AI Prompt

Task type: AI Prompt

Use AI Prompt to generate text, structured objects, or images from workflow context. It is the best task for controlled generation when the workflow already knows what context to provide.

Run behavior

• Side effects: This task is read-only or computation-only by default. It returns data for later steps rather than directly writing records or sending messages.
• Credit usage: This task can consume organization credits or model/research capacity depending on your plan and configuration.

When to use this task

• Summarize research or conversation context.
• Generate a structured JSON object for downstream tasks.
• Draft outreach, account angles, risk summaries, or field values.

Setup tips

• Use object generation with an output schema when later tasks need reliable fields.
• Insert variables with the variable picker instead of typing paths by hand.
• Keep prompts specific about evidence, output format, and fallback behavior.

Examples

Account angle

Turn research and CRM data into a two-sentence account angle for a sales rep.

Summarize {{ steps.2.result }} into a two-sentence account angle for {{ steps.1.account.name }}.

Outputs

• Text output for text generation.
• Structured object output for object generation.
• Image result metadata for image generation.

Common pitfalls

• Using free text when downstream tasks need structured values.
• Asking the model to infer fields without enough evidence.
• Leaving temperature high for classification or field-fill tasks.

Related guides

• Configure AI auto-fill
• Use variables and Liquid safely

Reference details

These details are generated from the workflow task registry and match the fields available in the builder.

Required fields

• userPrompt
• config.model
• config.model_provider

Variable-aware fields

Fields that accept variable references ({{ inputs.x }}, {{ steps.N.y }}) from the workflow's variable graph:

• systemPrompt
• userPrompt
• cachedPrompt

Liquid template fields

Fields that are rendered through Liquid (variables plus filters and control flow):

• systemPrompt
• userPrompt
• cachedPrompt

Model guidance

Use stronger models for reasoning-heavy prompts; prefer object generation with JSON Schema for structured data.

Builder guidance

When the Workflow Builder Genie configures this task, it follows this guidance:

Use generate_ai_prompt for first drafts, rewrite_prompt for feedback or variable fixes, and generate_ai_schema when generationType is object.

Default configuration

New instances of this task start with the following configuration:

{
  "name": "AI Prompt Task",
  "outputKey": "ai_prompt_task",
  "taskType": "AI Prompt",
  "description": "",
  "systemPrompt": "",
  "userPrompt": "",
  "cachedPrompt": "",
  "outputSchema": "",
  "config": {
    "model": "claude-sonnet-4-6",
    "model_provider": "anthropic",
    "temperature": 0.7,
    "maxTokens": 4000,
    "generationType": "text",
    "enableCaching": false
  }
}