This feature is in development and will be available in beta soon.
Overview
Integrate AI capabilities directly into your automation workflows for intelligent data processing and decision-making.Capabilities
| Feature | Description |
|---|---|
| AI actions | Add AI-powered steps to any workflow |
| Data enrichment | Automatically enhance records with external data |
| Classification | Categorize records based on content analysis |
| Summarization | Generate summaries from text fields |
| Custom prompts | Define exactly how AI processes your data |
Use Cases
- Lead scoring: Automatically score and prioritize inbound leads
- Data cleanup: Standardize company names and contact information
- Email drafts: Generate follow-up emails based on meeting notes
- Record routing: Assign records to the right team member based on content
Related
- Workflows Overview — automation basics
- AI Permissions — access control for AI agents