Before you begin
- In your Next Matter portal, go to Automations library, click Connect in the Azure OpenAI app tile, and enter your Azure endpoint URL and API key.
Generate text
- Click Workflows > + Create new… > Create a new workflow and give your workflow a name. If you have a workflow ready, click … > Edit workflow.
- Click + Add step and select Integrations > Azure OpenAI.
- Click the step and click Configure integration.
- Select Process/generate text with Azure OpenAI Responses API in Azure OpenAI action.
- Enter your Deployment name (as it appears in the Azure Portal), then enter the prompt and select the output type.
- (Optional) In the Tools field, add Web Search, File Search, or Code Interpreter. These are the same built-in tools as on OpenAI’s Responses API. For what each tool does and the settings you can fill in, see Connect to OpenAI.
- (Optional) If needed, you can tweak the request by providing data in the Advanced AI configuration dropdown.
- Select the output text as a variable you can refer to later on.
- Save your changes.

