How to Update an Existing Automation with Patch AI

Link to Loom

https://loom.com/share/2ccc8be21dcd4e1ead53ffed27a62d10

1. Open the automation and launch Patch AI 0:12

• Open the existing automation you want to modify.
• Launch the Patch AI widget.
• Prepare to describe the change you want made to the automation.

2. Enter a clear follow-up prompt 0:23

• Type a specific instruction for the update.
• Example prompt used in the video:
  • After the welcome email is sent, wait one day, then send an SMS reminding them to book.
• The clearer the prompt, the better Patch AI can update the automation.

3. Review Patch AI’s suggested changes 0:39

• Patch AI will generate updates to the existing automation.
• In the example, it added:
  • A 1-day delay
  • An SMS follow-up
• Review the suggested changes before applying them.

4. Apply, approve, and close each updated block 0:52

• Apply the changes Patch AI suggests.
• Before enabling the automation, review each new block carefully.
• For each block:
  • Approve and close
  • Check the content
  • Approve and close again as needed
• Once everything looks correct, enable the automation.

5. Confirm the update is complete 1:05

• The automation is now updated with the new follow-up step.
• Best practice:
  • Use a clear prompt
  • Review the updated automation before saving or enabling
• This ensures the automation behaves as intended