Categorise
The Categorize node is an AI-powered action that classifies input into predefined categories. It automatically routes your workflow based on the classification, allowing you to create branching logic based on the type of content received.
Key Features
AI-powered content classification
Pre-built templates for common categorization use cases
Automatic workflow branching based on category
Configurable model and additional context
Support for custom categories with titles and descriptions
How to Add a Categorize Node
Open your workflow in the workflow builder
Click the "Add Action" button
Navigate to the "AI" category
Select "Categorize"
The node will be added to your canvas
How to Configure Categorize
Step 1: Add Your Input
Add the variable you want to categorize
This is the content that the AI will analyse to determine the category
Step 2: Select a Template or Create Custom Categories
Choose a preset template to get started quickly, or create your own custom categories.
Available Templates:
Custom
Empty template for user-defined categories
Order Categorisation
New Order, Modification, Cancellation, Return
Invoice Categorisation
Utilities, Software, Travel, Supplies
Chat Intent Routing
Route based on user intent in conversations
Prize Categorisation
Categorize prize-related content
Support Triage
Bug Report, Feature Request, Account Issue, General
Email Categorisation
Sales Lead, Support, Partnership, Spam
💡 Selecting a template populates the categories with predefined names and descriptions. You can modify these after selecting.
Step 3: Add Categories
If using custom categories or modifying a template:
Click "Add Category"
Enter a title for the category
Enter a description explaining what content belongs in this category
Repeat for each category you need
💡 Write clear, detailed descriptions for each category. This helps the AI make accurate classifications.
Step 4: Configure Advanced Settings (Optional)
Click on Advanced Configuration to access:
Model: Select which AI model to use for classification
Additional Context: Provide extra context to help the AI make better decisions
How Branching Works
The Categorize node works as a branching router in your workflow:
Top connector: The normal flow connector for incoming connections
Category branches: Each category you create has its own output connector
When the node runs:
The AI analyses the input content
It selects the most appropriate category
The workflow continues down the branch for that category
If the content doesn't match any category, it continues through the normal route.
How to Edit Categories
Click on an existing category in the node
Modify the title or description
Save your changes
To remove a category, click the trash icon next to it.
Example Use Cases
Support Ticket Routing
Categories:
Bug Report → Route to Engineering team
Feature Request → Route to Product team
Account Issue → Route to Support team
General Inquiry → Route to Help desk
Email Triage
Categories:
Sales Lead → Add to CRM
Support Request → Create support ticket
Partnership Inquiry → Forward to partnerships team
Spam → Archive
Invoice Processing
Categories:
Utilities → Tag as operational expense
Software → Tag as technology expense
Travel → Tag as travel expense
Supplies → Tag as office expense
Best Practices
Writing Good Category Descriptions
❌ Bad: "Problems"
✅ Good: "Technical issues like crashes, errors, or broken features that prevent normal use of the product"
❌ Bad: "Questions"
✅ Good: "General inquiries about product usage, pricing, availability, or how-to questions"
Tips for Effective Categorization
Be specific and detailed in your descriptions
Include examples in descriptions where helpful
Make categories mutually exclusive to avoid confusion
Avoid ambiguous or overlapping categories
Use 2-20 categories for best results
Test with sample inputs to verify accuracy
Limits
Minimum categories
2
Maximum categories
20
Category title length
50 characters
Category description length
500 characters
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