AI workflows that read the work and follow your rules
Add one AI step to sort an email, read a PDF or draft a reply. Every other step stays fixed, with approval where it matters.
- Claude, ChatGPT or Gemini, or your own model
- AI billed at the provider's price
- Approvals on every plan
You decide what the AI does. The workflow decides what happens next.
The AI does one job. It doesn't choose the next step, call other tools or change records on its own.
Jobs that need reading, not deciding
Sort
Classify emails, tickets or form answers by type and urgency
Extract
Pull invoice number, amount and due date from a PDF
Summarise
Turn a long email thread or call notes into three lines
Draft
Write a reply or follow-up for a person to check
Score
Rate a lead or a review against criteria you write
Translate
Put a customer message into your team's language
Choose your AI, and send it files as well as text
Keep the AI to its one job
From the first test to the last log, these come with every plan, including Free.
Test on sample data
Run the AI step on real examples before going live.
Allowed values
Limit the AI's answer to a list, such as sales, support or billing, so a surprise answer can't send the workflow somewhere new.
Approval after the AI step
Have a person check the AI's output before the next step acts on it, always or only above a value.
Pinned fields
Values the AI can't influence, such as the ticket group or the record owner.
See what the AI returned
The Event Log shows the AI step's input and output for every run.
Connect Claude, ChatGPT or Gemini to the apps you use
Use an AI step with any of our 200+ integrations. Popular combinations:
When every step needs judgement, use an agent
If the AI needs to decide which steps to take, such as looking up a customer, checking a policy and choosing whether to refund, that's an AI agent: a goal, tools and limits instead of fixed steps.
See AI agentsAdd your first AI step
Start free with 2,000 credits a month and your choice of AI.