You can now use AI as a step in your Streak automations. This lets you run Streak AI any time a trigger event happens - like an incoming email, a new box, or a stage change.
Four steps AI action steps are available:
AI action name
Action type
Data source
Action description
Credit usage
AI response
Utility
Single input field from previous step (ie. incoming email body)
Write a custom AI prompt to access your data and complete tasks for you.
.1 credit (ie. 1 credit = 10 runs)
AI Autofill box fields
Streak
Box content
Uses AI autofill feature. Configure prompt at column level before building automation.
1 credit
Ask AI about a box
Streak
Box content
Uses Streaks AI ask a question feature, you need to add a step to post the result somewhere (slack, box comment, in a column, etc.)
1 credit
Generate a box summary
Streak
Box content
Uses summary feature, you need to add a step to post the result somewhere (slack, box comment, etc.)
1 credit
AI Response can access incoming emails before they've been added to boxes. You can use it to parse the email data to find information about and categorize incoming leads at the point of entry — before a box is fully built. Use the Streak steps on any trigger where box context already exists.
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