Steps

Every step type in the add-step dialog. The step reference has the same list in short.

Every step has a Settings tab:

• Step name: how the step appears on the diagram and in runs.
• Enable retry: try again after a temporary error. Set Maximum retries and how long to wait before retrying.
• Step timeout: how long the step may run, in seconds. Leave it empty for the default of 30 seconds.

Invoke tool

Runs an action: a built-in tool like Current Time, or one from an app connected to the project, like Google Sheets.

1. On Configure, choose Select an available action and search for the action.
2. On Inputs, fill in the action’s fields. For each field, type a value or choose Use a workflow input or step result.

Tools the agent can use but workflows can’t yet are marked Agent only.

Edit input as JSON, under the fields, shows the action’s whole input as JSON. See Advanced JSON.

The HTTP request action has its own form: Request method, Request URL, Request headers, URL parameters, Request body and Connection, the saved login it uses to authenticate.

For Google Sheets actions, see Google Sheets.

Calculation

Works out one value from earlier data with a formula and keeps it for later steps. Type {{ or press Ctrl+Space to choose an input or earlier result.

The panel shows what the step stores, like Stores: Number. Later steps read the value as result.

Log

Writes a message to the run’s log, with optional data. Use it to record what happened at a point in the workflow.

Set variables

Saves values into workflow variables. Each Assignment has a Variable name and a Value.

• Assignments run top to bottom, so a later one can read a variable an earlier one set.
• Each variable can appear once per step.
• Use Move up and Move down to reorder them.

You can also save any step’s output to a variable from that step’s Outputs tab. See Inputs, outputs and variables.

Classify

Asks AI to put text into one of the classes you define, then follows that class’s exit.

• What to classify: the text to read. Choose it with Input/Variable or Calc.
• Instructions (optional): extra guidance for the choice.
• Classes: at least two. Give each a Name and a Description of what belongs in it.

Each class gets its own exit on the diagram. There are two more:

• Matched: runs when the chosen class’s exit isn’t connected.
• No match: runs when the text fits none of your classes.

Only one exit runs. An exit with nothing connected ends that path. Later steps read the chosen class as class.

Extract

Asks AI to pull named fields out of text.

• Extract from: the text to read, chosen with Input/Variable or Calc.
• Fields to extract: for each field, a Name, a Description of how to find it, and a Type: Text, Number, Yes/no, Date or One of a list. For One of a list, enter the Choices separated by commas.
• Required: if a required field can’t be found, the step fails and says which. A missing optional field comes back empty.

Each field becomes an output of the step.

Transform

Builds named outputs from earlier data. Each Output row has an Output name and a value: picked, typed or calculated. See Pick, type or calculate a value.

Choose Advanced JSON to write the whole result as JSON instead, for nested data or lists. See Advanced JSON.

Wait

Pauses the run. Pick a Wait kind:

• Approval: pause until someone approves or denies this step. Set the Approval message and how long to Wait for approval up to.
• Timer: pause for a set time, in Wait for.
• Event: pause until a named outside event arrives. Set the Event name.

Waits can last up to 168 hours, unless support has changed your limit. A waiting run doesn’t count toward its active run time.