Small BusinessIndependent InvestorTrade BusinessAccountingFinanceLegalMarketingOperationsSalesReal EstateTemplatesPricingDocs
Get started

Step Guide: AI Generate

Knowledge

Generate text, emails, structured data, or images with AI

Overview

The AI Generate step sends data to an AI model and returns text, structured data, email content, or a generated image. It supports four actions, each built for a different output type.

Text

Generate a single text output from a prompt. Write a prompt with references to data from previous steps, choose an output format (plain text, HTML, or Markdown), and the AI returns the result in a single output field. Choose between OpenAI and Anthropic models.

  • Summarize, rewrite, or translate text from previous steps
  • Generate content like product descriptions, reports, or social media posts
  • Classify or score data based on criteria described in the prompt
  • Create HTML content for emails, PDFs, or web pages

Configure a provider and model, set the output mode (Text, HTML, or Markdown), and write your prompt. Input fields are defined by you and appended to the prompt as context. The AI returns a single string written to an "output" field.

Tips
  • Use HTML mode when generating content for a PDF Create step. For email content, use the Email action instead, which produces a subject and body together with purpose-aware prompting

Structured

Generate structured data with custom output fields. Define the fields you need (e.g., sentiment, category, score) and the AI populates each one, returning structured data instead of a single text string.

  • Extract structured data from unstructured input (e.g., parse an email into sender, subject, action items)
  • Classify records into categories with a confidence score
  • Generate multiple distinct values from a single AI call

Define your output fields and the AI will populate each one. Your field definitions guide what the AI generates, and the response is parsed into your custom fields. The prompt is required and can include references to data from previous steps.

Tips
  • Name output fields descriptively so the AI understands what to generate for each one
  • Switching from Structured to Text mode replaces your output fields and you will lose custom fields

Email

Generate an email subject line and HTML body with purpose-aware prompting. Pick a purpose (marketing campaign, cold outreach, follow-up, newsletter, etc.), describe the audience and goal, and the AI writes the email following best practices for that email type.

  • Generate personalized outreach emails for a contact list
  • Write marketing campaign emails with consistent tone and formatting
  • Create follow-up or re-engagement emails based on prior interactions

Configure a purpose, audience description, and email goal. Optional settings control greeting lines, signatures, and additional tone guidance. The output is always two fields: subject_line and body (HTML). Wire these directly to a Send Email step. When multiple email steps run in sequence, previous subject lines are provided automatically to avoid duplication.

Tips
  • The purpose setting controls default tone and length. Use additional guidance to override if needed

Image

Generate an image from a text prompt. Describe the image you want, pick a model, set the quality and aspect ratio, and the AI returns an image saved to your workflow as a file. Use that file wherever a step accepts one: an email attachment, a social post, or a PDF.

  • Create a hero image or illustration for a social media post
  • Generate a product mockup or concept image from a description
  • Produce a custom graphic to attach to an outgoing email

Choose a provider and model (OpenAI GPT Image Mini is the cheapest, GPT Image is higher quality; Google Gemini is also available), set the quality and aspect ratio, and write a prompt describing the image. The image is generated and saved as a file, and the output "image" field holds a reference to it. Wire that field into a Send Email attachment, a social image, or a PDF the same way you would any other file.

Tips
  • Quality controls detail and cost: a higher quality setting produces more detail and costs more credits. Start at medium and raise it only if you need the extra detail
  • The result is a file, so reference the "image" output anywhere a step takes a file: email attachments, social post images, or a PDF

Frequently Asked Questions

What AI models are supported?
Formt supports OpenAI (GPT-4o, GPT-4o mini) and Anthropic (Claude) models. You choose the provider and model in the step settings.
What's the difference between text and structured output?
Text mode returns a single string (as plain text, HTML, or Markdown). Structured mode lets you define custom output fields and the AI populates each one, returning structured data.
Can I generate emails with AI?
Yes. The Email action generates a subject line and HTML body based on a purpose (marketing, follow-up, cold outreach, etc.), audience description, and goal. Wire the output directly to a Send Email step.
Can I generate images with AI?
Yes. The Image action creates an image from a text prompt using OpenAI or Google. The image is saved as a file you can attach to an email, post to social media, or place in a PDF.