Writing business emails, creating use cases for research or producing any other piece of content on a regular basis requires time and effort.
Process Street‘s AI Task utilizes the power of ChatGPT to create that content for you in a few seconds.
Users: In order to create or edit workflows you must be an Administrator or a Member who has been given ‘edit’ access by your Administrator.
Whether you’re creating a new workflow or working with an existing one, you can add AI tasks to perform actions within your workflow.
Create or edit your workflow and add form fields to collect information like contact name, contact email, company name, and more. This data can be used to create your prompt for the AI task.
Next, navigate to the task after where you want to add the AI task and click on the + button at the end of your task list. Select AI Task then select Create from scratch from the category dropdown, as shown below.
Then create your custom prompt. You can use the form field variables from your workflow here to make your prompt more specific.
Before you finalize your prompt, you can test it to make sure it delivers the desired response in your workflow runs. Once you’ve created or edited your prompt click Test.
When you open the testing modal you’ll be taken to the Instructions tab. Here you’ll see the prompt that you edited in the step before.
Populate the form fields like you would in an active run then click Generate to review the response.
If you’re not happy with the response, you can edit the prompt as you test and regenerate the response, repeating this step until you’re satisfied. Then click Save in the bottom right corner to update the prompt in your workflow.
The output field is the form field where a response will be populated by the AI task. This field will be in a task that’s typically after the AI task.
Form fields that can be selected as an output field are:
When you’re done editing, publish and run your workflow and fill out the details in your input form fields.
Completing the task before the AI Task triggers it to run, generating the content for you.
Discover more AI Tasks.
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