🤖New Feature: AI Assistant for Forms and Workflows

Hi there,

🤖New Feature: AI Assistant for Forms and Workflows product update image

Hi there,

We’re excited to introduceAI Assistant, a powerful capability that helps you integrate AI directly into yourformsandworkflows, enabling smarter automation across your business processes 🤖

With AI Assistant, you can analyze documents and images, generate intelligent responses, and invoke AI Agents using your existing form data and workflow context—without adding complexity.

🔍 What can AI Assistant do?

AI Assistant includes four event types, making it easy to apply AI in different scenarios:

  • Conversation with Assistant– Generate AI responses based on text input and optional attachments
  • Analyze image content– Analyze image-based files such as certificates or scanned materials
  • Analyze document content– Read and summarize documents like PDFs
  • CallAI agent– Invoke a predefined AI Agent with structured inputs and outputs

🔁 Use AI Assistant in workflows

Integrate AI Assistant directly into your business processes using the Workflow Designer.

By adding AI Assistant as a workflow action, you can let AI analyze form data, attached documents, or results from previous steps. The AI-generated output can then drive next actions—such as approvals, notifications, or further automation—making complex workflows easier to manage ⚙️

👉Learn how to use AI Assistant in workflow actions

📝 Use AI Assistant in form actions

Trigger AI logic at the moment users interact with your forms.

By adding AI Assistant as a step in a form’s action flow, you can process user inputs and uploaded files in real time. With customizable prompts and instructions, AI Assistant can generate summaries, insights, or responses and store the results for use in later actions or workflows.

This approach is ideal for building dynamic, AI-powered form experiences such as helpdesk requests, document review, and content generation ⚡

👉Learn how to use AI Assistant in form actions

🚀 Build smarter automation with AI Assistant

By combining AI Assistant with Yeeflow’s forms, workflows, and AI Agents, you can embed intelligence directly into your applications—reducing manual work while improving accuracy and consistency.

Start exploring how AI Assistant can enhance your automation experience today ✨

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