The solution that streamlines your business operations. Powered by cutting-edge AI, it tackles complex tasks with speed and precision. Leave behind tedious manual work and embrace a new era of effortless efficiency with Workflow AI Action.
GPT Powered by OpenAI
Workflow AI is a groundbreaking automation tool that leverages artificial intelligence to optimize your business processes. Designed for seamless CRM integration, it intelligently reacts to triggers and actions, ensuring smooth and efficient workflows. Powered by advanced AI like GPT-4, it produces dynamic, context-aware responses that elevate communication. Its versatility extends across multiple platforms, including social media, e-commerce, and learning management systems, allowing for a wide range of applications. Additionally, Workflow AI enhances data processing with precise formatting and complex computations, improving accuracy and efficiency. By automating key actions, it empowers businesses to be more agile, responsive, and forward-thinking.
Select from below mentioned models
Users will be able to select from a “Model” to select from. By default GPT 4o will be selected but the users will have the option to select GPT 3.5 Turbo from the dropdown.
Select Action type to get pre-populated prompts. If you have your use case in the available options then you will not have to write a prompt and you can directly use the auto populated prompt or you can move forward with custom to write your own prompt.
Send Product recommendations to a customer who has bought something from you.
Scenario: A contact has brought a product from you and you want to thank them and share a list of recommended products.
Trigger Setup:
Workflow Actions:
Outcome: This automation helps you to maintain a good relation with the customer by sending them a thank you email and in addition to that create opportunities by pitching them additional products.
Overview The Number Validation Trigger in CRM allows users to automate workflows according to the validation status of phone numbers. This functionality helps ensure that SMS messages are sent exclusively to valid numbers, minimizing costs from undeliverable messages and enhancing communication efficiency. Trigger Name Number Validation Trigger Description Triggered based on the number validation feature […]
Overview This trigger activates workflows when a viewer watches a designated percentage of a video. It empowers marketers to adapt in real-time to viewer engagement, enabling personalized follow-ups and targeted messaging based on the portion of the video completed. Trigger Name Video Tracking Trigger Description Runs when a lead watches up to a specified percentage […]
Overview The “Go-To” event in Workflows lets you seamlessly move contacts from one step to another. This feature allows you to guide contacts to specific points in the workflow based on predefined triggers or conditions. With the “Go-To” action, you can optimize your workflows, ensuring that each contact follows a personalized path tailored to their […]
Overview With this feature, users can store the history of their GPT actions. By leveraging past interactions, GPT actions can generate more relevant and personalized responses. Action Name GPT Powered by OpenAI Action Details Type of History There are 5 types of History that can be stored How to use it? Advanced options Points to […]
Overview Use the “Add Contact Followers” workflow action to automatically assign followers to a contact. Integrate this action into your current workflows to streamline follower management for your business. Action Name Add Contact Follower Action Description The “Add Contact Follower” action allows users to assign one or multiple followers to a contact’s profile. How to […]
Overview Use the “Remove Contact Followers” workflow action to automatically remove followers from a contact. Integrating this action into your existing workflows simplifies follower management for your business. Action Name Remove Contact Follower Action Description The “Remove Contact Follower” feature allows users to delete one or multiple followers from a contact’s profile. How to Configure […]
Overview The “Send Invoice” feature enables users to automate invoice delivery to contacts within a workflow. By simplifying the invoicing process, it ensures prompt and consistent billing for the products or services rendered. Action Name Send Invoice Action Description How to Configure Example Send an Invoice when Opportunity Status Changes Trigger Opportunity Status changed – […]
Overview The Task Added trigger enables you to start a workflow whenever a new task is created in a contact’s record. This helps automate actions tied to task creation, like alerting the assigned user, updating relevant task fields, or sending follow-up communications. Trigger Name Task Added Trigger Description This trigger activates whenever a new task […]
Overview The Task Reminder trigger enables you to create workflows that activate when task reminders are issued. This is useful for notifying users about upcoming tasks or prompting action on overdue tasks. Trigger Name Task Reminder Trigger Description This trigger activates when reminders linked to tasks are set off. You can apply filters to control […]