The AI Assistant is an intelligent action node in a workflow. When a workflow reaches this node, Yeeflow can invoke AI capabilities based on your configuration to generate content, analyze files, or call an AI Agent to perform more complex tasks.
You can use the AI Assistant to:
Generate or refine text content during a workflow
Analyze images or documents uploaded in a form
Call an AI Agent within a workflow to execute intelligent business logic
Step 1: Open the Workflow Designer
Open an existing application, or create a new one.
Go to the Form page and complete the form design (skip this step if already completed).
Click the Workflow tab at the top to open the workflow designer.
Step 2: Add the AI Assistant Action
In the left Actions panel, locate AI Assistant.
Drag the AI Assistant action onto the workflow canvas.
Connect the node with other workflow nodes to define the execution order.
Click the AI Assistant node on the canvas to open its configuration panel on the right.
All AI Assistant–related settings are configured in this panel.
Step 3: Configure Basic Information
Action name
Enter a name for the AI Assistant action. This name is used for identifying the node during workflow design and maintenance.
The action name does not affect the AI execution result.
Description
(Optional) Enter a description to explain the purpose of this AI Assistant action in the workflow.
Step 4: Select the Event type
The Event type defines how the AI Assistant is executed within the workflow.
The AI Assistant (Workflow Action) currently supports four Event types, displayed in the same order as the dropdown list. Each Event type determines the execution behavior of the AI Assistant and the configuration fields available in the settings panel.
Conversation with Assistant: Used for text-based conversations with the AI Assistant. This is the most general and commonly used AI invocation type.
Analyze image content: Used to analyze image content. An image file must be specified as input.
Analyze document content: Used to analyze document files (such as PDF or Word) and extract or understand their content.
Call AI agent: Used to call a configured AI Agent, allowing the Agent to execute more complex and reusable AI logic.
After selecting an Event type, the configuration panel on the right will dynamically display the corresponding settings. The following sections describe each Event type and its specific configuration options in detail.
1. Conversation with Assistant
When Conversation with Assistant is selected, the AI Assistant processes the input in a conversational, text-based manner.
Available settings:
User message
The main input sent to the AI Assistant. This is typically natural language text and can include workflow variables or form field values.Assistant instructions
Defines how the AI Assistant should respond, such as tone, format, or business context.Select input file(s) (Optional)
Allows you to select one or more files as additional input to provide more context for the AI Assistant.Including online research result (Optional)
When enabled, the AI Assistant may include online research results in its response.Save response to
Required. Specifies the workflow variable where the AI response will be stored.
2. Analyze image content
When Analyze image content is selected, the AI Assistant analyzes the specified image file.
Available settings:
Image
Select the image file to be analyzed. This is typically an attachment field from the form.User message
Describes what information the AI should analyze or extract from the image.Assistant instructions
Defines how the analysis result should be returned, such as structured output or specific focus areas.Save response to
Required. Specifies the workflow variable where the image analysis result will be stored.
3. Analyze document content
When Analyze document content is selected, the AI Assistant analyzes the content of document files.
Available settings:
User message
Describes the analysis task to be performed on the document, such as summarization, information extraction, or evaluation.Assistant instructions
Defines the rules and output format for document analysis.Select input file(s)
Select one or more document files (such as PDF or Word) to be analyzed.Save response to
Required. Specifies the workflow variable where the document analysis result will be stored.
4. Call AI agent
When Call AI agent is selected, the AI Assistant calls an existing AI Agent.
Available settings:
Application
Select the application where the AI Agent is defined.Select an AI agent
Choose a published AI Agent from the selected application.
This Event type does not require User message or Assistant instructions. The AI behavior is fully determined by the AI Agent’s own configuration.
Step 5: Save and Publish the Workflow
After completing the configuration for the selected Event type and its related settings, you can save and publish the workflow.
Click Save in the top-right corner to save the workflow configuration.
Click Publish to apply the changes.
All configuration fields for each Event type are covered in Step 4. Once configured, no additional setup is required before saving and publishing.
Summary
With the AI Assistant (Workflow Action), you can flexibly introduce AI capabilities into Yeeflow workflows for conversational content generation, image analysis, document understanding, or calling AI Agents to handle more complex business logic.
When configuring the AI Assistant, it is recommended to first choose the appropriate Event type based on your business goal, and then complete the corresponding settings to quickly build intelligent and automated workflows.