AI controls

1. Capability overview

Value in one sentence: helps approvers quickly grasp key form information and improve decision efficiency.Applicable role: approver.Supported fields: Text, Number, Image, and most other approval form controls. Attachments and business control groups are not supported yet.Core capability: the admin selects a skill for the control → the AI runs automatically when the approver opens the form.

Before	After
The form has too much content, making key points hard to find	Text summarization: like a secretary, summarizes the core content of the application in one sentence
Key information such as dates, amounts, and quantities is scattered and easy to miss	Information extraction: like a secretary, surfaces the key information and presents it in a structured way
Cross-border approvals where you cannot read the form content	Text translation: like an on-site translator, provides translation support when you need to process the approval
Images have to be reviewed one by one, which is inefficient	Image interpretation: like a seasoned expert, interprets images and delivers professional judgments

2. Applicable scenarios

Input: fields on the form (custom selection, up to 10).Judgment basis: the 4 default skills plus a custom prompt.Output: conclusions delivered to the approver.

1. Text summarization

Taking a project change approval as an example, configure the AI control in the form designer and select the text summarization scenario:

Form designer for the project change approval, with the AI control settings panel on the right set to the text summarization scenario

When the approval form is opened on desktop, the AI automatically summarizes the change content and provides a suggestion on whether the change is reasonable:

Desktop approval detail page, where the AI control outputs a text summary and approval suggestion for the project change application

On mobile, the summary card also appears automatically, so the key points of a long application are visible at a glance:

Mobile approval detail page's text summary card, showing the project delay summary and the reasonableness suggestion for the change

2. Information extraction

Taking a sales daily report as an example, configure the AI control to extract the day’s key sales data and actions:

Form designer for the sales daily report, with the AI control configured for the information extraction scenario

During desktop approval, key data such as total sales and conversion rate is extracted in a structured way:

Desktop approval detail page, where the AI control extracts key data from the sales daily report in a structured way

On mobile, the store’s sales summary appears — including key data, highlights, and improvement suggestions:

Mobile approval detail page's information extraction card, showing key sales data, what went well, and improvement suggestions

3. Text translation

Taking an IT trouble ticket as an example, configure the AI control to translate the issue description into multiple languages:

Form designer for the IT trouble ticket, with the AI control configured for the text translation scenario

During desktop approval, the ticket content is translated automatically, so cross-border approvals are no longer unintelligible:

Desktop approval detail page, where the AI control translates the ticket's issue description into multiple languages

On mobile, translations appear in English, Japanese, and Thai:

Mobile approval detail page's text translation card, with the issue type and description translated into English, Japanese, and Thai

4. Image interpretation

Taking store inspection as an example, configure the AI control to interpret inspection images against the rules for stack displays, window displays, and advertising signage:

Form designer for the store inspection form, containing image fields for stack displays, window displays, and advertising signage, plus the AI control

During desktop approval, the AI interprets the images against the custom rating rules and gives a score:

Desktop approval detail page, where the AI control interprets store inspection images by the rating rules and outputs scores

On mobile, each item’s score and the reasons for deductions are shown, so the approver does not have to review images one by one:

Mobile approval detail page's image interpretation card, showing scores and deduction reasons for stack displays, window displays, and advertising signage

3. Steps

Add the AI control to the form

In the upper right corner, click Manage approval forms to open the Admin Console. Search for the form you want to update, click Edit to open the form designer, click Form design, and add the AI control to the form:

Form designer, dragging the AI control from the left control list into the form

Configure the AI control

Set the AI control’s title, choose the scenario (a model is matched automatically), select the fields to support, and enter your requirements in the AI prompt box:

AI control settings panel, where you can configure the title, scenario, supported fields, and requirements for the AI result

Publish the form and invoke the AI control

Once the form is published, opening the approval form on desktop invokes the AI control automatically:

Desktop approval detail page automatically invokes the AI control and outputs the analysis conclusion

It also runs automatically on mobile:

Mobile approval detail page automatically invokes the AI control and shows the analysis conclusion card

4. Walkthrough videos

1. Text summarization

Prompt example:

You are a project lead with 10 years of experience.
Please summarize the change content and give a suggestion on whether the change is reasonable.
Keep it within 100 words, with the summary and suggestion on separate lines.

Full walkthrough from configuration to invocation:

2. Information extraction

Prompt example:

You are a store manager with 10 years of retail sales experience.
Extract the key data and actions from today's sales, and give suggestions on what was done well and what needs improvement.
Keep it within 200 words, with items on separate lines.

Full walkthrough from configuration to invocation:

3. Text translation

Prompt example:

You are a translator fluent in English, Japanese, and Thai, with over 10 years of business translation experience.
Please translate into English, Japanese, and Thai.
Make sure the wording matches local usage habits and is as concise as possible.

Full walkthrough from configuration to invocation:

4. Image interpretation

Prompt example:

Please analyze whether this store's stack display is neatly arranged, whether the window display is visually appealing, and whether the advertising signage is properly posted.
Based on the images, score this store and clearly explain the reasons for any deductions.
Stack display: max 40 points, at most 40 points can be deducted. Requires at least 4 images, with each image worth up to 10 points; images that are not relevant score 0. Deduct points based on the severity of any errors, with a minimum of 0. If there are more than 4 images, take the 4 highest-scoring ones.
Window display: max 30 points, requires at least 3 images; other rules are the same as above.
Advertising signage: max 30 points, requires at least 3 images; other rules are the same as above.

Full walkthrough from configuration to invocation:

5. FAQs

Who can see the AI control?

Like other controls, the AI control’s visibility can be set per step:

Field permissions settings on a step, where the AI control's visibility can be configured per step

Which controls are supported?

Text summarization, information extraction, and text translation: do not support description text, Image, detail/Spreadsheet, Attachment, Signature, industry contacts department, associated approval form, engineering project, all business controls, ID card recognition, or all business control groups.Image interpretation: only supports the Image control.

Can it be used on mobile?

The configuration side currently supports only desktop and web, while the usage side supports both mobile and desktop.

Will the AI read my approval content?

Only while the AI capability is running, the current content is sent temporarily for generation; it is not stored or logged afterward, meeting organization data security requirements.

AI Capabilities Overview

Learn the product value and applicable roles of every Approval AI capability

AI Form Filling

Let AI fill the form for you — start an approval in 3 seconds

Quick start

Role guides

Admin guide

Advanced capabilities

1. Capability overview

2. Applicable scenarios

1. Text summarization

2. Information extraction

3. Text translation

4. Image interpretation

3. Steps

4. Walkthrough videos

1. Text summarization

2. Information extraction

3. Text translation

4. Image interpretation

5. FAQs

AI Capabilities Overview

AI Form Filling

​1. Capability overview

​2. Applicable scenarios

​1. Text summarization

​2. Information extraction

​3. Text translation

​4. Image interpretation

​3. Steps

​4. Walkthrough videos

​1. Text summarization

​2. Information extraction

​3. Text translation

​4. Image interpretation

​5. FAQs

​6. Related documents

AI Capabilities Overview

AI Form Filling

1. Capability overview

2. Applicable scenarios

1. Text summarization

2. Information extraction

3. Text translation

4. Image interpretation

3. Steps

4. Walkthrough videos

1. Text summarization

2. Information extraction

3. Text translation

4. Image interpretation

5. FAQs

6. Related documents