New
Classify Messages and Find Companies Inside Automations
New actions branch on the meaning of text and bring a matching company record into a workflow.
Products:Automations, CRM
What’s New
Categorize with AI interprets unstructured text using your chosen categories. Find company retrieves an existing CRM company using field criteria.
Why It Matters
Customer messages can reach the right follow-up path, and workflows triggered by contacts or integrations can act on the related company.
What’s Included
- Text classification with a separate branch for each configured category.
- Inputs from summaries, forms, or connected data.
- Company lookup by available record fields.
- Matched company data available to later company-scoped steps.
How to Use It
- Open GREENstick Business App → Automations and create or edit a workflow.
- Use Add step → Categorize with AI and define the text input and categories.
- Use Add step → Find company to set lookup criteria and use the match downstream.
Availability
Available Now
Affected Customers
Businesses building automations around customer messages and company records.
Action Required
Add and configure the relevant actions in your workflow.
Explore This Update in GREENstick Business App
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