AI action steps in automations

Learn how to add AI as a step in your Streak automations so it runs automatically, without any manual prompting. This lesson covers all four AI action steps below and walks through a complete lead intake workflow.

• AI Autofill box fields — run autofill on selected columns triggered by a stage change or box update
• Ask AI about a box — answer a custom question using the box's full context and route the output to a comment, field, or Slack message
• Generate a box summary — automatically create and share a short and long AI summary when a deal moves stages
• AI Response — parse incoming emails before a box exists, using content from a previous automation step

The lead intake demo uses a contact form submission to show how Streak can automatically create a box, add a contact, and fill in key fields the moment an email arrives.