@Anthropic, @OpenAI, or @Gemini. Use them to analyse documents, extract structured data, classify records, generate content, and reason across complex inputs.
Available AI connectors
@Anthropic, @OpenAI, and @Gemini require no setup. @Perplexity and @Exa require an API key — add them from Settings → Connectors.
Using AI models in steps
Describe what you want the AI to do in plain language. Felix constructs the prompt and API call automatically.Working with documents
AI connectors work directly with PDFs and documents. You don’t need to extract text manually before passing a document to an AI step.Web research
Use@Perplexity or @Exa when a step needs to find current information from the web.
Controlling where AI is applied
Felix applies AI only at the steps that need it. Steps that fetch data, write to a spreadsheet, or send a notification run as structured code — no AI involved. This keeps costs predictable and execution reliable.Tips
- Be specific about what to extract or produce. Precise descriptions produce consistent outputs.
- Use
@Anthropicfor long or complex documents. Claude handles long-context tasks well — contracts, regulatory filings, and multi-page reports. - Use
@Perplexityor@Exafor research steps. When a step needs current information rather than processing a document. - Add a Human Checkpoint after AI steps that produce content going downstream — especially before anything is sent or published.