Choose to start from a blank slate or use one of our pre-built agents. If this is your first time creating an AI automation, we recommend starting from one of our defaults.
Automations are built from components that we call “steps”. Each step has an action associated with it, and most steps require a prompt to instruct the AI what to do.
AI automations will execute your steps in order. During each step of the flow, the AI agent has access to the instructions and research from upstream steps. The AI also has access to all of the research already done in your account report.
Currently, we offer the following choices of AI automation steps
- Web research - instruct the AI agent to do a web search based on your prompt
- Find on web page - instruct the AI to extract information from a specific webpage
- Prompt AI - a traditional AI prompt using information already available to the agent
- Find contacts - search Aomni’s contact database for contacts, and enrich them
- Choose next step - instruct the agent to decide which action to take next depending on criteria that you present (similar to an “if - else - then” flow)
- Run for every response - some steps offer the choice of returning multiple responses, such as multiple contacts from the “find contacts” step. This step allows you to take an action for each response from the prior step.
- Run in parallel - do multiple steps at once for greater efficiency, if the steps aren’t dependent on each other
- Write email - draft an email to a contact. This email will get added to the “drafts” tab of the Sequences page.
- Save results - write and save a structured report based on the information and analysis in prior steps.
Once you’ve completed each section of your deliverable template, click “Submit”
Now you can use your AI automation in an account workspace by selecting your deal and then clicking “Run AI automation”