Workflow Action - AI Decision Maker

The AI Decision Maker allows you to automatically route contacts through different workflow paths based on engagement, company size, behavior, and other data points. Instead of building complex logic trees with multiple conditions, you can provide plain-English instructions and let AI determine the most appropriate branch. This action simplifies workflow routing while maintaining accuracy and flexibility across large volumes of contacts.

Note: This is a premium action. Each execution will incur additional charges.

What is AI

Decision Maker?

Key Benefits of AI

Decision MakerHow To Set Up AI Decision MakerPopular Use-caseFrequently Asked QuestionsRelated ArticlesWhat Is AI Decision Maker? AI Decision Maker acts as an intelligent routing engine inside workflows. Rather than relying on traditional if/then rules or manually configured filters, you describe routing conditions in plain English. The AI evaluates contact data and determines the correct branch automatically.

This allows workflows to adapt dynamically without requiring ongoing logic updates.

Key Benefits of AI

Decision MakerReduces Workflow MaintenanceOnce configured, AI dynamically adapts to changes in contact data, reducing the need to update multiple filters and conditional rules. Scales Easily with GrowthWhether routing hundreds or thousands of contacts, the AI handles complexity without slowing workflow performance. Eliminates Human ErrorAI-based decision logic removes inconsistencies caused by missed or overlapping conditional rules.

Plain-English InstructionsNo coding or rule stacking is required. How To Set Up AI Decision MakerFollow these steps to insert and configure the action in your workflow.

1. Choose or Create a WorkflowLog into your account.Click Automation in the left menu.Edit an existing workflow or click + Create Workflow to build a new one from scratch, template, or recipe.
2. Add the AI Decision Maker ActionEnsure a trigger is set (e.g., Contact Changed or Form Submitted).Click the + icon inside the workflow builder.In the right-side panel, scroll to AI Actions.Select AI Decision Maker.Use a clear Action Name to keep branching-heavy workflows organized.
3. Write Clear AI InstructionsUse the Instructions field to describe how contacts should be routed.Be specific about what the AI should evaluate, such as engagement score, industry type, or company size.Use the variable picker (tag icon) to insert dynamic fields like:{{contact.engagement_score}}{{contact.company_size}}{{contact.tags}}This ensures the AI evaluates real contact data.

Example Instruction

Look at the contact’s engagement score and company size. If the engagement score is over 60 OR they work at a large company, send them to sales. If the engagement score is between 30–60 and it’s a small or medium company, send them to email nurturing. If the engagement score is under 30, send them to a re-engagement campaign.

ImportantThe AI requires context to make informed decisions. Always include relevant contact fields, custom fields, tags, or data from previous workflow steps.

Examples of useful variables

: Contact details: {{contact.email}}, {{contact.phone}}Custom fields: {{contact.lead_score}}, {{contact.company_size}}Tags: {{contact.tags}}Data from prior steps (forms, surveys, etc.)Step 4: Add Additional ContextUse the Additional Context field to provide supporting information that improves AI accuracy. Include business rules, segmentation definitions, or operational constraints.

Example

We sell software to companies with 10–500 employees. Small companies have 1–50 employees. Medium companies have 51–200 employees. Large companies have 200+ employees.

Engagement scores range from 0–100. Our sales team can handle about 20 new leads per week. Providing structured context improves routing accuracy.

1. Default BranchThe Default Branch is automatically included and acts as a fallback for contacts who do not meet other conditions.The branch name is locked as “Default Branch.”It ensures uninterrupted workflow execution.It cannot be deleted or renamed.This branch prevents contacts from getting stuck.
2. Add Custom BranchesCreate additional branches to route contacts based on specific criteria.Each branch should include:A clear Branch Name (e.g., “High Priority – Sales”)A short description explaining when contacts should enter that pathExample:Route to Sales if {{contact.engagement_score}} > 60 OR company size is Large.
3. Add More BranchesClick + New Branch to define additional routing paths.Use clear naming and concise descriptions for each branch. This allows you to tailor follow-ups such as:Discount offersProduct educationCase studiesRe-engagement campaigns
4. Save the ActionOnce all instructions and branches are configured, click Save Action.The workflow will now automatically evaluate contacts and route them based on AI-driven decision logic.Popular Use CaseSpam Submission DetectionUse AI Decision Maker to evaluate website form submissions.Route form details into the AI Decision Maker.Instruct the AI to classify submissions as spam or authentic.Provide examples of spam to improve classification accuracy.Create opportunities only for legitimate submissions.This reduces manual review and protects pipeline quality.

Frequently Asked Questions

Q: How does the AI decide where to send someone? The AI reads your instructions and evaluates the included contact data to determine the most appropriate branch. Q: What if someone doesn’t match any rules? They are automatically routed to the Default Branch.

Q: Can I delete or edit the Default Branch? No. The Default Branch is permanent and ensures fallback routing. Q: How do I check where a contact went?

Use the Execution Logs tab within your workflow to review routing paths. Q: Can I use data from forms or surveys? Yes. Include variables from previous workflow steps using the variable picker.