Message a Personal AI persona, send instructions, read conversations, and add memories, documents and pages to its memory.
Explore 8 workflow actions for Personal AI, including account permissions and operation limits.
4 read actions4 write actions
WORKFLOW ACTIONS
What you can configure.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Add memory
Write
Add a text memory to the persona's memory stack.
Permissions and limits
Account permissions
A Personal AI API key for the persona's workspace
A repeated request may repeat the external action. Review the previous result before retrying a write.
Get conversation
Read
The messages of a session, from both the user and the AI.
Permissions and limits
Account permissions
A Personal AI API key for the persona's workspace
List documents
Read
Documents in the persona's Upload Library, optionally by title text.
Permissions and limits
Account permissions
A Personal AI API key for the persona's workspace
Send instruction
Read
Send an instruction to the persona: chatgpt (a general model answer) or search.
Permissions and limits
Account permissions
A Personal AI API key for the persona's workspace
Send message
Read
Send a message to the persona and get its answer, based on its memory.
Permissions and limits
Account permissions
A Personal AI API key for the persona's workspace
Update document
Write
Replace a document's text (feed_id from List documents).
Permissions and limits
Account permissions
A Personal AI API key for the persona's workspace
A repeated request may repeat the external action. Review the previous result before retrying a write.
Upload document
Write
Upload a text document to the persona's memory (Upload Library).
Permissions and limits
Account permissions
A Personal AI API key for the persona's workspace
A repeated request may repeat the external action. Review the previous result before retrying a write.
Upload URL
Write
Add a web page's content to the persona's memory.
Permissions and limits
Account permissions
A Personal AI API key for the persona's workspace
A repeated request may repeat the external action. Review the previous result before retrying a write.
SETUP
Start with a controlled test.
01Connect the intended account
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
02Review inputs and access
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
03Confirm the result
Inspect step outputs and confirm the result in Personal AI. A saved workflow is not a completed provider action.