Skip to main content

AI Builder: Smarter Data Linking in AI Actions & Add Task

AI Builder now passes clean data variables into AI actions and generates human-readable task descriptions in Add Task, improving workflow accuracy and usability.

Who This Is For / When to Use

Use this when:

  • Building workflows with AI Builder

  • Using AI actions like Summarize, Translate, or Intent Detection

  • Automatically generating tasks inside workflows

This update ensures workflows work correctly without manual fixes.

What Changed

AI Builder now:

  • Passes actual variables into action fields (instead of prompts)

  • Removes unnecessary instructions inside AI actions

  • Generates clear, human-readable task descriptions in Add Task

Smarter Data Linking in AI Actions

AI Builder now inserts only the relevant variable into each AI action.

Before

AI Builder inserted full instructions inside fields:

  • Example:
    "Summarize the following text into bullet points: {{message.body}}"

This caused:

  • Redundant instructions

  • Inconsistent outputs

  • Conflicts with built-in AI action logic

After

AI Builder now inserts only the variable:

  • Example:
    {{message.body}}

This allows the AI action to:

  • Use its built-in logic correctly

  • Produce cleaner, more predictable results

AI Actions Affected

AI Summarize

  • Now receives only the content variable

  • No extra summarization instructions added

AI Translate

  • Receives clean source text

  • No redundant translation prompts

AI Intent Detection

  • Correctly links message/content variables

  • Improves accuracy of sentiment and intent results

AI Decision Maker

  • Passes the correct content variable for evaluation

  • Fixes issue where branch names could be empty

Add Task Action: Improved Descriptions

AI Builder now creates usable task descriptions instead of system instructions.

Before

  • “Create a follow-up call task for the new lead”

After

  • “Follow up with {{contact.name}} to discuss their inquiry and schedule a discovery call.”

This ensures:

  • Tasks are immediately actionable

  • No manual rewriting is needed

How AI Builder Now Works

  1. You generate a workflow using AI Builder

  2. AI Builder:

    • Links the correct variables (e.g., {{message.body}})

    • Configures AI actions without redundant prompts

    • Writes clear task descriptions

  3. Workflow is ready to use with minimal edits

Why This Matters

These improvements:

  • Reduce manual cleanup after generating workflows

  • Prevent broken or incorrect AI outputs

  • Ensure consistent behavior across AI actions

  • Make tasks clearer for assigned users

AI-generated workflows are now production-ready by default.

Common Issues and Fixes

AI Output Looks Incorrect

Cause: Old workflows may still contain prompt-based inputs
Fix: Replace input text with the correct variable (e.g., {{message.body}})

Task Description Sounds Like a System Instruction

Cause: Workflow created before this update
Fix: Update the description to a clear, human-readable instruction

Missing or Incorrect Data in AI Actions

Cause: Variable not mapped correctly
Fix: Ensure the correct variable (e.g., message, contact, or field) is selected

FAQ

Do I need to update existing workflows?

No. Existing workflows will continue to work, but updating them will improve output quality.

What variable should I use for incoming messages?

Use:

  • {{message.body}} for SMS or message content

Can I still add custom instructions inside AI actions?

Yes, but it is not required. The actions already include built-in logic.

Does this affect all AI actions?

It applies to key AI actions including Summarize, Translate, Intent Detection, and Decision Maker.

Are task descriptions editable after creation?

Yes. You can edit task descriptions at any time.

Will this reduce errors in AI-generated workflows?

Yes. Cleaner data mapping significantly improves reliability and consistency.

Did this answer your question?