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Connect AI to Coherence.

. 6 actions can run inside a Coherence workflow.

A Coherence record changesAsk AI
A Coherence workflow runsSummarize Text

TRIGGERS AND ACTIONS

Everything AI can do in a workflow.

Actions are the steps a workflow can run in AI. Start the workflow from a Coherence record or another app.

Actions · 6Ask AISummarize TextGenerate ImageClassify TextExtract Structured DataRun Agent

Names as listed in the automation catalog Coherence workflows use.

WORKFLOW IDEAS

What you can automate with AI.

Starting points for a workflow. Choose the exact fields, conditions, and records it updates.

Act in AI from a Coherence workflowUse a change in Coherence to run a supported AI action, so the next step follows the record instead of relying on someone to copy it.
Starts with · A Coherence record or workflow changesFinishes with · Ask AI
or Summarize Text
Connect AI to the wider customer workflowCombine AI with another integration and Coherence records to connect product and engineering activity to the customers and work it affects.
Starts with · A Coherence workflow startsFinishes with · Ask AI, then preserve the outcome in Coherence
or Summarize Text

SET UP

How to connect AI.

The exact authentication fields depend on AI. The workflow structure stays straightforward.

1Connect the accountAuthorize the AI account and permissions the workflow needs.
2Choose a supported stepSelect one of the current triggers or actions listed above and map its fields.
3Test with a real recordRun a small test, inspect the result in both systems, and only then enable the workflow.

RELATED

Apps for the same workflow.

Apps that share a category with AI or provide a complementary trigger or action.

QUESTIONS

AI integration questions.

What can I automate with the AI integration?

AI currently provides 6 actions a workflow can run. Use those building blocks to connect product and engineering activity to the customers and work it affects.

How many AI triggers and actions are available?

AI currently lists 0 triggers and 6 actions, each named on this page. The list is read from the automation catalog Coherence workflows use, so review those names before building a workflow.

Can AI connect to other apps through Coherence?

Yes. A workflow can combine supported AI triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.

Do I need to write code to connect AI?

The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.

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