Modules

Every module available to Routario automations and agents.

Add Note — Append a note to a contact, company, or deal (polymorphic).
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 an image reference to describe or analyse a picture (vision).
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.
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 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 Deal — Create a deal on a company; snapshots FX rate against the main currency at creation time.
Create Record — Add or update a row in a custom table, validated against its columns.
Create Task — Create a task and optionally link it to a contact, company, or deal.
Delete Record — Delete targeted rows from a custom table — by record id, or by table + filter.
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).
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.
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 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 files (storage) — List files/folders on a connected storage server.
List Memory Items — Browse memory items by arrival date and type, as cheap fingerprint rows.
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, linked contact/company/deal, or date range.
Listen via Scout — Record a short audio clip through a paired Scout device; the clip lands as temporary evidence.
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.
Propose change — Propose a CRM deal-graph change for a person to review, instead of applying it directly.
Read file (storage) — Pull one file from connected storage onto local disk.
Read spreadsheet — Read rows from an .xlsx, .xlsm, or .csv file into structured records.
Reopen check — Reset a satisfied/waived/N-A check back to pending.
Satisfy check — Mark a check satisfied (document/photo checks require evidence).
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).
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 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 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, 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.