AI Actions
Generating Text
What it does: Generates text from a prompt using an AI model.
Inputs
- Prompt (required) — The instruction or question for the model. Can include variables (e.g.
#StepName.field). - Model (required) — Which AI model to use (e.g. GPT-4, Claude). Dropdown or list from your plan.
- Temperature (optional) — Controls randomness (0 = deterministic, higher = more creative). Typical range 0–1.
- Max Tokens (optional) — Maximum length of the generated response in tokens. Prevents runaway output.
Outputs
The model’s generated text and a word count so you can use the result in later steps or for logging.
Output schema
- text — The full generated text string.
- wordCount — Number of words in the generated text (if exposed).
Extracting Information
What it does: Extracts structured information from unstructured text using AI.
Inputs
- Content (required) — The source text (or variable containing text) to extract from (e.g. email body, transcript).
- Schema / Field definitions (required) — The structure you want: list of field names and optionally types or descriptions (e.g. “name: string”, “amount: number”). Tells the AI what to extract.
Outputs
A single object whose keys match your schema and values are the extracted data. Use in conditions or to create/update records.
Output schema
- fieldName — One key per field you defined in the schema. Types and nesting depend on your definition (e.g. name, email, amount, date).
Using a Decoder Assistant
What it does: Uses a Decoder Assistant to answer or perform a task (conversational step).
Inputs
- Assistant (required) — Which Decoder Assistant to use (dropdown of configured Assistants).
- Prompt / Query (required) — The question or instruction for the Assistant. Can include variables.
- Conversation context (optional) — Previous messages or context to maintain a thread (if the step supports it).
- Model overrides (optional) — Override the Assistant’s default model for this step, if allowed.
Outputs
The Assistant’s reply text and, if configured, any structured fields (e.g. extracted JSON). Use for follow-up steps or branching.
Output schema
- text / response — The Assistant’s full reply text.
- structuredField (if configured) — Any additional structured output fields defined for the Assistant step.
Generating Structured Data with an Assistant
What it does: Uses an Assistant to produce formatted or structured output (e.g. JSON, table).
Inputs
- Assistant (required) — Which Assistant to use.
- Prompt (required) — Instruction describing what structure you want (e.g. “Return a JSON object with keys: title, summary, bullets”).
- Format (required) — Schema or format description (JSON Schema, table columns, or natural-language description) so the output matches a known shape.
Outputs
A single object or list in the requested format, suitable for mapping to CRM fields or other steps.
Output schema
- data — Object or array matching the format you specified. Use the variable picker to see the exact shape (e.g.
#StepName.data.title).
Summarizing Content
What it does: Summarizes provided content using AI.
Inputs
- Content (required) — The text (or variable) to summarize (e.g. long email, transcript, article).
- Length (optional) — Target length (e.g. short, medium, long, or word count). Affects how much the AI condenses.
- Style (optional) — Tone or style (e.g. bullet points, paragraph, executive summary).
Outputs
A shorter summary string you can use in emails, tickets, or reports.
Output schema
- summary / text — The summary text.
Classifying Content
What it does: Classifies content into predefined categories using AI.
Inputs
- Content (required) — The text (or variable) to classify (e.g. support message, feedback).
- Categories (required) — The list of possible categories (e.g. “Bug”, “Feature request”, “Question”). Can be a simple list or a schema with descriptions.
Outputs
The chosen category and optionally confidence or per-category scores for routing or analytics.
Output schema
- category — The selected category label.
- confidence (optional) — Confidence score (e.g. 0–1).
- scores (optional) — Per-category scores or probabilities, if exposed.
Generate Structured Data
What it does: Generates data (e.g. list of objects) that matches a JSON schema.
Inputs
- Prompt / Instructions (required) — Natural-language description of what to generate (e.g. “Generate 5 product ideas with name and one-line description”).
- Schema (required) — JSON Schema defining the structure (object shape, array of objects, types). The model’s output is validated against this.
- Model (optional) — Override the default model for this step.
Outputs
Valid structured data (object or array) matching the schema. Use for creating records or feeding into iterators.
Output schema
- data — The generated object or array. Fields match your JSON Schema (e.g. data[0].name, data[0].description).
Analyzing Images
Decoder provides image analysis steps that return text or structured data from images.
Simple Image Analysis
What it does: Analyzes an image and returns text output (with optional streaming). Uses an AI image model.
Inputs
- Model (required) — Which vision/model to use (e.g. GPT-4 Vision, Claude with vision).
- Image (required) — The image file or URL (variable from file upload or previous step). Supported: PNG, JPEG, GIF, WebP.
- Prompt (required) — What to do with the image (e.g. “Describe this”, “Extract the text”, “List items in the image”).
- Temperature (optional) — Randomness of the text response.
- Streaming (optional) — When enabled, output may stream token-by-token (behavior depends on product).
Outputs
Plain-text analysis or description of the image for use in summaries, tickets, or next steps.
Output schema
- text — The model’s text response about the image.
- wordCount — Word count of the response (if exposed).
Structured Image Analysis
What it does: Analyzes an image with a user-defined output schema and JSON Schema validation.
Inputs
- Model (required) — Vision-capable model to use.
- Image (required) — Image file or URL (variable).
- Prompt (required) — Instruction for what to extract (e.g. “Extract product name, price, and SKU from this label”).
- Output Schema (required) — JSON Schema for the expected output (object with specific fields). Ensures structured, typed results.
- Temperature (optional) — Randomness; often set low for extraction.
Outputs
A single object (or list) matching your schema—e.g. form fields, product details—for use in databases or other steps.
Output schema
- data — Object whose keys match your Output Schema (e.g. productName, price, sku). Use the variable picker to see exact fields.
OCR Document (Structured Data)
What it does: Extracts structured data from documents (PDF, images, Office files) using OCR and a defined schema.
Inputs
- Document (required) — The file (or variable) to process. Supported: PDF, JPEG, PNG, DOCX, PPTX, XLSX, HTML.
- Output Schema (required) — JSON Schema for the extracted data (field names and types). Defines what to look for and return.
- Schema prompt (optional) — Extra instructions for the extractor (e.g. “Ignore headers and footers”).
- Fail if not found (optional) — When enabled, the step fails if required fields cannot be extracted; when disabled, may return partial or null.
Outputs
Structured data matching your schema, suitable for CRM, DB, or conditional logic.
Output schema
- data — Object matching your Output Schema. Keys are your defined field names; values are extracted text or numbers (e.g. invoiceNumber, total, date).