Reference

The complete catalog of triggers, steps, and modules — generated automatically from the skill registry, so it never drifts from the product.

Triggers

• Event — Run automatically when an internal platform event fires.
• Manual — Run a workflow on demand from the Automations page.
• Schedule (Cron) — Run on a recurring schedule using a cron expression and timezone.
• 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 channel: inline. 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.
• For each — Loop over a list, running the body once per item (sequential).
• Merge — Reconnect branch arms back into one path (pass-through).
• 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 Slack — Post a message to a Slack channel or thread via the connected Slack integration.
• 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 Note — Append a note to a contact, company, or deal (polymorphic).
• Ask AI — Send a prompt to an LLM and get a typed response (text, int, float, bool, JSON, enum).
• Checklist status — Read a record’s checklists: per-check state, gate blockers, and completion.
• 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 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 email → name).
• Create Deal — Create a deal on a company; snapshots FX rate against the main currency at creation time.
• Create Record — Add a row to a custom table, with values validated against its columns.
• Create Task — Create a task and optionally link it to a contact, company, or deal.
• Extract Proposal Field — Extract one requirement value from a proposal PDF using PyMuPDF text extraction and an LLM structured call.
• 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).
• 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 Record — Fetch one custom-table row by its record_id.
• HTTP Fetch — Make an outbound HTTP request and return the response body.
• Launch checklist — Launch a checklist template (a bundle of checklists) onto a record.
• 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 Deals — List deals filtered by stage kind, stage, company, or owner.
• List Records — List rows from a custom table; returns an array for downstream map steps.
• List Tasks — List tasks with optional filters by status, assignee, or linked contact, company, or deal.
• 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.
• Reopen check — Reset a satisfied/waived/N-A check back to pending.
• Satisfy check — Mark a check satisfied (document/photo checks require evidence).
• Scout Capture — Capture a photo through a paired Scout device; the frame lands in Memory.
• Scout Speak — Speak text aloud through a paired Scout device (fire-and-forget).
• Send Email (module) — Thin module wrapper around core/mail/ — use the send_email step for new workflows.
• Skip check (N/A) — Mark a check not applicable to this record (clears the gate).
• Update Company — Update one or more fields on a company. Pass a ‘fields’ dict (preferred) or use legacy field/value for a single update. Allowed fields: name, domain, website.
• Update Contact — Update one or more fields on a contact. Pass a ‘fields’ dict (preferred) mapping field names to values, or use legacy field/value for a single update. Allowed fields: name, email, phone, title, company_id.
• Update Deal — Update one or more fields on a deal. Pass a ‘fields’ dict (preferred) or use legacy field/value for a single update. Allowed fields: name, company_id, primary_contact_id, value_amount, value_currency, expected_close_date, owner_actor_id. Use crm_deal_move_stage to change stage.
• Update Record — Patch a custom-table row’s values by record_id.
• 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.