AI Actions
Beta
AI actions let a workflow hand a step to an AI agent to draft or analyze.
#What it is
An AI action produces a draft or analysis that then routes to a person for approval, it never ships on its own.
#Key capabilities
- Hand a step to an AI agent
- Draft outreach, summaries, or analysis
- Route results to a person for approval
- Combine AI speed with human control
#How to use it
1
Add an AI action
Choose the agent and task.
2
Provide context
Give it what it needs.
3
Route to approval
Send the result for review.
Tip
Always follow an AI action with an approval before anything reaches a customer.
#Related AI departments
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