Product Updates

Sort Workflows by the Number of Runs

You can now sort your Workflows table by the new Workflow Run Activity column, which shows the number of completed runs for each workflow. This feature allows you to easily identify your most active workflows.

Workflow Data References are Now Easier to Remove

The design of Workflow data references has been improved and includes a delete button that appears when you hover over a reference, allowing you to easily remove it.

Improved UX for Adding Actions to a Workflow

You can now see a placeholder step for "Add an Action" in the Workflow Builder, making it easier to add your first Action. Additionally, an always visible Add Action button (in the form of a plus icon) will appear under the last step in your workflow, ensuring you can always clearly see how to add more Actions.

Improved Action Settings Clarity and Consistency

The labels and descriptions on the settings of several Actions and triggers for Salesforce, HubSpot and Tables have been updated to improve clarity and consistency.

Run Workflows Action now allows null inputs without failing

The Run Workflows Action now supports null values/references, preventing queuing from failing due to missing inputs (though workflows still won't run if inputs are missing).

Additional Filters Added to the Research a Topic with AI Action

You can now use the "Research a Topic with AI" Action to filter research results by recency (all time, last month, last week, last day, or last hour) and by domain, allowing you to target more specific and up-to-date sources.

Continue on Error Option Added to Several Actions

You can now use the "Should the workflow continue if this fails?" setting on several additional Actions. This allows your workflows to proceed even if an error occurs in one of these Actions, ensuring smoother and more reliable automation processes.

• Research Agent
• Research Statistic Agent
• Website Research Agent
• Research a Topic with AI
• Analyze Company News
• Analyze Job Openings
• Enrich Contact with Waterfall.io
• Enrich Prospects with Rightbound

Improved Handling of Missing Actions

If a workflow contains an Action that is no longer available, you will now see a validation error instead of a full-page error. This allows you to open, view, and delete the missing Action step to update the workflow accordingly.

Several New Actions Guides Added to Help Center

Several new Action guides have been added to the documentation, providing more resources to help you get the most out of Copy.ai. Visit our Help Center for more information.

The New Platinum Action, Prospect Finder Agent, allows you to input a company domain and a single role to generate a list of prospects with that role.

The New Platinum Action, Enrich Contact, allows you to enrich contact information by passing in a LinkedIn profile, a person's first name, last name, or company domain. This action uses multiple data providers to retrieve information such as work email, mobile number, and LinkedIn profile with high accuracy.