Selecting Tools

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Tools Within Nodes

• One node = One tool assignment
• Tools can be reused across multiple nodes
• Each tool operates on defined inputs and outputs
• Tool type determines execution capabilities

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Tool Types

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Custom GPT Tools

• Classify or categorize content
• Extract structured data from unstructured text
• Analyze sentiment or intent
• Generate responses or summaries
• Validate data quality

1. You provide a prompt describing the task
2. Tool receives inputs (text, documents, variables)
3. AI model processes according to instructions
4. Tool returns structured output

• Email classifier: Routes emails to departments based on content
• Invoice extractor: Pulls line items and totals from documents
• Support ticket analyzer: Determines priority and category
• Content validator: Checks completeness and accuracy

• Tool objective and description
• Input parameters (what data the tool receives)
• Processing prompt (instructions for the AI)
• Output schema (structure of results)

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Integration Connectors

• Gmail: Send/receive emails, manage labels, search messages
• Outlook: Email operations, calendar management
• Slack: Post messages, manage channels, file sharing

• Salesforce: Lead management, opportunity tracking, record updates
• HubSpot: Contact operations, deal management
• Airtable: Database queries, record creation, updates

• Google Drive: File management, sharing, search
• SharePoint: Document operations, list management
• Notion: Database operations, page creation

• SAP: ERP operations, data retrieval
• NetSuite: Financial operations, record management
• Oracle: Database queries, business logic

1. Select service from integration catalog
2. Authenticate (OAuth, API key, or custom method)
3. Choose specific action (send email, create record, etc.)
4. Map workflow variables to integration fields
5. Tool executes action when node runs

• Action: Send email via Gmail
• Inputs: Recipient, subject, body, attachments
• Authentication: OAuth connection to Gmail account
• Output: Confirmation of sent message

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Multi-Connections for Integrations

• Connect multiple accounts (e.g., multiple Gmail accounts)
• Use different credentials for different workflows
• Separate personal and business accounts
• Test with staging vs production environments

1

Add Connection

When configuring an integration tool:

1. Click “Add Connection” or “Connect Account”
2. Authenticate with the service
3. Give the connection a descriptive name

2

Select Connection

When using the tool in a workflow:

• Choose which connection to use from dropdown
• Different nodes can use different connections
• Switch connections without reconfiguring the tool

3

Manage Connections

View and manage all connections:

• See active connections
• Add new connections
• Remove outdated connections
• Refresh expired authentications

• Multiple Email Accounts: Send from [email protected] or [email protected]
• Multi-Tenant CRM: Connect different Salesforce orgs for different clients
• Environment Separation: Staging Airtable base vs Production base
• Team Separation: Marketing Gmail vs Customer Support Gmail

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Custom Integrations

• Proprietary internal systems
• Specialized industry platforms
• Services not in catalog
• Custom authentication requirements

1. Provide OpenAPI specification or API documentation
2. Configure authentication method
3. Define available actions and endpoints
4. Map request/response structures
5. Test connection and actions

• API base URL
• Authentication type (API key, OAuth, bearer token, custom)
• Endpoint definitions
• Request/response schemas
• Error handling rules

• System: Internal customer database
• Endpoints: Create contact, update deal, retrieve account
• Auth: Custom API key header
• Actions: POST /contacts, PATCH /deals/:id, GET /accounts/:id

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Selecting the Right Tool

Need to process or analyze data with AI?
└─> Use Custom GPT Tool

Need to interact with external service?
├─> Service in integration catalog?
│   └─> Use Integration Connector
└─> Service not available?
    └─> Build Custom Integration

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Adding Tools to Nodes

1

Access Node Configuration

Click on a node in your flow to open the configuration panel

2

Browse Tool Gallery

Click the tool dropdown to access the Tool Gallery with smart filtering:Filter Options:

• All Tools: See every available tool
• Integrations: Filter to show only integration connectors
• Prompts: Filter to show only Custom GPT tools
• Recent: Your recently used tools
• Search: Find tools by name or functionality

Smart Filtering Examples:

• Select “Integrations” to see only Salesforce, Gmail, Airtable, etc.
• Select “Prompts” to see only AI-powered processing tools
• Search “email” to find all email-related tools across types

3

Select or Create Tool

Option A: Use Existing Tool

• Browse the filtered gallery
• Preview tool capabilities
• Select tool to assign to node

Option B: Create New ToolHere, you give the node objective and the system generates a tool for you

4

Configure Tool Settings

Set node-specific tool configuration:

• Execution mode (automated, consent required, code execution)
• Input parameter mapping
• Output variable names
• Error handling options

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Tool Execution Modes

• Tool runs without human intervention
• Best for: High-confidence, repetitive tasks
• Fastest workflow execution
• Example: Data formatting, simple classification

• Workflow pauses for user approval before tool executes
• Human-in-the-loop validation
• Best for: Critical operations, external communications
• Example: Sending emails, financial transactions

• Enable Code Interpreter for programmatic task execution
• Dynamically writes and executes code to deliver responses
• Best for: Mathematical calculations, data manipulation, aggregation, searching, and sorting
• Provides more accurate results for computational tasks
• Not ideal for textual or conceptual data where LLM context-awareness excels

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Changing Tools

1. Open node configuration
2. Click “Change Tool”
3. Select different tool from list
4. Remap input/output variables if needed
5. Save configuration

• Original tool not providing desired results
• Need different processing approach
• Switching between test and production tools
• Optimizing for speed or accuracy

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Tool Libraries

• All custom GPT tools created in your workspace
• Shared across all agents and workflows
• Searchable by name, category, or description

• Browse 1500+ pre-built connectors
• Filter by category or search by name
• View available actions for each service

• Favorite frequently used tools
• Quick access from node configuration
• Organize by project or use case

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Best Practices

• Start with integration connectors for standard services
• Use Custom GPT for AI-powered processing
• Build custom integrations only when necessary
• Reuse tools across nodes for consistency

• Use clear, descriptive tool names
• Categorize tools by function or department
• Document tool purpose and configuration
• Maintain tool library hygiene (archive unused tools)

• Match tool capability to task complexity
• Enable code execution for computational tasks
• Enable consent for critical operations only
• Monitor tool execution times and costs

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Next Steps