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AutomationsActionsOverview

Actions

Actions are the steps that run after the trigger. They do the work: call AI, send messages, create records, run sub-workflows, and more.

How actions work

  • Each step has inputs (configuration and data, often including variables from the trigger or earlier steps) and outputs (results you can use in later steps).
  • Steps run in order. You reference previous outputs with variables (e.g. #StepName.field#). See Variables.

Action categories

  • AI — Generate text, images, extract information, summarize, classify, generate structured data, use an Assistant.
  • Data / Search — Web search, news search, Knowledge Base search, scrape webpages, web research, RSS, browsing agents.
  • Email & calendar — Send email (Decoder or Gmail/Office365), drafts, retrieve emails, calendar events.
  • Documents — Generate PDF, Word, documents from templates, Excel from template.
  • Human-in-the-loop — Slack approval, email approval, content reviews.
  • Workflow control — Run a workflow, wait for workflow runs, conditional paths (PATHS), iterators (ITERATOR), end workflow.
  • Utilities — Create list, create constant, strip HTML, Freemarker template.
  • Integrations — Airtable, Apollo, Avoma, Fireflies, Gmail, Google Calendar, Google Docs, Google Drive, Google Sheets, Google Slides, HubSpot, Late, LinkedIn, OneDrive, Office365, Slack, Todoist, Unsplash, YouTube, Zendesk, and more.

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