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Documentation Index

Fetch the complete documentation index at: https://docs.upflow.io/llms.txt

Use this file to discover all available pages before exploring further.

Upflow can automatically fill the values of your custom fields using AI. Instead of updating fields like “Reason for non-payment” or “Bankruptcy status” by hand, you write a prompt once — and Upflow uses your data to answer it for each customer or invoice. AI autofill is available on custom fields for Customers and Invoices.
👉 Fields with AI autofill enabled cannot be edited manually; their value is always set by the AI.

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Enable AI autofill on a custom field

AI autofill is configured per field in Settings > Custom fields. Only admin users can configure it. The Custom fields settings page showing the Customers and Invoices sections, with the Bankruptcy status field showing an AI badge. To enable AI autofill on an existing field:
  1. Go to Settings > Custom fields.
  2. Click Edit next to the field you want to configure.
  3. Toggle on AI autofill. The Prompt field appears. Write the question or instruction you want the AI to answer for each entity. The Edit custom field modal showing the AI autofill toggle enabled, a Prompt text area with the question "What is the bankruptcy status of this customer?", and a Search across the web checkbox.
  4. Optionally, check Search across the web to allow the AI to look up information from public web sources in addition to your Upflow data. This is disabled by default.
  5. Click Update to save.
You can also enable AI autofill when creating a new field by toggling AI autofill in the Add custom field modal before saving. The Add custom field modal showing the AI autofill toggle enabled, with an empty Prompt field and the Search across the web checkbox unchecked.

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Write an effective prompt

The prompt is the question or instruction the AI will answer for each entity. It has access to the entity’s data in Upflow — including invoice details, customer information, and communication history. A few examples:
  • What is the bankruptcy status of this customer? (Single select field)
  • Why has this invoice not been paid? (Text field)
  • Is this customer currently responsive? (Boolean field)
  • When should we expect the next payment from this customer? (Date field)
If the AI cannot find a confident answer, it will leave the field empty rather than guess.
👉 AI autofill results are based on the data available in Upflow at the time of the refresh. For fields that depend on time-sensitive information (such as dates), the value is not automatically recomputed each day — you need to refresh it manually.

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Refresh a field value

AI autofill does not run automatically. You trigger a refresh manually on an entity page.

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Refresh on an entity page

On any customer or invoice page, AI fields show a ✨ sparkle button next to their value. Click it to ask the AI to recompute the value for that entity. The Custom fields section on a customer page showing the Bankruptcy status field with its current value "Closing", an AI badge, and the sparkle refresh button. The field updates as soon as the AI returns a result.

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Edit or disable AI autofill

To change the prompt or disable AI autofill on a field, go back to Settings > Custom fields and click Edit on the field.
  • Editing the prompt does not automatically recompute existing values. You need to refresh the field manually after saving.
  • Disabling AI autofill preserves the current field values and the prompt configuration. If you re-enable it later, your prompt is still there.

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Data freshness

Each AI field shows when it was last updated, so you can assess how current the value is. Hover over a field value to see the exact timestamp. The data freshness tooltip showing "Closing" and "Updated a minute ago." on hover over an AI field value in the customer list. If the field is empty, the AI either has not been run yet or could not find a confident answer.