Using Mistral AI in Workflows

What is Mistral AI in Workflows?

Mistral AI actions in Workflows enable you to incorporate advanced artificial intelligence capabilities directly into your CRM automations. This integration allows your workflows to generate text, create semantic vectors, and analyze images using your own Mistral API key. When a workflow encounters a Mistral AI action, it sends your configured input to Mistral's models and captures the response as a workflow variable that can be used in subsequent steps.

Please note that Mistral AI actions are currently in Beta. Available models, fields, and behavior may change as the integration evolves, so we recommend testing workflows thoroughly before deploying them in customer-facing automations.

Key Benefits

Integrating Mistral AI with your workflows provides several powerful capabilities:

• AI-Generated Responses: Automatically create replies, summaries, and structured answers using data from your workflow and contact information
• Multilingual Support: Generate responses in multiple languages while maintaining consistent brand tone through system prompts
• Image Analysis: Process and understand content from images such as receipts, IDs, business cards, and document uploads
• Semantic Matching: Convert text into embeddings that enable meaning-based comparisons for advanced search and classification
• Flexible Model Selection: Choose from various Mistral model families based on your specific needs for quality, speed, or cost

Connecting Your Mistral AI Account

Before you can use Mistral AI actions, you need to connect your Mistral API key to the CRM. This secure connection allows workflows to send data to Mistral and receive responses back into your automation.

To connect your account:

1. Navigate to Automation → Workflows
2. Add any Mistral AI action to a workflow
3. If not already connected, click "Connect Now" and sign in to your Mistral AI account to approve access
4. Once connected, the action fields will load immediately

Alternatively, you can connect through Sub-Account settings → Integrations → Mistral AI → Connect.

Available Mistral AI Actions

Mistral AI actions execute within workflows after a CRM trigger initiates the automation. Each action serves a specific AI function, so selecting the appropriate one ensures your workflow produces the desired results.

Create Chat Completion

This action generates chat-based responses using Mistral language models. It's ideal for drafting customer replies, summarizing content, rewriting text, or classifying requests.

Key capabilities include:

• Configuration of both Prompt and System Prompt fields
• Selection from available Mistral models
• Standard tuning parameters to control output style and length

Common configuration fields include Action Name, System Prompt, Prompt (which can include workflow variables), Model selection, and Tuning Parameters.

Create Embeddings

This action converts text into numerical vector representations using Mistral's embedding models. Embeddings are useful for workflows that require semantic matching, classification, or advanced search capabilities.

Typical applications include:

• Semantic search based on meaning rather than exact keywords
• Retrieval-augmented generation (RAG) workflows
• Text classification and clustering tasks

Analyze Image (Vision)

This action enables workflows to analyze one or more images using Mistral's vision-capable models. It's particularly valuable for processing image-based inputs such as receipts, identification documents, screenshots, business cards, or uploaded files.

The action returns structured natural language responses that can be used in subsequent workflow steps.

Using Mistral AI Outputs

The results from Mistral AI actions become workflow variables that can be utilized in later steps of your automation. You can incorporate these outputs into actions such as sending SMS messages, composing emails, creating internal notifications, updating contact fields, or driving conditional logic decisions.

Note that Mistral AI does not currently include workflow triggers. Use standard CRM triggers like Customer Replied, Form Submitted, Inbound Webhook, or Opportunity Status Changed to initiate your workflow, then add Mistral AI actions as subsequent steps.