AI and document nodes

After a trigger starts your workflow, you add processing steps using AI nodes and document nodes. These nodes define what the workflow actually does.

AI Processing nodes

Run Prompt

Send a prompt to Andri and receive a text response. Use this to analyze documents, extract information, or generate written content.

Run Action

Execute a custom action from your action library. Use this to reuse prompts and processes you have already configured.

Document Creation nodes

Create Document

Generate a Word (.docx) document. Use this to produce letters, memos, contracts, or any formatted text output.

Create Excel

Generate an Excel (.xlsx) spreadsheet. Use this for data tables, financial summaries, or structured lists.

Create PowerPoint

Generate a PowerPoint (.pptx) presentation. Use this for client presentations, case summaries, or training materials.

Create PDF

Generate a PDF document. Provide instructions for formatting and content.

Communication nodes

Send Email

Send an email from your case mailbox. Use this to deliver generated documents or summaries to clients or colleagues.

Adding nodes to your workflow

Click + Add Node in the workflow editor and select the node type you need. Configure each node with your specific requirements, then connect it to the previous node to build the sequence.

Next step

After building your workflow, save or publish it to make it available for cases.