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Workflow steps

Screen guide5 minFoundation

A workflowWorkflowAn automation: trigger plus steps, run per module; also called "flow" on the home page.Open glossary ↗ is a trigger followed by steps. This page lists the 16 steps the designer offers, so you can pick the right one before you open its page.

How do I add a step?

Section titled “How do I add a step?”
  1. Open the workflow in the designer.
  2. Click + on a line, or on an End marker, where the step should go. On an empty workflow, click All steps.
  3. Type in Search steps, or scroll to the group you want, and choose the step.
  4. Click the new step. Its settings open on the right.
The step picker open on the line under the trigger, with a search box and the steps listed by group.
    Click + on a line to insert a step there.
    Search steps filters the list as you type.
    Integration comes with the Integration hub add-on.

Settings are saved with the workflow, so click Save when you finish. Check lists problems before you do.

Which step does the job?

Section titled “Which step does the job?”

The picker has five groups, in this order.

Logic

Section titled “Logic”
DecisionSplit the workflow into Yes and No paths. LoopRepeat steps for each item of a list, or a set number of times.WaitPause for seconds, minutes or hours.TerminateStop the whole workflow with a response.

Records

Section titled “Records”
Record managerCreate, update or delete records.Load dataLoad records into a named list.Approval taskAsk someone to approve or reject.

Communicate

Section titled “Communicate”
Send emailEmail people with a designed message.Smart documentGenerate a PDF, Word or Excel file from a template.

Data

Section titled “Data”
JSON parserTurn JSON text into usable data.CSV parserRead the rows of a CSV file.Custom functionRun your own Smart Script. AI agentAsk a language model, get text, a number or fields.

Connect

Section titled “Connect”
REST APICall any HTTP address. IntegrationRun an action of an Integration hub connection. Add-on. Web agentAutomate a website in a browser. Add-on.

Integration and Web agent appear in the picker only when your workspace has those add-ons. Use saved connections for external services: see Connect services with Integration steps.

Which steps pause the workflow?

Section titled “Which steps pause the workflow?”

Most steps run and hand over straight away. Three hold the run:

StepWhat happens
WaitThe run sleeps for the time you set
Approval taskThe run stops until someone decides, then continues on Approved or Rejected
Web agentThe run stops until the browser job finishes

Check yourself

You want to read a list of lines out of a JSON reply from another system. In which picker group do you look?
Show the answer

Data. JSON parser, CSV parser, Custom function and AI agent sit together under Data.

Which of these steps comes with an add-on?
Show the answer

Web agent. Web agent comes with the Web agent add-on, and Integration with the Integration hub. The other steps are part of every workspace.

What's next

DecisionSplit a workflow into a Yes path and a No path, based on conditions about the record or a list.Record managerCreate, update or delete records from a workflow, one at a time or in a batch from a list.

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