Knowledgebase articles
- Welcome to the Knowledge Base
- Training
- Introduction
- Welcome to Workbooks Support: Your Go-To Guide
- Getting Started
- Preferences
- Activities
- Cases
- Introduction to Cases
- Displaying & Adding Cases
- Managing Cases
- Using the Case Portal
- Email
- Importing Data
- Leads
- Marketing
- Introduction to Marketing
- Mailshots
- Templates
- Event Management
- Compliance Records
- Spotler Integration
- What is Spotler?
- Navigating your Spotler homepage
- Introduction to GatorMail
- GatorMail Configuration
- GatorMail Hard Bounces
- Sending Emails in GatorMail
- Advanced Features
- GatorCreator
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- GatorSurvey
- GatorPopup
- Dotdigital
- Integrations
- SFTP/FTP Processes
- Docusign Integration
- DocuSign Functionality
- Adobe Sign Integration
- Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- Survey Monkey responses to Tasks
- Multistep Zaps
- Email Integrations
- Microsoft Office
- Auditing
- Comments
- Using Postcode Lookup
- Data Enrichment
- Reporting
- Using Reports
- Advanced Reporting
- Reporting FAQs
- Transaction Documents
- Displaying & Adding Transaction Documents
- Copying Transaction Documents
- Transaction Documents Fields Help
- Transaction Documents Line Items Help
- Printing & Sending Transaction Documents
- Managing Transaction Document Currencies
- Managing Transaction Document Statuses
- Setting a Blank Default Currency on Transaction Documents
- Credit Notes
- Customer Orders
- Invoices
- Quotations
- Supplier Orders
- Sagelink
- Configuration
- Releases & Roadmap
- Workbooks Glossary
Workbooks AI Tools
Tools enable Workbooks AI to perform actions within the system. The AI uses these Tools to interact with Workbooks, allowing it to complete defined tasks such as creating records, opening emails, or running reports.
Some Tools, including “search”, “list reports”, and “run report”, are built-in, while others are published by Workbooks for all customers. You can also create your own Tools using the Workbooks process engine, allowing the AI to perform additional, customised actions. Each Tool should carry out a task that is simple to describe and should accept a set of well-defined parameters.
Examples of Tools
- draft_and_open_email
- open_record
These actions are powered by scripts, which can be found under:
- Start > Configuration > Workbooks AI > Tools
- or
- Start > Configuration > Automation > Processes > Tool Processes
To make a script available as a Tool, assign it the category “Workbooks AI”. You can do this by navigating to Start > Configuration > Automation > Scripts and adding the Workbooks AI category to any script you wish to include.