Documenting operational workflows often starts with scattered informationāwhiteboard sketches, SOP notes, spreadsheets, screenshots, or written descriptions. Translating that information into a structured process map can take significant time when done manually.
Nova, Puzzleās built-in AI workflow generator, removes that friction by transforming your inputs directly into structured workflows inside Puzzle. Instead of dragging boxes across the canvas, you can describe a process, upload a diagram or image, or import structured data, and Nova will generate a workflow ready to refine.
Nova acts as a workflow co-builder inside Puzzle, helping operators, consultants, and internal teams move quickly from raw information to structured operations maps. Teams can generate workflows, assign roles, connect tools, and visualize complex processes in seconds.
Nova is currently available in Beta, and its capabilities continue to expand as teams use it to accelerate process documentation and operational design.
Benefits of Using Nova AI Agent
š Accelerate Workflow Creation: Generate structured workflows in seconds instead of manually building every step and connection.
š Convert Existing Documentation into Processes: Turn SOPs, diagrams, spreadsheets, or screenshots into editable workflows inside Puzzle.
š§ Reduce Manual Setup Work: Automatically generate sections, steps, roles, and tool assignments based on your inputs.
š Improve Operational Clarity: Quickly visualize complex processes so teams can review, refine, and optimize them together.
āļø Start Optimizing Immediately: Begin with an AI-generated workflow, then edit and expand it to match your real operations.
š Key Capabilities of Nova
Nova creates real workflow components inside your Puzzle workspace, not just text summaries. Everything generated becomes fully editable in your canvas.
š§ Generate Workflows from Prompts
Describe your process in natural language, and Nova will build a structured workflow with sections, steps, roles, tools, and connections.
Nova works best when prompts reference Puzzleās workflow fields directly. When describing a process, try to include details such as:
Step name
Step type (Task, Decision, Trigger, Review, Approval)
Step status
Executor role
Tools used
Notes or instructions
Section the step belongs to
Providing structured details helps Nova generate more accurate workflows with clearer ownership and logic.
š¼ Convert Images into Workflows
Upload screenshots, whiteboard photos, or flow diagrams, and Nova will interpret the structure and rebuild it as an editable Puzzle workflow.
This works well for:
ā¢ Whiteboard sketches
ā¢ Flowcharts
ā¢ System diagrams
ā¢ Automation maps from tools like Zapier, HubSpot, or n8n
š Import CSV Files into Workflows
If your processes or system architecture already exist in spreadsheets, you can upload a CSV file, and Nova will translate structured rows into workflow components.
CSV uploads work best when the file includes fields such as step names, roles, tools, or sections. This makes it easy to bulk-create workflows from existing documentation, SOP libraries, or operational spreadsheets.
š” Need a starting point? You can use this CSV template folder to structure your data before uploading it to Nova:
š https://drive.google.com/drive/folders/1KbJLUYv3_q0dxqNJXrGEfl2dDsgKFXJd?usp=sharing
These sample templates show how to format steps, roles, tools, and sections so Nova can generate workflows more accurately.
š„ Automatically Create Roles, Teams, and Add Tools to Your Workflows
Nova can generate roles inside your Team Canvas and assign them to workflow steps, helping clarify ownership across the process. It can also search Puzzleās global tool directory, add tools to your workspace, and assign them to the appropriate steps in your workflow.
Roles and tools created by Nova are linked across canvases in Puzzle. Roles are created in the Team Canvas, and tools are added to the Tool Canvas, then assigned to workflow steps automatically.
This ensures workflows connect directly to the people and systems involved in each part of the process.
š Analyze and Optimize Existing Workflows
Nova can also help you analyze existing processes in your workspace and suggest improvements.
You can ask Nova to review a specific workflow and identify opportunities to improve efficiency, simplify steps, or reduce bottlenecks. Nova can analyze the structure of a process and provide suggestions such as:
Highlighting redundant or unnecessary steps
Identifying areas where responsibilities may be unclear
Suggesting opportunities to consolidate or simplify steps
Recommending ways to restructure sections for better clarity
This makes Nova useful not only for building workflows, but also for reviewing and improving existing processes as your operations evolve.
š„ Video Guide: Using Nova (Puzzle AI)
How to Generate Workflows with Nova
1ļøā£ Open Nova
1ļøā£ Open Nova
Go to your workspace and click the Nova icon in the left-hand toolbar.
The Nova sidebar will open, where you can:
Start a New Chat
Continue a previous conversation
Rename chat threads
Delete past chats
Each conversation is saved so you can revisit earlier workflow generations.
2ļøā£ Provide Your Input
2ļøā£ Provide Your Input
Enter the process you want Nova to generate.
You can provide input by:
ā¢ Typing a detailed prompt
ā¢ Uploading a diagram or image
ā¢ Uploading a CSV file
Nova will interpret the structure of your input and prepare a workflow generation.
Nova can also work across multiple canvases in a single request. For example, you can ask Nova to create a workflow step, assign a role from the Team Canvas, and attach tools from the Tool Canvasāall within the same prompt.
Referencing existing roles, teams, or tools by their exact name helps Nova link to those objects instead of creating duplicates.
3ļøā£ Review and Edit the Workflow
3ļøā£ Review and Edit the Workflow
Once the workflow appears in the canvas, you can edit it just like any other Puzzle workflow.
You can:
ā¢ Rename steps
ā¢ Update roles
ā¢ Change tools
ā¢ Adjust connections
ā¢ Add additional sections
4ļøā£ Check Your Credit Balance or Buy More Credits
4ļøā£ Check Your Credit Balance or Buy More Credits
You can view your organizationās Nova credit balance and manage credits from the Billing section in your Organization settings.
Go to your Organization page in Puzzle.
Click the account icon šļø in the right sidebar navigation and scroll down to the Billing section.
In this section, you can see:
Your monthly credits (total, used, and remaining)
Any purchased credit packs (permanent credits that do not expire)
Options to purchase additional credit packs (available to organization owners only).
ā ļø Only the organization owner can purchase credit packs. If you are not the owner, you will not see the purchase option. If you are the owner and still have trouble purchasing credits, please contact [email protected].
š³ Understanding AI Credits
All AI actions in Nova are powered by AI Credits. Credits are consumed whenever Nova analyzes files, generates workflows, or updates processes in your workspace.
Credits allow Puzzle to scale AI usage based on the complexity of what you're asking Nova to do.
AI Credit Types
Credit Type | Who Gets It | Amount | Notes |
Starter Credits | All new Puzzle accounts | 200 credits (one-time) | Automatically added when you create your organization |
Monthly Credits | Builder & Optimizer plans | Builder: 500 / Optimizer: 1000 | Refresh every billing cycle. Annual plans receive 12 months of credits allocated upfront. Monthly credits do not roll over. |
Purchased Credits | Any plan | Varies by pack | Never expire and are used after monthly credits run out |
š” Annual Plan Credit Allocation: Organizations on annual Builder or Optimizer plans receive the equivalent of 12 months of monthly credits allocated to their account at the start of the billing cycle. These credits function the same as monthly credits but are provided upfront for the entire year.
Credit Pack Options
Pack Size | Credits | Price | Best For |
Small | 500 credits | $20 | Mapping workflows for a single team |
Medium | 1500 credits | $50 | Documenting multi-workflow projects |
Large | 3000 credits | $100 | Mapping operations across departments |
How Credits Are Used
Action Type | Credit Usage |
Generating a workflow from a prompt | Medium usage |
Converting an image or diagram into a workflow | Higher usage |
Importing a CSV workflow | Higher usage |
Updating or modifying existing workflows | Low to medium usage |
Simple actions (rename steps, adjustments) | Low usage |
š” Important: Nova consumes credits based on complexity, not a fixed cost per action. Larger workflows or more complex files will require more credits.
How Nova Uses Your Credits
Priority Order | Description |
1ļøā£ Monthly Credits | Used first each billing cycle |
2ļøā£ Purchased Credits | Used after monthly credits run out |
3ļøā£ Buy More Credits | If all credits are used, you can purchase more instantly |
If your organization runs out of credits:
Nova will finish the current action
Next prompt, you'll see an option purchase additional credits
Purchased credits work on all plans, including Free
š” Tip: If you're planning to convert multiple diagrams, CSV files, or large workflows, purchasing a credit pack ensures Nova can continue generating workflows without interruption.
š” Best Practices for Using Nova
āļø Use structured, detailed prompts: Include key workflow details such as sections, step names, executor roles, tools used, and notes. Referencing these fields clearly helps Nova generate more accurate workflows with better ownership and structure.
š¼ Start with clean, structured inputs: High-quality diagrams or structured CSV files allow Nova to interpret your process more accurately when converting existing documentation into workflows.
š§± Let Nova build the first draft: Use Nova to generate the initial workflow structure, then refine it by adjusting steps, roles, tools, and connections to match your real operations.
š Define sections before listing steps: Providing clear sectionsāsuch as Intake, Review, and Approvalāhelps Nova organize workflows logically and produce cleaner process maps.
š Create steps first, then define connections: For larger workflows, it can be helpful to generate all steps first and then ask Nova to connect them. This reduces diagram errors and makes it easier to review the full process structure.
š¬ Use conversation threads to refine workflows: Continue the same Nova chat to modify steps, reorganize sections, update tools, or expand the workflow instead of starting from scratch.
āļø Specify the workflow layout if needed: If you want your process to flow left-to-right (horizontal) or top-to-bottom (vertical), include that instruction in your prompt so Nova builds the diagram accordingly.
š³ Monitor credit usage for larger tasks: Generating workflows from diagrams, images, or large datasets typically uses more credits.
Conclusion
Nova transforms how teams build and document operational workflows inside Puzzle. Instead of manually recreating processes from scattered documentation, teams can generate structured workflows directly from prompts, diagrams, and spreadsheets.
The result is faster documentation, clearer operational visibility, and workflows that are immediately ready to refine, share, and optimize.
As Nova continues evolving during Beta, it unlocks new ways for teams to design, understand, and improve their operations architectureāturning ideas and documentation into fully structured workflows inside Puzzle!