Modules

Every module available to Routario automations and agents.

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.