Reference

The complete catalog of triggers, steps, modules and board tiles — generated automatically from the product’s registries, so it never drifts from the product.

Triggers

• Event — Run automatically when an internal platform event fires.
• Incoming email — Fire when an email arrives at your workspace inbox address, optionally filtered by recipient (To) and by sender.
• Manual — Run a workflow on demand from the Automations page.
• Schedule (Cron) — Run on a recurring schedule using a cron expression and timezone.
• Something lands in memory — Run when a document, email or note lands in memory — only for the ones that came from where you say and are the file types you say.
• Webhook — Start a workflow via an inbound HTTP POST with optional secret validation.

Steps

• Ask a person — Pause execution and ask a human actor for input. response_type: text (default), int, float, bool, choice, acknowledge, date, time, datetime, image, pdf, file. File types require an on-canvas channel: inline or modal. Set auto_approve to resolve unattended without waiting.
• Branch — Conditional yes/no routing — evaluate a condition and follow one arm.
• Checkpoint — Wait until several conditions are met (all or any), with a timeout.
• Code — Run a small sandboxed Python transform over declared inputs to declared outputs.
• Confirm changes — Pause the flow and surface a confirm card in the inbox for a human to review. The run resumes after the human confirms, edits, or declines. Use {{ label.decision }} to branch on the outcome.
• For each — Loop over a list, running the body once per item (sequential).
• Merge — Reconnect branch arms back into one path (pass-through).
• Run agent — Invoke an agent’s full act-and-report loop and surface its RunResult (state / response / outputs / run_id) in context.
• Run flow — Invoke another workflow as a sub-runnable and surface its RunResult (state / outputs / run_id) in context.
• Send email — Send an email through the best connected account (Gmail / Microsoft 365 / Resend).
• Send notification — Create a bell-panel notification visible to the actor or the whole instance.
• Send pop-up — Show an ephemeral in-app modal readout to the person running the flow.
• Send Slack — Post a message to a Slack channel or thread via the connected Slack integration.
• Send Teams — Post a card to a Microsoft Teams channel or person.
• Send webhook — Fire an outbound HTTP request to an external URL.
• Set values — Assign, rename, or compute context variables without calling a module.
• Switch — Value-dispatch — route one value into N case arms plus a default.
• Wait — Pause execution for a duration, until a timestamp, or until an event fires.

Modules

• Add Dashboard Tile — Put a chart, a saved view or a text note on a dashboard, full-width below what is already there.
• Add Invoice Line — Add a line to a DRAFT invoice — from the catalog, or a bespoke one.
• Add Note — Append a note to a contact, company, or deal (polymorphic).
• Add Person to Deal — Put a contact on a deal, optionally in a role (Decision maker, Champion…).
• Ask a person — Pause this run and ask a human a question. The run parks until someone answers, then continues with the answer in context.
• Ask AI — Send a prompt to an LLM and get a typed response (text/int/float/bool/JSON/enum); pass one or several images to describe or analyse them (vision); turn on web search to answer from current pages and get the sources.
• Ask Data Product — Ask one data product a question in plain words. It answers with rows, never prose: each row carries its row_id, trust level and owner, plus the filter the question was turned into.
• Attach Document — File a document on a deal, company or contact — inline bytes or a Memory id.
• Calendar (iCal) — Fetch an iCalendar (.ics / webcal) feed and return its events as structured rows.
• Capture from Scout — Capture a photo through a paired Scout device; the frame lands in Memory.
• Check WooCommerce coupon — Is this coupon code real, still live, and usable right now.
• Check WooCommerce stock — Is this part in stock, how many, what does it cost, what is it, and where can the customer order it.
• Checklist status — Read a record’s checklists: per-check state, gate blockers, and completion.
• Classify — Pick exactly one category from a declared list to label a piece of free text. Wraps the Ask AI engine with enum mode so the answer is guaranteed to be one of the inputs.
• Clear Table — Empty a custom table — delete all of its rows.
• Complete Task — Mark a task as done. Shortcut for update_task with status=done.
• Compress — Compress a file (PDF or image) using a provider-abstracted pipeline. Returns metadata about the result.
• Create Chart — Make a chart over one table — any shape the chart editor offers, from bars to a price range.
• Create Company — Create a company or return the existing one (idempotent on domain → name).
• Create Contact — Create a contact or return the existing one (idempotent on name).
• Create Dashboard — Make a new, empty dashboard to put charts, maps and table views on.
• Create Deal — Create a deal on a company; snapshots FX rate against the main currency at creation time.
• Create Expense Draft — Record a supplier invoice or receipt as a draft — editable until a person confirms it.
• Create Invoice Draft — Start an invoice as a draft — no number, no obligation, editable until a person issues it.
• Create Lead — A lead in one go: the company, the person and the deal, each matched to what already exists before anything is made.
• Create Map — Put a table’s rows on a map, one pin per row, each opening to the row’s details.
• Create Record — Add or update a row in a custom table, validated against its columns.
• Create Table View — Save a new view of a table — the rows it lists, filtered, sorted and capped.
• Create Task — Create a task and optionally link it to a contact, company, or deal.
• Deal Reference Data — This workspace’s deal stages, lead sources and stakeholder roles.
• Delete Record — Delete targeted rows from a custom table — by record id, or by table + filter.
• Detach Document — Take a filed document off its record. The document stays in Memory.
• Extract — Turn an unstructured source (scanned/digital PDF, image, or free text) into typed fields with per-field confidence, driven by a reusable extraction recipe.
• Find Company — Find a company by name or email domain.
• Find Contact — Find a contact by email or name.
• Find Deal — Fetch a deal by ID or by (company_id + name).
• Find WooCommerce order — Look up a customer’s order by order number or e-mail — status, payment state, what they bought, and carrier plus tracking number when the shop records them.
• Flag for review — Park an extraction on /inbox for a human to confirm or dismiss, instead of writing it (or in addition to a row that already exists).
• Format — Render a Jinja2 template string against the current context and write the result to a named key.
• Geocode — Resolve a place name to latitude, longitude, timezone, and display label using Open-Meteo geocoding.
• Get memory item — Read a memory item (a dropped note or document) and the people / companies it mentions, by id.
• Get Record — Fetch one custom-table row by its record_id.
• Get Zendesk ticket attachments — Pull a ticket’s attachments onto local disk — the customer’s photo, ready to read.
• HTTP Fetch — Make an outbound HTTP request and return the response body.
• Ingest into Table — Land an extracted document into a table using the table’s bound ingestion recipe — field map, provenance, and idempotent upsert applied.
• Launch checklist — Launch a checklist template (a bundle of checklists) onto a record.
• List Attachments — The documents filed on a deal, company or contact.
• List Companies — Search and list companies; returns an array for downstream map-steps.
• List Contacts — Search and list contacts; returns an array for downstream map-steps.
• List Dashboards — The dashboards that exist — id, slug, title and how many tiles each holds.
• List Data Products — List the workspace’s data products: what each one answers, who owns it, example questions and what its columns mean.
• List Deals — List deals filtered by stage kind, stage, company, or owner.
• List Expenses — Supplier invoices and receipts — supplier, number, dates, total and status.
• List files (storage) — List files/folders on a connected storage server.
• List Invoices — Invoices and drafts — id, number, buyer, status and total, drafts first.
• List Memory Items — Browse memory items by arrival date and type, as cheap fingerprint rows.
• List Notes — The notes on a contact, company or deal, newest first.
• List Records — List rows from a custom table; returns an array for downstream map steps.
• List Table Views — List a table’s saved views — what each one filters to, how it sorts, which columns it shows.
• List Tasks — List tasks with optional filters by status, assignee, linked contact/company/deal, deadline, or date range.
• List WooCommerce categories — The shop’s own product categories — the ranges and families it files products under, with their ids and parents.
• List WooCommerce coupons — Every coupon in the shop, newest first — what’s live, expired or spent.
• List WooCommerce orders — Orders matching a filter — by status, date range, customer or product.
• List WooCommerce products — Products matching a name search, an exact SKU, a category or a stock state — what’s available, what’s out.
• Listen via Scout — Record a short audio clip through a paired Scout device; the clip lands as temporary evidence.
• Look up a business — Resolve a registration number to the registered business, and follow the ownership chain from a project company up to the group behind it.
• Look up a catalogue item — Find a product in the workspace’s own catalogue by name or code, without calling the shop.
• Look Up Data Product — Look rows up in a data product by an exact filter (equals, not, contains, has, in, wildcard). Every row comes back with its row_id, trust level and owner.
• Measure draft edit effort — Grade a draft by how much a person typed to send it
• Memory fetch file — Resolve a memory item’s stored file to a local path.
• Move Deal Stage — Move a deal to a new pipeline stage; stamps closed_at when the target kind is won or lost.
• OCR — Extract structured fields from a document image using the configured OCR provider.
• Post Zendesk internal note — Put a drafted reply on a Zendesk ticket as an internal note — agents see it, the customer never does.
• Propose change — Propose a CRM deal-graph change for a person to review, instead of applying it directly.
• Propose Data Product Row — Propose a row or fix to a data product; its owner confirms. The only way agents add knowledge
• Read dashboard — Pull a dashboard’s tiles as data — every chart’s numbers, every table tile’s rows, plus a link to the board.
• Read Deal — Everything already on a deal: company, people, notes, tasks, documents, link.
• Read EU funding calls — Read the EU Funding & Tenders portal: open and forthcoming calls for proposals and the EU institutions’ own tenders, with what one grant is worth.
• Read file (storage) — Pull one file from connected storage onto local disk.
• Read official noticeboards — Read the workspace’s watchlist of municipal official noticeboards and return the notices whose titles match what you are watching for, each with its document stored in Memory.
• Read public tenders — Read public buyers’ tenders: deadline, documents, winner and price, open tenders’ documentation stored in Memory.
• Read spreadsheet — Read rows from an .xlsx, .xlsm, or .csv file into structured records.
• Read the contracts register — Read what Czech public bodies actually bought: every published contract over 50 000 CZK, with the buyer, the supplier and the price.
• Read the customer’s turn on a Zendesk ticket — What the customer is waiting on, whether to draft, and whom to greet — read off a Zendesk ticket’s thread.
• Read the EIA register — Read the Czech environmental-impact register and return the residential developments still recent enough to approach, each with the investor’s name and registration number.
• Read Zendesk ticket — Read a ticket’s fields and full comment thread — what the customer asked and what the team actually sent.
• Read Zendesk ticket fields by name — Resolve a ticket’s custom fields by their human name, so an instance swap doesn’t break the flow.
• Remove Dashboard Tile — Take a tile off a board — by position, naming what you believed was there.
• Remove Person from Deal — Take a contact off a deal. Nothing is deleted; they can be added back.
• Render document — Render markdown into a branded A4 PDF and store it in Memory, returning a document id ready to attach or share.
• Reopen check — Reset a satisfied/waived/N-A check back to pending.
• Satisfy check — Mark a check satisfied (document/photo checks require evidence).
• Save to memory — Store an uploaded file, inline base64 bytes, OR raw text durably as a memory item, optionally linked to a source document.
• Send Email (module) — Thin module wrapper around core/mail/ — use the send_email step for new workflows.
• Set volume on Scout — Set the output volume on a paired Scout device (fire-and-forget).
• Skip check (N/A) — Mark a check not applicable to this record (clears the gate).
• Snapshot dashboard — Render every tile of a dashboard to an image and return markdown ready for Render document.
• Speak via Scout — Speak text aloud through a paired Scout device (fire-and-forget).
• Speech to Text — Transcribe audio to text via Groq Whisper (or OpenAI Whisper fallback).
• Sync catalogue from shop — Mirror the connected shop’s categories and attributes onto the workspace catalogue as facets — what each product fits, and how it is filed.
• Sync to Table — Upsert a batch of rows into a custom table — match-and-update by key, no duplicates.
• Text to Speech — Synthesize speech audio from text via OpenAI TTS. Returns base64-encoded MP3.
• Update Chart — Change an existing chart — its shape, its axis, its series, how it reads.
• Update Company — Update one or more fields on a company via a ‘fields’ dict. Allowed fields: name, domain, website.
• Update Contact — Update one or more fields on a contact via a ‘fields’ dict. Allowed fields: name, email, phone.
• Update Deal — Update one or more fields on a deal via a ‘fields’ dict. Allowed fields: name, company_id, primary_contact_id, value_amount (one-time amount), value_monthly (recurring amount per month), value_currency, expected_close_date, owner_actor_id. The workspace’s own fields go in a ‘custom’ dict by name. Use crm_deal_move_stage to change stage.
• Update Record — Patch a custom-table row by record_id, or every row a filter matches.
• Update Table View — Change what a saved view shows — its filters, its sort, its columns, how it renders.
• Update Task — Update one or more fields on an existing task.
• Waive check — Waive a check with a required reason (override a control that was needed).
• Weather — Fetch current weather and 24-hour forecast for a lat/lon location. Writes a human-readable headline + report, plus atomic outputs (temp_now, will_rain_today, peak_rain_pct_24h, tomorrow_min_c/max_c, today_rain_mm) the drafter can compose conditions on.
• Web Search — Search the web via the Brave Search API and return a list of results.

Board tiles

• Bars, side by side — One bar per series in each slot along the bottom, standing next to each other.
• Bars, horizontal — One bar per category running left to right, the names down the left and each value at its bar’s end — longest first.
• Bars, stacked — The series in each slot are stacked into one column, so its height is their total.
• Bars, horizontal, stacked — One bar per category running left to right, its series stacked end to end so the bar is their total — names down the left, the total at the bar’s end, longest first.
• Line — One line per series across the slots along the bottom.
• Area — A line with the space under it filled in.
• Area, stacked — Filled areas stacked on each other, so the top edge is the total over time.
• One number — A single figure for the whole table — a count, a sum or an average — with no axis.
• Funnel — Steps drawn top to bottom, each narrower than the last, with the drop between them.
• Pie — Shares of one whole as wedges of a circle.
• Timeline (when things happened) — Each row drawn as a bar from its start to its end, one lane per row — a Gantt chart.
• How many at once — How many rows were in progress at each moment, stepped along a time axis.
• Range (dot and whisker) — For each slot along the bottom and each series, a dot at the average of a number column and a whisker from its smallest to its largest value — a price ladder.
• Map — The table’s rows as pins on a map, each opening to the row’s details.
• Table — A saved view of the table’s rows — filtered, sorted and capped — printed as a list.
• Note — Text written on the board itself — a heading, an explanation, a caveat.
• Chart settings