Configurable AI Checklist Prompts enable Admins to customize how AI interacts with checklists in Unifize. This feature allows organizations to define AI behavior for specific checklist items and ensure that AI-generated outputs align precisely with process requirements, language standards, and compliance expectations.
By configuring AI prompts, admins can automate how checklist data is extracted, generated, and structured from contextual information like descriptions, conversations, and uploaded documents within a record.
Admins can create AI-powered checklist fields by defining:
The input data the AI will read from Your input field can also be a File upload doc, which can be added in the input field
The output fields the AI will populate (e.g., product details, root cause, corrective actions).
The prompt or instruction that guides the AI on how to process the input and generate the output.
This configuration is applied at the checklist level within a process and is fully customizable per use case
Go to Manage View section and open the process where you want to add the AI functionality. You can either create a new process or use an existing process
Inside your process, navigate to the Checklist section and click on the âAdd Fieldsâ button
Select âAIâ as the field type
Move to the settings section for your AI Checklist field. In the AI field settings tab, you will see:
Button Label: Name the action button for your AI field. This will appear to the end user (e.g., âGenerate AI suggestionsâ).
Add Prompt: Write the instruction for the AI. This tells the AI what to do with the input. Example: âTake the input from the input fields and generate relevant outputs for the output fields. Give the product name, the quantity of the product in numbers, select the reason from the picklist, give the product number in the Product Number field, and write the corrective actions in bold.â
Select Input Fields: Choose fields the AI will reference for context. You can choose from your list of existing checklist fields.
Click âUpdate Field Settingsâ to save the AI configuration into the checklist.
In any record, users see a button labeled (e.g., âGenerate AI Suggestionsâ) on the checklist.
When clicked, the AI reads the content from the selected input fields (such as âWhat happened?â or other descriptions).
The AI processes this input based on the prompt configured by the admin.
Write clear, specific prompts that match the intent of the checklist output.
Choose input fields that contain comprehensive context (e.g., problem descriptions, incident summaries).
Use output fields that benefit from structured data like picklists, dates, quantities, or narrative text like root cause analysis.
Select Output Fields: Choose checklist fields the AI will populate
Users can review, edit, accept, or modify these AI-suggested outputs before saving the record.
Input field can be upload a doc, then a doc can be uploaded
Apply AI prompts to reduce repetitive data entry for processes like complaints, CAPAs, supplier audits, or investigations.
Checklist field
What AI can do
What AI cannot do
Text / Rich Text
Populate with generated summaries, descriptions, narratives like root cause or corrective actions.
â
Number
Fill in numeric values like quantities, counts, or measures.
â
Date
Populate specific dates (e.g., date of report, incident date).
â
Picklist
Select a specific picklist option if explicitly mentioned in the AI prompt.
Cannot dynamically interpret or choose from indexed options. Requires exact instruction (e.g., âSelect âProduct Defect' for Picklist sectionâ).
Linked Record
Create a new linked record to a specified process if clearly stated in the prompt (e.g., âLink to Customer Complaintâ).
Cannot read embedded fields within the linked record. Cannot suggest relationships based on existing linked data.
File Upload
Can parse through documents added in the File Upload Checklist field and fill Checklist data based on the document. Can be chosen as an input field for AI
Cannot create or upload files Won't work if chosen as an output field for AI