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Creatio Articles

Building AI-Powered Workflows in Creatio Without Writing Code

See how Creatio can combine AI with no-code business processes to qualify, summarize, and route incoming leads while keeping your existing business rules and human oversight in place.

AI Readiness Checklist for CRM Teams: Is Your CRM System Ready for AI?

Before using AI in Creatio, make sure your CRM data, users, processes, and automation foundation are ready. Use this practical AI readiness checklist for CRM teams.

Build Your Creatio AI Skills with the 2026 AI Summer Program

Join Creatio’s free 2026 AI Summer Program to learn how to identify, build, deploy, and manage AI agents.

Creatio 10x Is Coming: Join the Webinar to Explore the Future of AI-Native CRM

Learn what's new in Creatio 10x and how AI-native CRM, agentic AI, and no-code automation are shaping the future of customer relationship management. Join the upcoming webinar and discover what's next.

Creatio Unlimited Pricing Explained: AI Packages, Costs, Pros & Cons

Learn what Creatio’s new Unlimited pricing model includes, what it doesn’t include, how AI Action packages work, and the pros and cons for businesses evaluating Creatio.

Using the AI Prompt to Create Dynamic Folders in Creatio

Using Creatio's AI prompt to create the filter for a dynamic folder works best if you specifically ask for that, and if you are as clear and direct as possible about the filtering, conditions.

Testing AI in a Creatio Demo Instance

You are able to test AI on a Creatio demo instance, and even add a Google Gemini key to test AI web search functions.

Organization of AI in Creatio

AI settings in Creatio are organized into Agents, which control the context in which AI actions are performed, and Skills, which define specific actions to be taken by AI.

Creatio No-Code Days Florida 2026: What CRM Leaders Need to Know About the Agentic Era

AI is changing CRM — but not all innovation delivers real business value. The next evolution isn’t just automation; it’s agentic AI combined with no-code platforms, enabling organizations to move faster while staying in control. That’s the focus of Creatio No-Code Days Florida: Agentic Leadership, taking place June 11–12, 2026. This flagship Creatio conference brings together CRM leaders, partners, and...

Using AI in Creatio to Understand a Case

If you've ever opened a support case and thought, "where do I start?", you're not alone. Between long descriptions, activity histories, emails, attachments, and multiple tabs, support cases can quickly become information overload. When you’re trying to help a customer—or jump into a case someone else has been working—you don’t always have time to read everything line by line.  This is a great time to make use of AI Case Summary in Creatio.

Building AI-Powered Workflows in Creatio Without Writing Code

See how Creatio can combine AI with no-code business processes to qualify, summarize, and route incoming leads while keeping your existing business rules and human oversight in place.

AI Readiness Checklist for CRM Teams: Is Your CRM System Ready for AI?

Before using AI in Creatio, make sure your CRM data, users, processes, and automation foundation are ready. Use this practical AI readiness checklist for CRM teams.

Build Your Creatio AI Skills with the 2026 AI Summer Program

Join Creatio’s free 2026 AI Summer Program to learn how to identify, build, deploy, and manage AI agents.

Creatio 10x Is Coming: Join the Webinar to Explore the Future of AI-Native CRM

Learn what's new in Creatio 10x and how AI-native CRM, agentic AI, and no-code automation are shaping the future of customer relationship management. Join the upcoming webinar and discover what's next.

Creatio Unlimited Pricing Explained: AI Packages, Costs, Pros & Cons

Learn what Creatio’s new Unlimited pricing model includes, what it doesn’t include, how AI Action packages work, and the pros and cons for businesses evaluating Creatio.