workflows. These features are available for on-premises Concert deployments only.
  • You must have installed IBM watsonx.ai and connected to your Concert instance. Refer to Implementing IBM watsonx.ai (on-premises) for details.
Note: The following instructions apply if you are using the embedded version of Concert Workflows as opposed to a standalone instance. If you are using the standalone version, refer to Creating workflows in the IBM Rapid Infrastructure Automation documentation.

Step 1: Enable IBM watsonx.ai for Concert Workflows

You must enable your Concert Workflows add-on to use IBM watsonx.ai. Refer to the following instructions:

  1. On the host where Concert Workflows is deployed, navigate to the folder containing the Concert Workflows installation script. For OCP-based installations, this is the deploy-k8s script. For VM-based deployments, this is the setup script.
  2. Create a .yaml file to specify the custom values.
    vi my-custom-values.yaml
  3. In the new file, add a section called rna.instance.ai, and then add the AI-specific attributes and values.
    Table 1. Required attributes to enable IBM watsonx.ai to generate workflows. The following table describes the required attributes to enable AI for Concert Workflows.
    Attribute Description
    watsonx_version The version of IBM watsonx.ai to use with Concert Workflows. Set this attribute value to "2024-03-14".
    watsonx_model The IBM watsonx.ai model to use to generate workflows. Set this value to "meta-llama/llama-3-3-70b-instruct".
    watsonx_auth_type The authentication method used by Concert Workflows to authenticate IBM watsonx.ai.
    • For Identity and Access Management (IAM) authentication, set this value to "iam".
    • For authentication via IBM Cloud Pak® for Data, set this value to "cp4d".
    • For bearer token authentication, set this value to "bearertoken".
    • To disable this feature, set this value to "disabled".
    Attention: To enable Concert Workflows to use IBM watsonx.ai to generate workflows, you must set this attribute to "iam", "bearertoken", or "cp4d". Based on your selection, you must set additional attributes. Refer to Table 2.
    watsonx_cluster_url The URL of the IBM watsonx.ai cluster.
    watsonx_project_id, watsonx_space_id, or watsonx_deployment_id Specify one of the following ID values for the IBM watsonx.ai project, deployment space, or deployment that you want to use.
    Table 2. Additional authentication attributes
    Authentication method Required attributes Description
    If you are authenticating using Identity and Access Management ("iam")... watsonx_api_key IBM Cloud API key that is used to authenticate to IBM watsonx.ai
    If you are authenticating using IBM Cloud Pak for Data ("cp4d")... watsonx_username Username that is used by IBM Cloud Pak for Data to authenticate to IBM watsonx.ai.
    watsonx_password Password that is used by IBM Cloud Pak for Data to authenticate to IBM watsonx.ai.
    cp4d_cluster_url URL of the IBM Cloud Pak for Data instance.
    If you are authenticating using a bearer token ("bearertoken")... watsonx_bearer_token Bearer token value
  4. Upgrade your Concert Workflows add-on to enable it to use IBM watsonx.ai.
    • If deployed on an OCP cluster, run the following command, replacing <custom-YAML-file> with the name of the custom attribute file that you just created.
      ./deploy-k8s --override-values=<custom-YAML-file>
    • If deployed on a virtual machine, run the following command, replacing <custom-YAML-file> with the name of the custom attribute file that you just created.
      /setup --override-values=<custom-YAML-file>

Step 2: Generate a workflow using AI

  1. Click Workflows > Manage from the main navigation.
  2. Click Create workflow.
  3. Click Generate with AI.
  4. In the prompt input field, describe the task you want to automate. For example, you can test the functionality with a basic request, such as: Reverse the elements in this array: [9, 8, 7, 6, 5].

    The workflow generation process begins. In the preview area, status messages are displayed at each stage of the generation process. When the process is complete, the generated workflow is shown.

  5. Click Save and open in editor to modify the workflow. Refer to Using the workflow editor for details.
Each prompt provided generates a new workflow. When generated, you can update your workflow in the workflow editor.
Note: You cannot modify workflows directly in the Generate workflow with AI page.

To switch between multiple generated workflows, click the Load automation preview icons in the chat history.