Product Updates

You can now connect to Google Docs and use the new Create Google Doc Action to create a document as a step within a Workflow. Save time by automating the first draft your content, turning that into a Google Doc, and sending a Slack message to notify your team that it is ready for review. Try it today!

You can now connect to Microsoft OneDrive and use the new Create OneDrive Doc Action to create a document as a step within a Workflow. With the new integration, you can save time on tasks like content creation, outreach, and more, by automating the first draft of your content, turning it into an OneDrive document, and sending a Slack message to notify your team that it's ready for review. Try it today by jumping into your account!

New o3-mini Model: Cost-Effective with Strong Reasoning

The o3-mini model from OpenAI is now available in the Generate Text action, providing a more affordable option while maintaining strong reasoning capabilities.

New Models for Research A Topic with AI

The “Research a Topic with AI” action has been updated to use the latest models from Perplexity.ai.

Integrations Page

The Integrations page is now live for all users. Go there to manage Workflow integration connections or to connect new accounts.

Easily Refresh Integration Connections

You can now refresh an integration connection without needing to update your workflows with a new integration ID. This helps fix broken connections—such as those caused by permission changes—so your workflows stay intact and continue running smoothly.

No More Jumping Menus and Modals

Menus and modals now open smoothly without the unexpected jumps and jitters that made navigation frustrating. Clicking into a menu or renaming an item no longer shifts the screen or causes unwanted movement—everything now behaves as expected for a seamless experience.

The new "Analyze Annual Report" Action allows you to research a company's SEC 10-K or 20-F filings by entering the company domain. You can specify areas of research interest, and the action provides a detailed output with information on growth areas, challenges, initiatives, and potential issues like competition and supply chain risks.

Improved Write Sales Email Action

The “Analyze Company News,” “Analyze Earnings Call,” and “Analyze Job Openings” Actions now include an optional “additional research focus” setting. This allows you to guide the AI to explore specific topics, such as operational efficiency in earnings calls, for more relevant and in-depth insights. Try the new Actions in-app!

The “Analyze Industry Trends” action makes it easy to uncover recent industry trends for a company. Specify a research focus area to get targeted insights, and receive formatted results with clear status messages and citations for the data retrieved.

More Consistent On / Off Toggle for Workflows

The on/off toggle for a workflow now affects all sources, not just API and forms, and is located only in the action menu on the workspace page. Running workflows will continue, but queued workflows will not execute and will be marked as 'DID_NOT_RUN'. Only workspace owner/admin and teamspace admin roles can control the on/off status of workflows.

Generate Text action now supports OpenAI’s o1 models

The Generate Text action now supports OpenAI’s o1 and o1 mini models, which excel at reasoning and thinking tasks. Note: these models do not support a temperature setting at this time, and are generally less effective at creative writing.

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New Getting Started Docs

A new "Getting Started" section is now available on our Help Center, providing updated guides to kickstart your journey in Copy.ai. Visit our Help Center to dive in.

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The new Extract Domain action allows you to isolate the domain from a given URL, removing any additional path elements, query parameters, or fragments. This helps standardize URLs for cleaner processing in downstream actions and workflows.

The new "Format Output with Liquid" action allows you to interact with data using the Liquid template language. You can handle variables that might be null, loop through arrays, join arrays into a new string, map fields, remove duplicates, and more.

Sort Workflows by the Number of Runs

You can now sort your Workflows table by the new Workflow Run Activity column, which shows the number of completed runs for each workflow. This feature allows you to easily identify your most active workflows.

Improved Handling of Missing Actions

If a workflow contains an Action that is no longer available, you will now see a validation error instead of a full-page error. This allows you to open, view, and delete the missing Action step to update the workflow accordingly.

Several New Actions Guides Added to Help Center

Several new Action guides have been added to the documentation, providing more resources to help you get the most out of Copy.ai. Visit our Help Center for more information.

This new action helps you find LinkedIn profile URLs by providing a person's first name, last name, and company domain. We leverage multiple data providers to ensure accurate and verified LinkedIn profiles.

The New Platinum Action, Enrich Contact, allows you to enrich contact information by passing in a LinkedIn profile, a person's first name, last name, or company domain. This action uses multiple data providers to retrieve information such as work email, mobile number, and LinkedIn profile with high accuracy.

The New Platinum Action, Prospect Finder Agent, allows you to input a company domain and a single role to generate a list of prospects with that role.

The new Action, "Format Structured Output" allows you to transform input data into a structured JSON output, making it more robust for API-integrated use cases.

The New Platinum Action, "Create Content Brief" action allows you to input context or information along with a content brief template to generate a synthesized content brief. This feature helps in extracting key themes, insights, and quotes, making it useful for creating and repurposing marketing campaign assets.