How to Use Generate Data with AI in a Play

Generate Data with AI lets you run a custom AI prompt and save the response as named data fields that later steps in the Play can use.

Add the action

1. Go to Settings → Plays.
2. Create a new Play or open an existing one.
3. Drag Generate Data with AI from Actions onto the canvas.
4. Connect it to the preceding and following steps.
5. Select the action to configure it.

Configure the action

- Prompt:​ Tell the AI what to generate. Type / to insert data from the trigger or an earlier step.
- Output variables:​ Add at least one named variable for the information you want returned. Outputs can be strings, numbers, booleans, arrays, or objects.
- Require manual review before continuing:​ Select Yes if a user should review the generated values before later actions run.

For example, a prompt could ask the AI to analyze a Radar signal and return two output variables:

- personaSummary
- outreachAngle

Use the generated data

In a later action, type / in a supported field and select an output from the Generate Data with AI step. Generated values can be used in actions such as email generation, sending messages, or updating CRM records.

Finish the Play

1. Save your changes.
2. Confirm every step is connected and configured.
3. Activate the Play when it is ready for use.

Common issues

- The Play cannot be activated:​ Confirm that the prompt and at least one output variable are configured.
- An output is unavailable in a later step:​ Confirm that Generate Data with AI comes earlier in the connected workflow.
- The Play pauses unexpectedly:​ Check whether manual review is enabled for the action.