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Cortex introduces key concepts to help users build, automate, and optimize workflows efficiently.
  • Workflows - Automated processes that connect steps, including AI models, integrations, and logic-based actions. Read more here.
  • Collections - Organized sets of records, rules, and triggers that define how workflows interact with data.
  • Records - Structured data entries used in workflows, created manually or imported via API.
  • Rules - Logic-based conditions that guide workflow actions based on predefined criteria. Every rule requires a workflow, determining if a process passes, fails, or requires manual review (Human-in-the-Loop).
  • Integrations - Connections to third-party services like Google Sheets, Encompass, and Persona for automated data exchange.
  • Reports - Customizable UI components that display analyzed records, allowing users to review, edit inputs, reanalyze data, print, and export results.