Flow Metadata & AI Assistant

Overview

Flow Metadata & AI Assistant is a combined metadata and prompt-generation feature for Salesforce Flow Builder.

It provides a side-panel experience that helps users:

• review Flow metadata in a more usable format
• copy or download Flow metadata as JSON
• generate AI-ready prompts using built-in templates
• choose between raw and cleaned metadata depending on the task
• estimate prompt size before copying content into an external AI tool

Where it appears

Flow Metadata & AI Assistant is intended for Salesforce Flow Builder. When activated, it opens a panel overlay that can be closed by clicking the close button, pressing Escape, or clicking outside the panel.

Panel sections

Flow Summary

Displays core metadata: Label, Type, Status, API Version, element summary, and resource summary.

Flow Metadata

Shows estimated token counts for raw and cleaned metadata, the token saving percentage, and action buttons:

• Copy Raw / Copy Clean
• Download Raw / Download Clean

AI Prompt Assistant

Lets the user select a prompt template, choose between Clean and Raw metadata, view a token estimate, and copy the assembled prompt to the clipboard.

Prompt templates

• Summarise Flow — produces a plain-English Flow summary suitable for a Flow description
• Generate Flow, Element, and Resource Descriptions — produces structured documentation including a Flow summary, paste-ready descriptions, and grouped element/resource descriptions
• Generate Draw.io Diagram — produces Draw.io compatible XML representing the Flow visually
• Suggest Improvements — analyses the Flow against performance, error handling, maintainability, security, governor limits, and general best practices
• Generate Test Scenarios — produces structured test scenarios covering Flow paths, branches, edge cases, and fault handling

How to use it

1. Open a Flow in Salesforce Flow Builder.
2. Launch AI Assistant from the extension.
3. Wait for the current Flow metadata to be retrieved.
4. Review the Flow Summary section if needed.
5. Choose whether you want to work with raw or cleaned metadata.
6. Select a prompt template.
7. Review the token estimate.
8. Click Copy Prompt to Clipboard.
9. Paste the copied prompt into your preferred AI tool.

Notes and limitations

• The feature prepares prompts and metadata but does not itself execute an external AI model.
• Token estimates are approximate and intended as a planning aid.
• The quality of AI outputs depends on the selected prompt template and the metadata supplied to the external AI tool.
• The feature depends on successful metadata retrieval for the current Flow.