AI Prompt Action Type

The ProSeer AI Prompt action type sends a prompt to ProSeer AI whenever the action is triggered, then uses the AI’s answer inside your process - for example, summarizing an uploaded document into a field, classifying a request, or deciding which branch of a decision tree to follow.

To set up an AI Prompt action:

1. On the desired template, click the Automated Actions icon in the template designer menu

2. Give the action a name and select ProSeer AI Prompt as your Action Type

3. Select a trigger and add any conditions

4. In Action setup, complete the settings below

AI Prompt settings

• AI Prompt Type - Select Custom to write your own prompt, or choose a predefined prompt type such as PDF Splitter

• ProSeer AI Role Description - An optional description of the role the AI should play (for example, “You are a thorough AI financial analyst”). Shown only when the prompt type is Custom

• Natural Language Prompt - The instructions for the AI. The more detailed and specific the prompt, the better and more reliable the results. Pro tip: ask ProSeer AI to respond using specific, predictable words that you can use in the success formula below. Use the Insert Field Token button to include values from your process

• AI Model - Choose the level of intelligence needed

• File Attachment (If Necessary) - Use a file attachment field token to send files from the process along with the prompt. Images, PDFs, Word documents, and Excel spreadsheets are supported

• How to Determine Success? (Optional) - A semicolon-separated list of responses to be considered successful, or a formula that evaluates to true or false. If provided, any response not in the list (or a formula that evaluates to false) is considered a failure

• Store Result in Field - Optionally select the process field in which to store the AI’s answer

Completing a task with the AI’s answer

Use the Complete Task step to have the action complete a process task once the AI responds:

• If the AI’s answer exactly matches the name of one of the task’s responses, that response is selected - this lets the AI drive your decision tree directly

• Otherwise, the How to Determine Success? setting decides whether the task is completed with the success response or the failure response

The PDF Splitter prompt type

When AI Prompt Type is set to PDF Splitter, ProSeer AI reads the attached PDF, decides where the individual documents inside it begin and end, splits it into separate PDF files, and saves the resulting files to the attachment field you select. This is useful when a single scanned file contains several documents (for example, a packet of invoices).

Note: AI Prompt actions count toward your account’s AI usage. If the account’s AI allowance has been used up, the action will not run until the allowance resets.