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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

                           

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

       

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

   

Workflows must be set to Active to run.

Add an AI Workflow Step

  1. Click into your workflow
  2. In the Workflow Steps panel:
    1. Search for “AI”, or
    2. Scroll to Set Field from AI
  3. Drag Set Field from AI onto the workflow board
                                                 

Configure the AI Step

  1. Click the Edit Node icon (middle icon)
                                                 
  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 

                                           

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 AI 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.

             

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

                                                     

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.