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AI Activities

AI Activities let your workflows leverage large language models directly — without leaving the designer. Use them to generate text, classify content, extract structured data, and more. All AI activities require an AI backend or Azure OpenAI key configured in Settings.

Tier AvailabilityAI Activities require Standard or higher. AskCopilot and GenerateText are available on all paid tiers; AnalyseImage and ExtractData (structured) require Pro or Enterprise.

AskCopilot

Sends a prompt to the AI Copilot and returns the response as a string variable. Use this to make dynamic decisions inside your workflow.

ParameterTypeRequiredDescription
PromptStringYesThe question or instruction for the AI
ContextStringNoAdditional background information appended to the system prompt
ModelStringNoOverride the default model (e.g., gpt-4o)
Max tokensInt32NoMaximum length of the response (default: 512)
OutputString variableYesVariable to store the AI's response
workflow
1AskCopilot:
2 Prompt: "Classify this email as Urgent, Normal, or Low priority: {{emailBody}}"
3 Output: emailPriority
4Log: "Priority: {{emailPriority}}"

GenerateText

Generates free-form text from a template prompt. Ideal for drafting emails, summaries, or descriptions.

ParameterTypeRequiredDescription
TemplateStringYesPrompt template — use {{variableName}} to embed workflow variables
ToneFormal / Friendly / Technical / ConciseNoStylistic hint passed to the model (default: Formal)
LanguageStringNoOutput language code, e.g. en, de, fr (default: en)
Max tokensInt32NoMaximum output length (default: 1024)
OutputString variableYesGenerated text

ClassifyText

Classifies a string into one of a predefined set of categories. Returns the matched category label.

ParameterTypeRequiredDescription
Input textStringYesText to classify
CategoriesString (comma-separated)YesAllowed output labels, e.g. Complaint,Enquiry,Compliment
Output (label)String variableYesThe predicted category
Output (confidence)Double variableNoConfidence score between 0 and 1
workflow
1ClassifyText:
2 InputText: "{{ticketBody}}"
3 Categories: "Billing,Technical,Account,Other"
4 OutputLabel: ticketCategory
5 OutputConfidence: confidence
6If: ticketCategory == "Billing"
7 Then: Invoke: HandleBillingTicket.gbw

SummarizeText

Produces a short summary of a long document or string.

ParameterTypeRequiredDescription
Input textStringYesThe text to summarise (up to ~16 000 characters)
Max sentencesInt32NoTarget length in sentences (default: 3)
OutputString variableYesThe generated summary

ExtractData

Extracts structured fields from unstructured text (e.g., invoices, emails, forms) and returns a DataTable or JSON string.

ParameterTypeRequiredDescription
Input textStringYesRaw text containing the data to extract
SchemaString (JSON)YesJSON object describing field names and types, e.g. {"{ \"invoiceNo\": \"string\", \"total\": \"number\" }"}
Output (JSON)String variableNoExtracted data as a JSON string
Output (DataTable)DataTable variableNoExtracted data as a single-row DataTable
workflow
1ExtractData:
2 InputText: "{{invoiceText}}"
3 Schema: '{"invoiceNumber":"string","date":"string","total":"number","vendor":"string"}'
4 OutputJson: extractedJson
5Log: "Invoice #{{extractedJson.invoiceNumber}} — Total: {{extractedJson.total}}"

TranslateText

Translates text from one language to another using the configured AI backend.

ParameterTypeRequiredDescription
Input textStringYesText to translate
Target languageStringYesISO 639-1 code, e.g. es, fr, de, ja
Source languageStringNoIf omitted, the model auto-detects the source language
OutputString variableYesTranslated text
Token Usage & CostsEach AI Activity call consumes tokens from your configured AI provider. Avoid calling AI Activities inside tight loops — batch your data and call once where possible. Monitor usage in the Orchestrator Analytics page under AI Token Usage.
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