Tools

Choose what tools your agent can engage with to complete tasks (required)

This feature is currently in Beta. Please reach out to Support to find out more.

Choose a set of tools that will help your AI agent work in your workspace, apps and portals.

• Update a record

  • Use this when your instructions state a record is updated

• Create a record

  • Use this when your instructions state a record is being created

• Query Record Tool

  • This tool allows for searching tables

• Bulk Upsert Records

  • Update a group of records at one time

• Run Workflow

  • Triggers a workflow

• API Request

  • Triggers an API Request

• Extract text from document

  • Pull information from a document to be added into a data table

• Query PDF Document

  • Search a Document for information

• Send an Email

  • When you have connected your email you can send an email through an agent

• Data Analysis Tool

  • Analyze data on specific tables

• Create a Stacker Task

  • Creates a task in Stacker

Tools are chosen based on what your agent is directed to do in your instructions. Only giving your agent the tools it needs will allow for faster response time.