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Using AI Transforms in Automations or Templates (Extension App)

AI Transforms lets you reshape structured site info using AI to reformat, combine, summarize, or adapt it before filling it anywhere.

Updated over a week ago

What is AI Transforms?

AI Transforms takes your site info, structured data you've defined on a webpage, and applies an AI-generated transformation to it on the fly.

This means you can:

  • Reformat a date (e.g., from MMM DD, YYYY to DD/MM/YYYY)

  • Combine multiple fields into one (e.g., "First Name" + "Last Name" → "Full Name")

  • Standardize data (e.g., format an address using USPS standards)

  • Generate text (e.g., use someone’s name, title, and bio to write a compelling outreach message)

  • Run calculations or translations

It’s like having a mini AI assistant sitting inside your automation, ready to adapt your data exactly how you need it.

Why It’s Different (and Better)

Other tools send an entire messy webpage to AI and hope for the best. That often means inaccurate or irrelevant results.

Magical is different: you first define the exact data you want using site info, giving the AI a clean, structured input to work with. This makes AI Transforms more accurate, consistent, and reliable.

How to Use AI Transforms

Here’s a step-by-step guide


1. Open the Extension Panel

Navigate to the webpage where your source information lives.

Open the Magical extension from your browser and look for the source card at the top of the panel.


2. Create Site Info (if you haven’t already)

To use AI Transforms, you first need site info—structured fields you define from a webpage.

  • Click the source card to open the Site Info panel

  • Click New

  • Then click on a text element on the page (e.g., a name, date, job title, message body)

  • Label it and hit Save

This creates a reusable field that Magical can reference in your automations or transforms.


3. Select Site Info to Transform

In the Site Info panel:

  • Check one or more site info items

  • Click the Transform button (it becomes active after selecting fields)


4. Enter Your AI Prompt

Now the magic begins:

  • You’ll see the selected site info listed as input

  • Write your custom prompt describing what you want to generate or change (e.g., “Format this as MM/DD/YYYY” or “Write a warm intro based on their bio, name, and title for an outbound message about Magical”)

It’s a freeform prompt field—so get creative!


5. Preview the Result

Click Preview to see what AI generates.

If you like it:

  • Click Save

  • The transformed result is now available as a new site info field

  • You can use it in any automation

If you don’t like it:

  • Refine your prompt

  • Preview again until it looks right


Use It in Automations or Templates

Once saved, your AI Transformed site info can be:

  • Filled into any input field in your automation

  • Filled into any template placeholder

  • Combined with other fields

  • Triggered manually or automatically

No need for extra tools or manual tweaks—it just works.


Example Use Cases

Task

Source

AI Transform Prompt

Output

Fix a date

DOB: 112387

“Format as MM/DD/YYYY”

11/23/1987

Create full name

First Name: Sam, Last Name: Patel

“Combine into full name”

Sam Patel

Personalized outreach

Name, Title, About section

“Write a 1-line cold outreach intro for a product demo”

`Hey Sam, saw you’re leading ops at Acme—think Magical could help you automate intake…”

Mailing address cleanup

Address line

“Format to USPS mailing standards”

123 Main St, Apt 4B, Brooklyn, NY 11201


TL;DR

AI Transforms let you:

  • Pick any structured site info

  • Add a prompt to reformat, summarize, or remix the data

  • Preview and save the result

  • Use it in automations or paste it manually

It’s your AI-powered data prep engine—without switching tabs or tools.

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