AI Agents

Integrate AI capabilities directly into your automation workflows.

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