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Workflow Action - Custom Code AI

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Written by Noah Abramowitz
Updated over 4 months ago

TABLE OF CONTENTS

Overview:

Writing custom code in workflows just got smarter, faster, and easier—thanks to AI! We’re thrilled to introduce Code with AI (Beta), enabling users to generate custom code snippets with just a simple description.

Previous Behaviour:

  • Previously, creating custom code within workflows required users to write JavaScript code from scratch, which could be time-consuming and required programming expertise.

  • Manually map input properties from previous workflow steps to use within the code.

  • Test and debug code manually before implementation.

  • This process demanded a significant investment of time and technical skill.

What’s New?

  • Now we have AI-Assisted Code Generation. With Code with AI, the process is streamlined:

  • AI-Powered Code Generation – Describe the desired functionality in plain language, and AI will generate JavaScript code for you.

  • Automated Property Integration – AI intelligently incorporates relevant input properties based on your description.

  • One-Click Implementation – Quickly review and insert AI-generated code into your workflow.

  • Regenerate if Needed – Not happy with the first result? Click Generate again for a fresh version.

Pro Tip:

Be as specific as possible in your prompt for the best results!

How to Use It?

  • Select: Choose Custom Code action in your workflow.

  • Activate AI: Click "Build with AI" to open the AI assistant.

  • Describe: Input your desired functionality (e.g., "I have an API that returns a date in MM-DD-YYYY format. Can you help me convert it to YYYY-MM-DD.").

  • Generate: Click Generate and let AI craft the code for you.

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  • Regenerate - Want to make any changes in the Code, mention the changes in the text box and click on "Regenerate"

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  • Implement: Review the output and click Use Code to insert it into your workflow.

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Use Cases

  • Data Formatting – Automatically format phone numbers or dates to match your preferred style.

  • API Integration – Generate code to connect with external services via HTTP requests.

  • Mathematical Calculations – Compute interest rates, discount percentages, or other formulas dynamically.

  • String Manipulation – Extract key details from text, such as email addresses from subject lines.

  • Conditional Logic – Implement custom decision-making processes, like routing leads based on specific criteria.

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