Overview

AI (GPT) Actions is a powerful new feature in Torii that allows you to integrate the intelligence of OpenAI directly into your SaaS management workflows.

Whether you're automating complex decisions, crafting personalized Slack messages, or enriching your app data—Torii’s AI (GPT) Actions help you automate smarter and work faster with natural language prompts.

What Are AI (GPT) Actions?

AI (GPT) Actions let you send a prompt to OpenAI from within a Torii workflow. The AI returns a structured response, which Torii automatically uses as inputs for subsequent workflow steps.

Key Benefits

• Automate Data Updates: Dynamically update fields like SSO support, product tier, or compliance flags.

• Generate Personalized Messages: Quickly craft Slack or email messages with just a prompt.

• Enrich Workflows with Intelligence: Let AI handle decision-making logic so you don’t have to.

Example Use Cases

AI (GPT) Actions support a variety of use cases across your SaaS management workflows. Some common examples include:

• Application SSO Verification: Automatically verify if a sanctioned application supports OKTA SSO, and update relevant application fields.

• Smart App Renewal Communication: Generate professional, personalized Slack reminders to app owners before an app’s renewal.

• Field Calculation or Transformation: Use AI prompts to calculate or reformat field values.

How It Works

• Add an AI Action in the workflow editor.

• Enter your prompt using natural language.

• Define a Response Mapping to extract specific parts of the AI response into named tokens. These tokens can be reused in later steps of the workflow using the format [@token-name], such as [@email-subject] or [@email-body].

For example, if the AI Action generates an email, you might map the response fields subject and body to email-subject and email-body. These mapped tokens can then be referenced in a subsequent Send Email action.

Examples

Here are a few sample prompts to get started:

Data Enrichment

Check App Compatibility with Okta SSO and Tier Requirements

• Description: Check if Okta SSO is supported
• Prompt: For the app [Trigger.App.Name] check the following:
  1. Does it support Okta SSO
  2. Which tier is needed
• Response mapping:
  • okta-support -> yes/no
  • required-tier -> tier name

Personalized Messages

Generate a Personalized Slack or Email Message for App Renewal

• Description: Generate email to notify app owner of upcoming renewal
• Prompt:

  Write a short and professional email to the owner of the application [Trigger.Contract.App.Name] whose renewal date is approaching.

  The email should:
  - Mention the app name: [Trigger.Contract.App.Name]
  - Address the app owner by name: <code[trigger.contract.owner.first-name]> [Trigger.Contract.Owner.Last-name]
  - Include the renewal date: [Trigger.Contract.Details.End-date]
  - Prompt them to review the usage and decide whether to renew, upgrade, or cancel
  - Offer to help if they have questions </code[trigger.contract.owner.first-name]>

  Sign off as the IT team.

• Response mapping:
  • email-subject -> subject
  • email-body -> body

Field Calculation or Transformation

Convert a Date Format

• Description: Convert start date format
• Prompt:
  Convert [Trigger.User.Details.Hibob-Start-Date] to YYYY-MM-DD format.
• Response mapping:
  • date -> Formatted date

Search the Web Option

When configuring an AI (GPT) Action, you can choose whether to enable the Search the web option. When enabled, the AI will fetch real-time information from the internet to improve the relevance and accuracy of its responses. This can be helpful for answering time-sensitive or knowledge-extending queries. However, enabling this option may increase latency and API costs.

To use Search the web, your organization must first provide an OpenAI API key under Settings → AI Settings. You can find detailed instructions for setting this up in Managing AI Settings.

Best Practices

• Keep prompts clear and specific.

• Response mapping is mandatory and must not be left blank or incomplete. Make sure each AI action defines at least one response field for the output to be usable in subsequent actions.

• Choose the Appropriate Web Search Setting: Enable web search for tasks requiring up-to-date information, such as current events or recent data. Disable it for faster responses when real-time data isn't necessary.

Model and Usage Limits

The AI (GPT) Action uses OpenAI’s GPT-4o model behind the scenes to generate responses based on your prompts. While this enables powerful and flexible automation, Torii-enforced rate limits apply only when using Torii’s built-in GPT access. If your organization provides its own OpenAI API key via Settings → AI Settings, no rate limits are applied by Torii, and usage is governed solely by your OpenAI account limits.

By default, this action does not perform live internet searches. However, if you enable the Search the web option, GPT can retrieve real-time information from the internet to enhance its responses.