Workflow step types

Choose a step by the work it does. Each step has settings and paths for the next action.

Step	Group	Paths	Availability
Trigger	Trigger	Next	Standard
Decision	Logic	No, Yes	Standard
Record manager	Records	Next	Standard
Load data	Records	Next	Standard
Loop	Logic	After loop, Each item	Standard
Approval task	Records	Rejected, Approved	Standard
Send email	Communicate	Next	Standard
Smart document	Communicate	Next	Standard
Terminate	Logic	None	Standard
Wait	Logic	Next	Standard
REST API	Connect	Next	Standard
JSON parser	Data	Next	Standard
CSV parser	Data	Next	Standard
Custom function	Data	Next	Standard
AI agent	Data	Next	Standard
Web agent	Connect	Next	Add-on · Web agent
Integration	Connect	Next	Add-on · Integration hub

Trigger

Starts the workflow and declares typed input and output items.

INITIATOR

Trigger

Outputs

• Next

Settings

Setting	What it does
Data in and out	Defines input and output values as Text, Integer, Decimal, Date, Object or List.

Decision

Follows Yes when every AND condition and at least one OR condition match. An empty OR group counts as true.

DECISION

Logic

Outputs

• No
• Yes

Settings

Setting	What it does
Conditions	Configures AND and OR conditions.
Where it goes	Shows the Yes and No paths.

Record manager

Creates, updates or deletes records, including bulk create and update.

RECORD_MANAGER

Records

Outputs

• Next

Settings

Setting	What it does
What should it do?	Chooses a record operation.
On which module?	Selects the target module.
Which record?	Identifies the record in the current context or by the configured key.
Fields to set	Maps values, scripts, files or text to target fields.

Load data

Loads module records into a named list for loops and later scripts.

LIST

Records

Outputs

• Next

Settings

Setting	What it does
Which module?	Selects the module.
Which records?	Provides a Smart Script WHERE filter.
Sort	Sets record ordering.

Loop

Repeats inner steps over a named list, an inner list or a fixed count.

LOOP

Logic

Outputs

• After loop
• Each item

Settings

Setting	What it does
Repeat for	Chooses a list, inner list or fixed count.
Which list?	Selects the list of records to iterate.
Process in pages	Reloads database pages for large lists.
Page size	Sets the size of each loaded page.
Stop after	Caps the number of iterations.

Approval task

Pauses until someone approves or rejects, then continues with a fresh copy of the record.

APPROVAL_TASK

Records

Outputs

• Rejected
• Approved

Settings

Setting	What it does
Title people will see	Names the task in App space.
Priority	Sets High, Medium or Low.
Overdue after	Sets the task due period.
Who decides?	Chooses people, a role, a user field or a Smart Script.
Write back to the record	Writes the decision, reason or deciding user to configured fields.

Send email

Sends a designed message from a configured sender or Beezr Notifications.

EMAIL

Communicate

Outputs

• Next

Settings

Setting	What it does
From	Selects the sender.
Subject	Sets the subject expression.
Message	Designs the message or preserves supplied HTML.
Attachments	Chooses file fields; Beezr Notifications ignores attachments and BCC.

Smart document

Generates a PDF or a Word or Excel document from a template, then saves the file on a record.

DOC_GEN

Communicate

Outputs

• Next

Settings

Setting	What it does
Template	Selects a document template.
Fill the placeholders	Maps template values.
Save the file	Chooses the destination record and optional file field.
Bookmark name	Selects where to place a Word signature.

Terminate

Ends the whole workflow with Success, Warning or Failed. A failure in PRE timing can block the save.

TERMINATE

Logic

Outputs

Settings

Setting	What it does
End the workflow as	Chooses the response code.
Message	Provides the result message. An empty message causes failure regardless of the selected ending.

Wait

Holds the run for a duration in seconds, minutes or hours.

WAIT_STEP

Logic

Outputs

• Next

Settings

Setting	What it does
How long	Sets the duration.
Unit	Chooses seconds, minutes or hours.
Why wait?	Stores a note explaining the delay.

REST API

Calls an HTTP endpoint with configured authentication, retries and response mapping.

REST_API

Connect

Outputs

• Next

Settings

Setting	What it does
Request	Sets the method and URL.
Sign in	Configures request authentication.
Send	Sets headers and body.
What comes back	Maps the response.
Retries	Sets retry behaviour.
Success codes	Defines acceptable response status codes.

JSON parser

Reads JSON into declared objects, lists and values.

JSON_PARSER

Data

Outputs

• Next

Settings

Setting	What it does
Read	Chooses the JSON expression or field.
Its shape	Declares the output structure.
Result	Names the parsed output.

CSV parser

Reads a CSV file field into a list with typed columns. The first row is the header.

CSV_PARSER

Data

Outputs

• Next

Settings

Setting	What it does
Read the file in	Selects a file field.
Columns	Declares column names and types.
Result	Names the output list.

Custom function

Runs Smart Script for side effects.

CUSTOM_FUNCTION

Data

Outputs

• Next

Settings

Setting	What it does
Smart Script	Stores the script exactly as typed.

AI agent

Asks a configured language model for text, yes/no, a number or structured JSON.

AI_AGENT

Data

Outputs

• Next

Settings

Setting	What it does
Provider	Selects OpenAI, Anthropic, OpenRouter or Google.
Model	Chooses the provider model.
What it reads	Chooses a file, URL, list or no source.
Instructions	States what the model should do.
It answers with	Defines the result type or JSON structure.
Result	Names the output.

Web agent

Runs a browser job and resumes when it finishes.

WEB_AGENTAdd-on · Web agent

Connect

Outputs

• Next

Settings

Setting	What it does
Steps	Adds Open a page, Sign in, Type into a field, Choose an option, Click, Wait for something, Wait for a table, Wait for a download or Take a screenshot.
What it brings back	Maps downloaded files or screenshots to record fields.
Fail the job after	Sets when the browser job ends.

Integration

Runs an action from an Integration hub connection.

INTEGRATION_STEPAdd-on · Integration hub

Connect

Outputs

• Next

Settings

Setting	What it does
App	Chooses the connected provider.
Connection	Chooses a saved connection.
What should it do?	Chooses an action.
Details	Maps action inputs.
What you get back	Names or maps action output.