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Bring AI into your workflows

Automations are great at rules, but a lot of real work involves judgment — reading a message, sorting it, pulling out the important bits. Now your flows can do that too. We've added OpenAI / GPT functions you can call from any automation.

What you can do

  • Summarize — condense a long email, note, or document into a couple of lines and store it on the record.
  • Classify — route incoming items by category, priority, or sentiment without a human triaging each one.
  • Extract — turn messy, unstructured text into clean structured fields: names, amounts, dates, addresses.
  • Generate — draft replies, descriptions, and content, then use the output in the next step of your flow.

How it fits

An AI step behaves like any other brick: it takes input from your record or earlier steps, and its result flows into whatever comes next — an update, an email, a condition. So you can build automations like "when a support email arrives, summarize it, classify its urgency, and assign it to the right person" entirely inside InfoLobby.

This is the first of several ways AI shows up in the product. See the features page for more.