Automation Action: AI Custom Prompt

We’re introducing a powerful new automation action - AI Custom Prompt - that enables SmartSuite users to design custom AI tasks by writing their own prompts and defining structured outputs. This action provides deep flexibility to tailor AI processing to specific business needs using any connected LLM provider. Whether you're translating text, analyzing compliance documents, or summarizing customer feedback, the Custom Prompt action lets you build advanced, context-rich interactions with AI directly in your workflows.
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Key Highlights

• Build AI prompts with a mix of custom text and SmartSuite field variables
• Use outputs from any prior automation step, including single or multi-record sources
• Support for multiple field types: text, numbers, emails, files, and more
• Choose between simple (raw text) and structured (JSON) response formats
• Automatically validate prompts and mark misconfigured ones when LLM capabilities change
• Pass file attachments (like resumes or images) as part of AI input
• Receive LLM responses formatted to match field types for downstream actions
• Available to users with appropriate AI provider connections in the current solution
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How it Works

• Select a Provider & Model: Choose your LLM provider (e.g., OpenAI) and a specific model (e.g., GPT-4o) for each action
• Authorize Connections: Add and manage API key-based connections, shared at the solution level
• Build Your Prompt: Compose a prompt using static text and dynamic field values from prior steps
• Define Output Format: Choose between simple or custom output types, such as JSON objects or value lists
• Test and Validate: Prompts are checked against model capabilities and automation structure
• Leverage Output: Feed structured AI responses into downstream steps like updating records or sending emails
• Handle Errors Gracefully: Invalid configurations are flagged, ensuring automation reliability
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Summary

The AI Custom Prompt action brings the full power and flexibility of modern LLMs to SmartSuite automations. With rich support for dynamic field inputs, structured outputs, and multiple AI providers, users can now craft intelligent workflows that automate complex tasks—from translations and summaries to calculations and classifications. This is a foundational step toward deeply integrated, intelligent automation in SmartSuite.