Workflow action reference
Use workflow actions when a task needs repeatable processing or a concrete output artifact.
Before you begin
- Build and save the workflow.
- Identify which previous step produces the content the action should use.
- Confirm required integrations are configured.
- Run the workflow manually before scheduling it.
Step types
| Step type | Purpose |
|---|---|
| Plan | Break a goal into an ordered plan or use a manual plan. |
| Ask | Collect missing information or clarify assumptions. |
| Agent | Generate content, analysis, documents, or document packs. |
| Condition | Branch based on text, status, or prior output. |
| Action | Create artifacts, update systems, or call configured integrations. |
| Join | Merge branches before the workflow continues. |
Common actions
| Action | Use for |
|---|---|
| Generate document | Create a structured document from a prompt and context. |
| Package document pack | Create a ZIP containing one document per generated item. |
| Create ticket note | Add prepared output to a connected ticketing workflow. |
| Export table | Produce CSV or document output from structured content. |
| Continue in chat | Move a completed output into an interactive conversation. |
Add an action step
- Open the workflow builder.
- Add an Action step after the source step.
- Choose the action category.
- Select the source output.
- Configure the action fields.
- Save the workflow.
- Run the workflow manually.
- Review the action result in run history.
Expected result: the action runs from a known source output and creates the expected artifact or integration update.
Design guidance
- Keep each step narrow.
- Use one step for one responsibility.
- Name outputs clearly.
- Test the workflow with a small sample before running large document packs.
- Put Action steps after review or quality-check steps when the output is customer-facing.
Tips
- Keep names, prompts, and configuration values specific to the task you are performing.
- Check role, subscription, region, and tenant policy when a feature is not visible.
Troubleshooting
| Problem | What to check |
|---|---|
| Action is unavailable | Confirm the integration or export type is enabled for the tenant. |
| Action ran with the wrong content | Check the selected source step output. |
| Document pack export is incomplete | Confirm the Agent step generated separate documents before the export action. |
| Ticket update failed | Confirm the ticket integration is connected and the selected ticket is still accessible. |