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Use a code-free Claude step to generate text from a prompt, optionally search the web, and analyze images.

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Before you begin

  • In your Next Matter portal, go to Automations library, click Connect in the Claude app tile, and enter your Anthropic API key.

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Generate text

  1. Click Workflows > + Create new… > Create a new workflow and give your workflow a name. If you have a workflow ready, click … > Edit workflow.
  2. Click + Add step and select Integrations > Claude.
  3. Click the step and click Configure integration.
  4. Select Generates text from a prompt using Anthropic’s Claude API in Claude action.
  5. Enter the prompt and select the AI model and the output type.
  6. (Optional) Turn on Web search to let Claude search the web for current information before answering.
  7. (Optional) Add file URLs in the Files field (PDF, DOCX, TXT, or images) to give Claude extra context.
  8. (Optional) If needed, you can tweak the request by providing data in the Advanced AI configuration dropdown.
  9. Select the output text as a variable you can refer to later on.
  10. Save your changes.

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Process images

  1. Click Workflows > + Create new… > Create a new workflow and give your workflow a name. If you have a workflow ready, click … > Edit workflow.
  2. Click + Add step and select Integrations > Claude.
  3. Click the step and click Configure integration.
  4. Select Process images with Claude (Anthropic) in Claude action.
  5. Enter the prompt and select the AI model and the output type.
  6. Add the image URLs you want Claude to analyze in the Images field.
  7. (Optional) If needed, you can tweak the request by providing data in the Advanced AI configuration dropdown.
  8. Select the output text as a variable you can refer to later on.
  9. Save your changes.