Workflow actions are the building blocks of a workflow. Each action performs a specific function, such as interacting with employees, calling an integration, evaluating conditions, or transforming data.
Every workflow begins with a single Start action. Other actions are added from the Actions palette in the workflow designer.
For guidance on choosing the right action, see Understand workflow actions.
Action categories
| Category | Actions |
| Workflow | Start |
| Conversation | Agent |
| Integrations | Run Tool |
| Logic | Condition |
| Flow control | Wait, Process List |
| Data | Transform, Set State |
| Events | Send Event |
| Documentation | Note |
Actions
| Action | Purpose | Typical uses | Produces | Notes |
Start Starts a workflow and defines how each workflow run begins. | Configure the workflow trigger and define the input data available to later actions. |
| Workflow inputs |
|
Agent Interacts with employees using conversational AI. | Collect information, answer questions, explain next steps, and use approved tools during a workflow. |
| Configured output fields. |
|
Run Tool Calls an integration or API. | Perform work in another system without interacting with the employee. |
| Configured output fields. |
|
Wait Pauses a workflow until it can continue. | Delay execution or wait for external activity. |
| Optional outputs, depending on the wait type. |
|
Condition Routes a workflow based on an expression. | Evaluate workflow data and determine which path to follow. |
| True or False execution paths. |
|
Process List Repeats a sequence of actions for each item in a collection. | Execute the same child actions for every item in a list. |
| Outputs from child actions. |
|
Transform Creates or reshapes workflow data. | Prepare data before another action uses it. |
| Configured output fields. |
|
Set State Stores values for later actions. | Create workflow state variables that remain available throughout the workflow run. |
| State variables. |
|
Send Event Publishes an event. | Notify another workflow or external system that an event has occurred. |
| Event payload. |
|
Note Adds documentation to the workflow canvas. | Explain workflow logic or provide guidance for other designers. |
| No runtime output. |
|