---
title: How to Populate Fields Using AI in Workflows
description: Learn how to use AI workflow steps in Federal Compass to automatically populate fields and streamline workflow automation.
---

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# How to Populate Fields Using AI in Workflows

## AI workflow steps in Federal Compass allow you to automatically populate fields based on opportunity data. This helps streamline processes, reduce manual effort, and standardize how data is updated across your pipeline.

### **Who This Help**

- Teams using workflows to **automate data updates**
- BD and capture teams looking to **standardize opportunity data**
- Users who want to **leverage AI to speed up workflow creation**

### **Navigate to Workflow**

1. Click the **Setting icon** (top right)
2. Select **Platform Settings**
3. On the left-hand side, scroll to **Workflows and Scoring**

This is where you can create and manage workflows

                            ![](https://knowledge.federalcompass.com/hs-fs/hubfs/image-png-May-08-2026-07-13-37-7458-PM.png?width=471&height=254&name=image-png-May-08-2026-07-13-37-7458-PM.png)

### **Create a Workflow**

1. Click to create a new workflow
2. Enter a **Workflow Name** (e.g., Task Order Management)
3. Click **Next: Configure Workflow**

**       ![](https://knowledge.federalcompass.com/hs-fs/hubfs/Screenshot%202026-05-08%20151617-png.png?width=640&height=160&name=Screenshot%202026-05-08%20151617-png.png)**

Once created, the workflow will appear in your list where you can:

- View number of steps
- Add a description
- Toggle **Active/Inactive**
- Delete if needed

    ![](https://knowledge.federalcompass.com/hs-fs/hubfs/Screenshot%202026-05-08%20151846-png.png?width=667&height=218&name=Screenshot%202026-05-08%20151846-png.png)

Workflows must be set to **Active** to run.

### **Add an AI Workflow Step**

1. Click into your workflow
2. In the **Workflow Steps** panel:
3. Drag **Set Field from AI** onto the workflow board

                                                  ![](https://knowledge.federalcompass.com/hs-fs/hubfs/Screenshot%202026-05-08%20152107-png.png?width=268&height=412&name=Screenshot%202026-05-08%20152107-png.png)

### **Configure the AI Step**

1. Click the **Edit Node** icon (middle icon)  
                                                ![](https://knowledge.federalcompass.com/hs-fs/hubfs/Screenshot%202026-05-08%20153613-png.png?width=260&height=137&name=Screenshot%202026-05-08%20153613-png.png)
2. Compare the required fields: 
     1. Fields to Update 
            1. Select the field you want AI to populate
     2. AI Prompt 
            1. Describe what you want AI to do
            2.  Helpful prompt starters:  
                     1.  Identify… 
                     2.  Calculate… 
                     3.  Estimate… 
                     4.  Find… 
3.  Click Update Steps 

                                        ![](https://knowledge.federalcompass.com/hs-fs/hubfs/Screenshot%202026-05-08%20154349-png.png?width=378&height=265&name=Screenshot%202026-05-08%20154349-png.png)   

Once active, the AI step will automatically evaluate opportunity data and populate the selected field based on your prompt.

### **How the AI Step Works**

The **Set Field from A**I step uses AI to analyze opportunity data and attachments in order to populate the selected field automatically

Rather than manually building workflow logic, the AI handles the evaluation based on the instructions provided in your prompt.

This allows teams to automate field updates and reduce manual decision-making within workflows.

### **Save and Activate**

- Click **Save Changes** to save your workflow
- Toggle the workflow to **Active** to start running it

Once active, the AI step will begin evaluating records and populating fields automatically.

              ![](https://knowledge.federalcompass.com/hs-fs/hubfs/Screenshot%202026-05-08%20153802-png.png?width=591&height=257&name=Screenshot%202026-05-08%20153802-png.png)

Saving does not activate the workflow, you must enable it separately. 

### **View Workflow Logs**

Each AI step includes a **View Workflow Logs** option, allowing you to:

- See which records were updated
- Track what actions were performed by the workflow
- View timestamps and assignment details

This helps validate that your workflow is running as expected

                                                     ![](https://knowledge.federalcompass.com/hs-fs/hubfs/Screenshot%202026-05-08%20154027-png.png?width=263&height=150&name=Screenshot%202026-05-08%20154027-png.png)

### **Example AI Prompts**

Here are a few examples to help get started:

- *Identify the priority of this opportunity based on due date and contract value*

- *Estimate the likelihood of winning based on past performance and agency history*

- *Find if this opportunity should be pursued based on scope and fit*

- *Calculate a recommended work share based on opportunity requirements*

### **Best Practices**

- Use **clear**, **specific prompts** for better AI results
- Start simple, then refine your workflow
- Review AI-generated steps before activating
- Monitor workflow logs to ensure accuracy

Using AI within workflows allows your team to automate field updates, improve consistency, and reduce manual effort. By combining AI with your workflow logic, you can build faster and more efficient processes across your pipeline.

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