AI Assist: Custom Prompt BETA
We’re introducing a powerful new automation action - AI Assist: Custom Prompt - that enables SmartSuite users to design custom AI tasks by writing their own prompts and defining structured outputs. This action provides deep flexibility to tailor AI processing to specific business needs using any connected LLM provider. Whether you're translating text, analyzing compliance documents, or summarizing customer feedback, the Custom Prompt action lets you build advanced, context-rich interactions with AI directly in your workflows.
BETA Availability Notice
For a limited time, AI Assist is available in all workspaces
During the beta period, we do not recommend using this for mission-critical workflows
Once generally available, this feature will be exclusive to paid workspaces
Key Highlights
Select from a variety of LLM platforms and models
Bring your own API key
Combine custom prompt text + SmartSuite field variables
Use input from any prior step, including multi-record data
Support for text, numbers, files, emails, and more
Choose between raw text or structured data responses
Pass in file attachments (like PDFs or images) to models that support them
Outputs are field-type matched for downstream actions
The AI Assist action brings the full power and flexibility of modern LLMs to SmartSuite automations. With rich support for dynamic field inputs, structured outputs, and multiple AI providers, users can now craft intelligent workflows that automate complex tasks - from translations and summaries to calculations and classifications. This is a foundational step toward deeply integrated, intelligent automation in SmartSuite.
Record Detail Widget: Improved Files and Images
The Record Detail widget brings rich, record-specific context directly to your dashboard - perfect for surfacing the most important data without switching views.
Key Highlights
Granular insights: Display full details for a single record, including all relevant fields.
Interactive pairing: Combine with the Record Selector widget to dynamically change which record is shown.
Versatile use cases: Ideal for customer profiles, project tracking, sales pipelines, inventory management, and more.
Fully customizable: Choose which fields to display, and position the widget anywhere on your dashboard.
When combined with the Record Selector widget, the Record Detail widget becomes a dynamic information panel, perfect for interactive dashboards where users need fast, focused access to key records.
Record Page: Tabs
We’re excited to introduce our new Tabs feature for record pages. This enhancement promises a cleaner, more organized way to manage records that have an extensive amount of fields and complex workflows. Now, you’ll no longer have to scroll through an endless page—a tabbed layout lets you group related fields together, making record management much more efficient.
Key Highlights
Tab Row Activation: Easily enable or disable a row of tabs that appears right below the record heading on all records.
Three Tab Formats: Enjoy two types of tabs—Standard (following our usual text and underline design), Process (highlighting your workflow order of operations), and Journey (a chevron-style design that emphasizes workflow progress).
Simple Management: Quickly add, rename, reorder, or delete tabs from the new Tabs menu in Page Settings.
Flexible Content Movement: Move fields or sections between tabs using drag and drop or through menu options, ensuring your record layout remains logical.
Enhanced Field Validation: When required fields aren’t filled, a clear message displays the affected tabs with a counter, guiding you directly to the missing information.
Automation Action: DocsAutomator
We’re excited to announce a new integration with DocsAutomator that makes generating PDFs from your SmartSuite records easier than ever. This update streamlines the process by letting you easily connect your DocsAutomator account, map record fields to your chosen template, and generate PDFs automatically.
Key Highlights
Account Connection: Easily link your DocsAutomator account by entering your API key or choosing from previously connected accounts. A secure credentials modal validates the key instantly.
Connection Management: Manage your DocsAutomator connections with intuitive Edit and Delete controls. If a connection is active in an automation, you’ll be alerted before any removal.
Template & Field Mapping: Select a record to generate a PDF and pick a DocsAutomator template designed specifically for SmartSuite. Then, map your record fields to template placeholders with suggested defaults.
Automation Action: Set up your PDF generation using SmartSuite’s Automations panel. Once configured, your workflow will automatically send data to DocsAutomator to generate the PDF for use in emails, file storage, or other processes.
Run History Overview: View detailed information about past runs directly within your automation history, to help you track and troubleshoot your PDF generation actions.
Enjoy a more seamless and secure PDF generation process with this new integration, and let your automation workflows run even smoother!
Conditional Record Tabs
We’re excited to roll out a new update designed to make your record pages cleaner and easier to navigate. With this enhancement, you can now display tabs based on specific conditions, so you see only the details that matter at any given moment.
Key Highlights
Conditional Tabs: Improve clarity on record pages by only showing relevant tabs based on your workflow.
Cleaner Layouts: Organize long client assessments or complex workflows by grouping fields into conditional tabs.
Simplified Setup: Configure visibility rules with an easy-to-use interface that lets you name and adjust rules as needed.
Unified Display Logic: A unified "Display Logic" interface allow you to create rules for the display of tabs, sections, or both.
Controlled Access: Only Solution Managers have the ability to set up these conditional display rules.
How It Works
Set Up Rules: In the Page Settings, select Display Logic to add rules for both tabs and sections.
Define Conditions: Choose the tab you wish to control, assign a default or custom rule name, and specify one or several conditions to determine visibility.
Priority for Tabs: Visibility rules for tabs override those for sections, ensuring that if a tab’s condition isn’t met, all its corresponding sections remain hidden.
With conditional tabs, you’ll have a more focused, streamlined record view that adapts to the way you work.