Automating Business Tasks with Workflow AI: A Step-by-Step Guide

Created by Fatima Khan, Modified on Tue, Jun 11 at 12:15 PM by Fatima Khan

Welcome to Workflow AI Action, the tool that simplifies your business operations. It's built on advanced AI, handling complex tasks swiftly and efficiently. Say goodbye to tedious manual processes and hello to a whole new era of streamlined workflows with Workflow AI Action.

What is Workflow AI?

Workflow AI is a revolutionary workflow action that harnesses the power of artificial intelligence to enhance your business automation strategies. It integrates seamlessly with your CRM, responding intelligently to various triggers and actions to streamline your workflows. Utilizing advanced AI like GPT-4, this action generates dynamic and contextually aware responses, enriching your communication processes. It interoperates with various platforms, from social media to e-commerce and learning management systems, enabling diverse applications. Workflow AI also supports intricate data formatting and computations, further ensuring precision and efficiency in your operations. As a workflow action, Workflow AI empowers your business to be more proactive, responsive, and adaptable.

Usage Cases in Symphony with other Workflow Actions and triggers:

Public Figures' Social Media Auto-responder: Use Inbound Webhooks from supported social media platforms to trigger a Workflow AI response. The response can be a general appreciation message for every new follower or a direct message.

Automated Birthday Wishes: Trigger a 'Birthday Reminder' to activate Workflow AI, sending a standard birthday wish to email or SMS to contacts.

E-commerce Abandoned Cart Recovery: Upon an 'Abandoned Checkout' trigger, send a Workflow AI-generated reminder email or SMS about the abandoned carts.

Automated Webinar Follow-ups: Using the CRM's 'Appointment Status' trigger after a webinar, the workflow could send all attendees a follow-up email via Workflow AI.

Course Completion Certificates: After 'Product Completed' is triggered in an online course, use Workflow AI to generate a congratulatory message and certificate to be sent to the course finisher.

Automated Restaurant Reservation Confirmation: When 'Customer Booked Appointment' is triggered, the workflow could send a Workflow AI-generated confirmation message with booking details.

Post-Purchase Survey: Trigger 'Payment Received' to activate Workflow AI, sending customers a thank-you message and a post-purchase survey link.

CRM Event Follow-up: After the 'Order Submitted' trigger is activated, the workflow could send a follow-up email via Workflow AI, asking for feedback on the customer's shopping experience.

Automated E-commerce Product Reviews: After an 'Order Fulfilled' trigger, use Workflow AI to email the customer requesting a product review.

Automated Event RSVPs: Use an 'Inbound Webhook' from an event registration form to trigger a Workflow AI response, sending an RSVP confirmation to each registrant.

Client Onboarding in SaaS Companies: Upon 'Membership New Signup', use Workflow AI to send a welcome message and onboarding instructions to the new user.

How to set up GPT powered by OpenAI?

Create a workflow or use an existing workflow. After adding an appropriate Workflow Trigger, Scroll to Actions and add the Workflow AI - GPT powered by OpenAI Action:

Select Model

Users will be able to select from a "Model" to select from. By default GPT 3 Turbo will be selected but the users will have the option to select GPT 4 Turbo from the dropdown.

GPT 4 Turbo vs GPT 3.5 Turbo


Ask ChatGPT for anything to generate completions for. E.g., Could you generate a response for a customer message?

Dynamic prompts can be created by utilizing custom values.

Select Action Type

Don't know what prompt to use, try some of our pre made action types. The prompt will auto populate and the action can be used based on that. Below options are available to select from

1. Analyze Text Sentiment

2. Summarize Text

3. Translate

4. Custom


Sampling temperature refers to the parameter used in generating AI text with varying levels of randomness. It is set between the range of 0.1 and 1. Higher values, such as 0.8, result in more diverse and random output. In contrast, lower values, like 0.2, produce more focused and predictable responses. Adjusting the sampling temperature allows users to customize the level of creativity and control in the AI-generated content.


After setting up the ChatGPT, you can use the results in further actions in your Workflow. {{chatgpt.1.response}}

By leveraging Workflow AI Action, you can automate complex tasks, improve efficiency, and ensure consistent communication across various platforms.

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