Automation Lesson 6

AI Steps in Automation

Use AI inside workflows for summarization, classification, rewriting, extraction, and translation.

AI Workflow35 min

Lesson Guide

Good AI workflow tasks

AI works well inside workflows when the task is language-heavy and repeatable, such as summarizing, classifying, extracting, rewriting, or translating text.

Summarize support messages.
Classify lead type or urgency.
Extract dates, names, and action items.

Structured output

When later workflow steps need to use AI output, ask for a predictable structure instead of a loose paragraph.

Use fields such as summary, category, and confidence.
Validate output before using it.
Send uncertain results to human review.

Safety and cost

AI steps can be powerful, but repeated calls can create cost or quality issues. Add limits, approval steps, and logging that avoids private content.

Limit long inputs.
Review sensitive outputs.
Track usage by workflow.

Practice Task

Create a prompt plan for an AI step that summarizes an incoming customer message and returns category, urgency, summary, and suggested next action.

Ready Checklist

The AI step has a focused task.
The output format is predictable.
There is a review path for uncertain results.