Analyze text and images code-free with AI
Use our no-code step to analyze, generate emails, forms, or chat replies, and process images.
Before you begin
- In your Next Matter portal, go to Automations library, click Connect in the OpenAI app tile, and enter the OpenAI API token to connect.
Use the integration
Analyze or generate text
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Click Workflows > + Create new… > Create a new workflow and give your workflow a name. If you have a workflow ready, click … > Edit workflow.
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Click + Add step and select Integrations > OpenAI.
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Click the step and click Configure integration.
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Select Process/generate text with AI in OpenAI action.
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Enter the prompt and select the AI model and the output type.
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(Optional) If needed, you can tweak the request by providing data in the Advanced AI configuration dropdown.
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Select the output text as a variable you can refer to later on.
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Save your changes.
Use cases
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You can use the no-code step to, for example, analyze customer emails for the support team, surface the email’s main points, and measure the sentiment.
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You can analyze customer emails to automatically input data into insurance claim forms that customers can review and confirm.
Process images
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Click Workflows > + Create new… > Create a new workflow and give your workflow a name. If you have a workflow ready, click … > Edit workflow.
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Click + Add step and select Integrations > OpenAI.
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Click the step and click Configure integration.
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Select Process images with AI in OpenAI action.
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Enter the prompt and select the AI model and the output type.
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Select the data reference to the images uploaded in any of the previous steps. Currently, we don’t support files in PDF.
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(Optional) If needed, you can tweak the request by providing data in the Advanced AI configuration drop-down. Tip: You can use floats to define Temperature but make sure to use ”,” (comma) instead of ”.” (point) for the German/ European lokale.
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Select the output text as a variable you can refer to later on.
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Save your changes.
Make sure the images do not exceed 30 megapixels each. Large images might cause the step to fail.