Ask an AI Employee in a Blueprint

Blueprints follow the rules you set. The Ask an AI Employee step adds one judgement in the middle: read this candidate and say how well they fit, summarise this ticket, or chase this invoice. The answer is saved so the steps after it can use it or branch on it.

Before you start

Blueprints are on the Professional and Enterprise plans, and the step needs at least one AI employee in your workspace. Each time the step runs it uses one AI credit.

Add the step

1. Open the Blueprint

   Go to Blueprints and add a Blueprint, or open one you want to change. Set its trigger as usual.

2. Add the AI step

   Add an action and choose Ask an AI Employee as its type. Pick the AI employee who should do it.

3. Write the instruction

   In Instruction, say what you want in plain words, for example Read this candidate's details and judge how well they fit the job. You can include fields from the record in curly brackets, such as {first_name}. The AI employee also sees the whole record.

4. Choose what it gives back

   Under What it gives back, choose Choose an answer to have it pick from your own list, such as strong, possible, unsuitable, entered in Answers and separated by commas. Choose Write an answer for text such as a summary or a draft. Choose Do the job to let it use its tools.

5. Name the answer

   In Save the answer as, give the answer a name, or leave it as ai_result. Later steps can use {ai_result} in an email or a notification, and {ai_result_reason} for why it answered that way.

6. Branch on the answer

   Add a condition after the step and pick AI answer: ai_result as its field, for example ai_result equals strong. Put the actions for each outcome on the matching branch.

What the AI employee can change

• Choose an answer and Write an answer never change anything. The Blueprint's own actions do the work.
• Do the job lets it look things up and make changes with the tools its role allows. Changes wait in the action queue unless you have trusted it with them.

For more, see AI Employee and Blueprints.