Workflows steps: Auto-set field values with AI, and configure default fields and stakeholders
Workflows
frontend
26.07
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Automatically set field values with AI via workflows, and select default stakeholders field types as requested fields within user action and approval steps.
Set field values with AI in workflow steps
Populate field values automatically during workflow execution:
- Choose Generate with AI in a Set Field step, write a prompt, and reference the record's fields with Insert Variable — the workflow fills the field from the record's context when the step runs.
- Generate values for free-text, date and datetime (including relative dates like
90 days from today), single- and multi-select, checkbox, number, email, and URL fields. - Set the Assignee on findings as a core field, so workflows can route work to the right owner without manual action.
Select default fields and stakeholders for workflow steps
You can now select default fields and stakeholders when configuring User Action and Approval steps as fields requested, allowing those field and stakeholder values to be populated via workflows.