Feature guide

Workflows

Design durable automations that coordinate systems, data, documents, people, and agents.

On this page

Overview Core concepts Before you start Use cases

Actions

Triggers

Task Created Task Received Task Submitted Task Updated Task Completed Task Rejected Workflow Error Workflow SLA Policy Review Policy Executed Form Submitted Data Table Event Kanban Event Document Event Document Folder Event Middleware Schedule Webhook

Flow control

Branch by Condition Branch by Value Loop For Each Loop N Times Pause for Duration Pause Until Date End Workflow Go To Activity Parallel / Sequential

Collection operations

Count Items Get Item Filter Collection Sort Collection Remove Duplicates Join to Text

Canvas and reusable sections

Section Live Reference

Instructions

Build an approval workflow with an external system update

Complete feature description

Understanding workflows in UserTasks

Workflows are the orchestration layer of UserTasks. A workflow listens for a business event, carries a typed runtime context, and executes a graph of automated and human activities until the process completes, pauses, or fails. The visual definition is more than a diagram: every node corresponds to executable behavior with persisted inputs, outputs, status, timing, and error attribution.

A workflow can stay entirely inside UserTasks or coordinate external systems through integration references, HTTP requests, documents, data tables, agents, email, messages, and server events. Human work is represented by a User Task, which creates a real tracked task and pauses the workflow until the configured completion rule is satisfied.

Definitions and runtime runs are separate. Designers can improve and publish the process while operators inspect queued jobs, active runs, node results, retries, variables, SLAs, and failures. This separation makes workflows suitable for durable operational processes rather than short-lived browser automation.

When to use this feature

A process has multiple steps, systems, decisions, or owners.
Work must pause for approval, evidence, or another external event.
You need retries, schedules, SLAs, history, or error recovery.
The same process should behave consistently regardless of who initiates it.

What you can build

Approval and exception processes
Employee or customer onboarding
Scheduled reconciliation and synchronization
Document generation and review
Incident response and SLA escalation
API-driven middleware and webhook processing

Production design notes

Keep reusable external calls in Integration References instead of duplicating raw HTTP configuration.
Model rejection, timeout, no-match, and downstream-error paths explicitly.
Use sub-workflows for stable reusable subprocesses and decision tables for frequently changing policy logic.
Name output variables for their business meaning and avoid relying on generic response variables across many nodes.

Core concepts

Triggers

Every workflow starts from a task, form, data, document, kanban, webhook, schedule, SLA, retention, or error event.

Variables and expressions

Move values between nodes with {{variable}} expressions, trigger context, mapped outputs, and user-defined variables.

Durable execution

Runs use a queue with node-level history, retries, error attribution, schedules, pauses, and SLA monitoring.

Human-in-the-loop

User tasks pause execution for assignment, form completion, outcomes, reminders, escalation, or redirect.

Before you start

Have these permissions, assets, and design decisions ready.

Permission to create workflows
A known trigger event
The data and external references needed by the process
A clear success, failure, and human-exception path

Detailed input and result reference

These are the values designers configure and the results available after execution. Exact fields can vary by operation, but the runtime contract follows these patterns.

Branch by Condition

Evaluate one or more rules and route execution to the matching branch.

Inputs

branchesarrayrequired

Ordered If / Else If groups containing AND or OR rules.

fieldexpressionrequired

Workflow value being evaluated.

Example: {{task.priority}}

operatorcomparisonrequired

Equals, contains, greater than, is empty, and other supported operators.

valueexpression or literal

Right-hand comparison value.

Expected results

selected branchedge

Only the matching branch is executed.

matchedboolean

Whether a configured rule group matched.

User Task

Create assigned human work and pause until an eligible outcome resumes the workflow.

Inputs

task_titleexpressionrequired

Title shown in inboxes, queues, and tracking.

task_descriptionexpression

Instructions for the assignee.

assignmentuser or teamrequired

Direct assignee, team, or queue-based assignment.

form_template_idUUID

Optional form used to collect structured completion data.

outcomesarray

Allowed decisions such as Approve, Reject, or Request changes.

due date / reminders / escalationconfiguration

Timing and overdue behavior.

notification_template_idUUID

Email-template subject and plain text used for the assignment notification.

Expected results

user_task_idUUID

Created task identifier.

event_idstring

Paused server event used to resume execution.

outcomestring

Selected completion outcome.

task.data.*values

Submitted form fields and task completion data.

Runtime behavior

The workflow pauses until completion rules are satisfied.
Reminders and escalation remain active while the task is open.
Live permissions and tenant membership control who can act.

Call API / Reference

Execute a reusable integration operation with mapped workflow inputs and outputs.

Inputs

reference_idUUIDrequired

Selected integration reference.

input_mappingsobject

Maps each reference input to literals or workflow expressions.

output_mappingsobject

Maps named reference outputs to workflow variables.

Expected results

statusnumber

External response status.

responseJSON | text

Full response body.

mapped variablesvalues

Selected response values stored in the workflow context.

Data

List, retrieve, insert, update, or delete rows in a custom data table.

Inputs

table_idUUIDrequired

Target custom table.

operationlist | get | insert | update | deleterequired

Database operation.

filters / row IDconfiguration

Selection criteria for list, get, update, or delete.

field mappingsobject

Values written for insert or update.

Expected results

rowsarray

Rows returned by list.

rowobject

Record returned by get.

row_idUUID

Identifier created or changed by mutation.

row_countnumber

Number of returned rows.

Decision Table

Evaluate ordered business rules and return structured outputs.

Inputs

decision_table_idUUIDrequired

Published or saved decision table.

input_mappingsobjectrequired

Maps each table input key to a workflow value.

Expected results

matchedboolean

Whether a rule matched.

outputsobject

All outputs from the selected rule.

output variablesvalues

Each configured output is available by key.

Send Email

Send an HTML email using custom content or a reusable tenant template.

Inputs

toemail expressionrequired

One address or comma-separated recipients.

email_template_idUUID

Optional reusable subject and HTML body.

subject / bodyexpressions

Used when no template is selected.

from / reply_toemail

Optional sender overrides.

Expected results

sentboolean

True after provider acceptance.

email_idstring

Email-provider message identifier.

tostring | array

Resolved recipients.

Run Agent

Execute a governed AI agent and map structured outputs into the workflow.

Inputs

agent_idUUIDrequired

Agent definition to run.

prompt / inputsexpressionsrequired

Runtime request and configured input fields.

referencesasset mappings

Optional workflow assets made available for the run.

Expected results

responsestring | object

Agent final response.

structured outputsvalues

Configured agent output fields.

run artifactsrecords

Generated files and referenced assets.

tracerecord

Tool calls, usage estimates, and execution history.

Call Sub Workflow

Run another workflow as a reusable subprocess.

Inputs

workflow_idUUIDrequired

Child workflow.

input_mappingsobject

Values supplied to the child variables.

Expected results

sub_workflow_resultsobject

Child node results.

sub_workflow_variablesobject

Final child variables returned to the parent.

Step-by-step implementation guides

Build an approval workflow with an external system update

Expected outcome: A submitted request is evaluated, approved by a manager, written to an external system, and confirmed by email.

1
Choose Form Submitted trigger
Select the published request form and expose its fields as trigger variables.
Result: Every valid submission creates a queued workflow run with form context.
2
Evaluate policy
Add Decision Table and map amount, department, and request type.
Result: The workflow receives approval_level and risk outputs.
3
Create manager task
Add User Task, map the manager, bind a review form, configure outcomes and an SLA.
Result: Execution pauses while the assignee receives tracked work.
4
Branch on outcome
Use Branch by Value on the task outcome.
Result: Approved and rejected paths are explicit and independently auditable.
5
Update external system
Call a REST reference and map the submission plus approval result.
Result: The external record is updated and its ID becomes a workflow variable.
6
Confirm completion
Send Email with the tenant template and include the external record ID.
Result: The requester receives a branded message and the run completes with full history.

Actions and capabilities

What designers and operators can do in this product area.

Triggers

Choose how a workflow run starts and which event data enters its context.

Triggers

Task Created

When a new task is created

Configuration inputs

Select the source event and asset, where applicable.
Add event filters so only intended records start a run.
Review the trigger variables available to downstream activities.

How to use it

1.Drag Task Created from the triggers group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

A new workflow run with trigger metadata and source values.
Trigger variables available to expressions and mappings.

Triggers

Task Received

When a task lands in the queue

Configuration inputs

Select the source event and asset, where applicable.
Add event filters so only intended records start a run.
Review the trigger variables available to downstream activities.

How to use it

1.Drag Task Received from the triggers group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

A new workflow run with trigger metadata and source values.
Trigger variables available to expressions and mappings.

Triggers

Task Submitted

When a task is accepted

Configuration inputs

Select the source event and asset, where applicable.
Add event filters so only intended records start a run.
Review the trigger variables available to downstream activities.

How to use it

1.Drag Task Submitted from the triggers group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

A new workflow run with trigger metadata and source values.
Trigger variables available to expressions and mappings.

Triggers

Task Updated

When a task is modified

Configuration inputs

Select the source event and asset, where applicable.
Add event filters so only intended records start a run.
Review the trigger variables available to downstream activities.

How to use it

1.Drag Task Updated from the triggers group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

A new workflow run with trigger metadata and source values.
Trigger variables available to expressions and mappings.

Triggers

Task Completed

When a task is completed

Configuration inputs

Select the source event and asset, where applicable.
Add event filters so only intended records start a run.
Review the trigger variables available to downstream activities.

How to use it

1.Drag Task Completed from the triggers group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

A new workflow run with trigger metadata and source values.
Trigger variables available to expressions and mappings.

Triggers

Task Rejected

When a task is rejected from the queue

Configuration inputs

Select the source event and asset, where applicable.
Add event filters so only intended records start a run.
Review the trigger variables available to downstream activities.

How to use it

1.Drag Task Rejected from the triggers group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

A new workflow run with trigger metadata and source values.
Trigger variables available to expressions and mappings.

Triggers

Workflow Error

When any workflow fails with an error

Configuration inputs

Select the source event and asset, where applicable.
Add event filters so only intended records start a run.
Review the trigger variables available to downstream activities.

How to use it

1.Drag Workflow Error from the triggers group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

A new workflow run with trigger metadata and source values.
Trigger variables available to expressions and mappings.

Triggers

Workflow SLA

When a workflow SLA is nearing or breached

Configuration inputs

Select the source event and asset, where applicable.
Add event filters so only intended records start a run.
Review the trigger variables available to downstream activities.

How to use it

1.Drag Workflow SLA from the triggers group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

A new workflow run with trigger metadata and source values.
Trigger variables available to expressions and mappings.

Triggers

Policy Review

When a retention policy review becomes due

Configuration inputs

Select the source event and asset, where applicable.
Add event filters so only intended records start a run.
Review the trigger variables available to downstream activities.

How to use it

1.Drag Policy Review from the triggers group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

A new workflow run with trigger metadata and source values.
Trigger variables available to expressions and mappings.

Triggers

Policy Executed

When a retention policy action such as purge is executed

Configuration inputs

Select the source event and asset, where applicable.
Add event filters so only intended records start a run.
Review the trigger variables available to downstream activities.

How to use it

1.Drag Policy Executed from the triggers group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

A new workflow run with trigger metadata and source values.
Trigger variables available to expressions and mappings.

Triggers

Form Submitted

When a public form is submitted

Configuration inputs

Select the source event and asset, where applicable.
Add event filters so only intended records start a run.
Review the trigger variables available to downstream activities.

How to use it

1.Drag Form Submitted from the triggers group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

A new workflow run with trigger metadata and source values.
Trigger variables available to expressions and mappings.

Triggers

Data Table Event

When a data table row is created, updated, or deleted

Configuration inputs

Select the source event and asset, where applicable.
Add event filters so only intended records start a run.
Review the trigger variables available to downstream activities.

How to use it

1.Drag Data Table Event from the triggers group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

A new workflow run with trigger metadata and source values.
Trigger variables available to expressions and mappings.

Triggers

Kanban Event

When a Kanban board or item event occurs

Configuration inputs

Select the source event and asset, where applicable.
Add event filters so only intended records start a run.
Review the trigger variables available to downstream activities.

How to use it

1.Drag Kanban Event from the triggers group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

A new workflow run with trigger metadata and source values.
Trigger variables available to expressions and mappings.

Triggers

Document Event

When a document is created, updated, or deleted

Configuration inputs

Select the source event and asset, where applicable.
Add event filters so only intended records start a run.
Review the trigger variables available to downstream activities.

How to use it

1.Drag Document Event from the triggers group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

A new workflow run with trigger metadata and source values.
Trigger variables available to expressions and mappings.

Triggers

Document Folder Event

When a document folder is created, updated, or deleted

Configuration inputs

Select the source event and asset, where applicable.
Add event filters so only intended records start a run.
Review the trigger variables available to downstream activities.

How to use it

1.Drag Document Folder Event from the triggers group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

A new workflow run with trigger metadata and source values.
Trigger variables available to expressions and mappings.

Triggers

Middleware

Receive a webhook and return a workflow response synchronously

Configuration inputs

Select the source event and asset, where applicable.
Add event filters so only intended records start a run.
Review the trigger variables available to downstream activities.

How to use it

1.Drag Middleware from the triggers group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

A new workflow run with trigger metadata and source values.
Trigger variables available to expressions and mappings.

Triggers

Schedule

Run on a schedule

Configuration inputs

Select the source event and asset, where applicable.
Add event filters so only intended records start a run.
Review the trigger variables available to downstream activities.

How to use it

1.Drag Schedule from the triggers group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

A new workflow run with trigger metadata and source values.
Trigger variables available to expressions and mappings.

Triggers

Webhook

Triggered by an incoming webhook

Configuration inputs

Select the source event and asset, where applicable.
Add event filters so only intended records start a run.
Review the trigger variables available to downstream activities.

How to use it

1.Drag Webhook from the triggers group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

A new workflow run with trigger metadata and source values.
Trigger variables available to expressions and mappings.

Flow control

Control routing, repetition, timing, concurrency, and termination.

Flow control

Branch by Condition

If/else if/else branching

Configuration inputs

Choose the value, expression, collection, date, or destination that controls execution.
Connect every expected branch or continuation path.
Define fallback behavior for missing values and errors.

How to use it

1.Drag Branch by Condition from the flow control group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

Execution continues through the selected path or timing behavior.
Branch, loop, or timing state is recorded in run history.

Flow control

Branch by Value

Multi-way branch on a value

Configuration inputs

Choose the value, expression, collection, date, or destination that controls execution.
Connect every expected branch or continuation path.
Define fallback behavior for missing values and errors.

How to use it

1.Drag Branch by Value from the flow control group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

Execution continues through the selected path or timing behavior.
Branch, loop, or timing state is recorded in run history.

Flow control

Loop For Each

Iterate over a collection

Configuration inputs

Choose the value, expression, collection, date, or destination that controls execution.
Connect every expected branch or continuation path.
Define fallback behavior for missing values and errors.

How to use it

1.Drag Loop For Each from the flow control group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

Execution continues through the selected path or timing behavior.
Branch, loop, or timing state is recorded in run history.

Flow control

Loop N Times

Repeat N times

Configuration inputs

Choose the value, expression, collection, date, or destination that controls execution.
Connect every expected branch or continuation path.
Define fallback behavior for missing values and errors.

How to use it

1.Drag Loop N Times from the flow control group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

Execution continues through the selected path or timing behavior.
Branch, loop, or timing state is recorded in run history.

Flow control

Pause for Duration

Wait a fixed amount of time

Configuration inputs

Choose the value, expression, collection, date, or destination that controls execution.
Connect every expected branch or continuation path.
Define fallback behavior for missing values and errors.

How to use it

1.Drag Pause for Duration from the flow control group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

Execution continues through the selected path or timing behavior.
Branch, loop, or timing state is recorded in run history.

Flow control

Pause Until Date

Wait until a specific date/time

Configuration inputs

Choose the value, expression, collection, date, or destination that controls execution.
Connect every expected branch or continuation path.
Define fallback behavior for missing values and errors.

How to use it

1.Drag Pause Until Date from the flow control group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

Execution continues through the selected path or timing behavior.
Branch, loop, or timing state is recorded in run history.

Flow control

End Workflow

Stop execution immediately

Configuration inputs

Choose the value, expression, collection, date, or destination that controls execution.
Connect every expected branch or continuation path.
Define fallback behavior for missing values and errors.

How to use it

1.Drag End Workflow from the flow control group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

Execution continues through the selected path or timing behavior.
Branch, loop, or timing state is recorded in run history.

Flow control

Go To Activity

Jump to another activity on the canvas

Configuration inputs

Choose the value, expression, collection, date, or destination that controls execution.
Connect every expected branch or continuation path.
Define fallback behavior for missing values and errors.

How to use it

1.Drag Go To Activity from the flow control group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

Execution continues through the selected path or timing behavior.
Branch, loop, or timing state is recorded in run history.

Flow control

Parallel / Sequential

Run branches in parallel or sequentially

Configuration inputs

Choose the value, expression, collection, date, or destination that controls execution.
Connect every expected branch or continuation path.
Define fallback behavior for missing values and errors.

How to use it

1.Drag Parallel / Sequential from the flow control group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

Execution continues through the selected path or timing behavior.
Branch, loop, or timing state is recorded in run history.

Data, document, and file operations

Transform values and files without leaving the workflow runtime.

Data, document, and file operations

Set Title

Set the title for this workflow instance

Configuration inputs

Map the source values or files from trigger data and previous activities.
Choose the operation-specific transformation settings.
Name the output clearly for downstream expressions.

How to use it

1.Drag Set Title from the data, document, and file operations group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

A transformed value, object, date, string, or file.
Named outputs available to later activities.

Data, document, and file operations

Set SLA

Set the SLA deadline and warning threshold for this workflow run

Configuration inputs

Map the source values or files from trigger data and previous activities.
Choose the operation-specific transformation settings.
Name the output clearly for downstream expressions.

How to use it

1.Drag Set SLA from the data, document, and file operations group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

A transformed value, object, date, string, or file.
Named outputs available to later activities.

Data, document, and file operations

Set Variable

Store a value

Configuration inputs

Map the source values or files from trigger data and previous activities.
Choose the operation-specific transformation settings.
Name the output clearly for downstream expressions.

How to use it

1.Drag Set Variable from the data, document, and file operations group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

A transformed value, object, date, string, or file.
Named outputs available to later activities.

Data, document, and file operations

Calculate Value

Math expression

Configuration inputs

Map the source values or files from trigger data and previous activities.
Choose the operation-specific transformation settings.
Name the output clearly for downstream expressions.

How to use it

1.Drag Calculate Value from the data, document, and file operations group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

A transformed value, object, date, string, or file.
Named outputs available to later activities.

Data, document, and file operations

Modify String

Transform text

Configuration inputs

Map the source values or files from trigger data and previous activities.
Choose the operation-specific transformation settings.
Name the output clearly for downstream expressions.

How to use it

1.Drag Modify String from the data, document, and file operations group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

A transformed value, object, date, string, or file.
Named outputs available to later activities.

Data, document, and file operations

Create Text

Build text from template

Configuration inputs

Map the source values or files from trigger data and previous activities.
Choose the operation-specific transformation settings.
Name the output clearly for downstream expressions.

How to use it

1.Drag Create Text from the data, document, and file operations group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

A transformed value, object, date, string, or file.
Named outputs available to later activities.

Data, document, and file operations

Format Date

Format date to string

Configuration inputs

Map the source values or files from trigger data and previous activities.
Choose the operation-specific transformation settings.
Name the output clearly for downstream expressions.

How to use it

1.Drag Format Date from the data, document, and file operations group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

A transformed value, object, date, string, or file.
Named outputs available to later activities.

Data, document, and file operations

Date Math

Add time or find interval

Configuration inputs

Map the source values or files from trigger data and previous activities.
Choose the operation-specific transformation settings.
Name the output clearly for downstream expressions.

How to use it

1.Drag Date Math from the data, document, and file operations group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

A transformed value, object, date, string, or file.
Named outputs available to later activities.

Data, document, and file operations

Regex

Apply a regular expression

Configuration inputs

Map the source values or files from trigger data and previous activities.
Choose the operation-specific transformation settings.
Name the output clearly for downstream expressions.

How to use it

1.Drag Regex from the data, document, and file operations group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

A transformed value, object, date, string, or file.
Named outputs available to later activities.

Data, document, and file operations

Build JSON Object

Create or update a JSON object from key/value pairs

Configuration inputs

Map the source values or files from trigger data and previous activities.
Choose the operation-specific transformation settings.
Name the output clearly for downstream expressions.

How to use it

1.Drag Build JSON Object from the data, document, and file operations group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

A transformed value, object, date, string, or file.
Named outputs available to later activities.

Data, document, and file operations

Build JSON Array

Create a new JSON array or push items into an existing one

Configuration inputs

Map the source values or files from trigger data and previous activities.
Choose the operation-specific transformation settings.
Name the output clearly for downstream expressions.

How to use it

1.Drag Build JSON Array from the data, document, and file operations group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

A transformed value, object, date, string, or file.
Named outputs available to later activities.

Data, document, and file operations

Add to JSON Array

Add an object to an existing JSON array variable

Configuration inputs

Map the source values or files from trigger data and previous activities.
Choose the operation-specific transformation settings.
Name the output clearly for downstream expressions.

How to use it

1.Drag Add to JSON Array from the data, document, and file operations group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

A transformed value, object, date, string, or file.
Named outputs available to later activities.

Data, document, and file operations

Get JSON Value

Extract a value from a JSON object or array by path

Configuration inputs

Map the source values or files from trigger data and previous activities.
Choose the operation-specific transformation settings.
Name the output clearly for downstream expressions.

How to use it

1.Drag Get JSON Value from the data, document, and file operations group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

A transformed value, object, date, string, or file.
Named outputs available to later activities.

Data, document, and file operations

File to Base64

Read file from URL/storage → base64

Configuration inputs

Map the source values or files from trigger data and previous activities.
Choose the operation-specific transformation settings.
Name the output clearly for downstream expressions.

How to use it

1.Drag File to Base64 from the data, document, and file operations group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

A transformed value, object, date, string, or file.
Named outputs available to later activities.

Data, document, and file operations

Base64 to File

Save base64 data as file in storage

Configuration inputs

Map the source values or files from trigger data and previous activities.
Choose the operation-specific transformation settings.
Name the output clearly for downstream expressions.

How to use it

1.Drag Base64 to File from the data, document, and file operations group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

A transformed value, object, date, string, or file.
Named outputs available to later activities.

Data, document, and file operations

Download File

Download from URL to storage

Configuration inputs

Map the source values or files from trigger data and previous activities.
Choose the operation-specific transformation settings.
Name the output clearly for downstream expressions.

How to use it

1.Drag Download File from the data, document, and file operations group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

A transformed value, object, date, string, or file.
Named outputs available to later activities.

Data, document, and file operations

Read File Content

Read file content as text

Configuration inputs

Map the source values or files from trigger data and previous activities.
Choose the operation-specific transformation settings.
Name the output clearly for downstream expressions.

How to use it

1.Drag Read File Content from the data, document, and file operations group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

A transformed value, object, date, string, or file.
Named outputs available to later activities.

Data, document, and file operations

CSV

Read or write CSV files

Configuration inputs

Map the source values or files from trigger data and previous activities.
Choose the operation-specific transformation settings.
Name the output clearly for downstream expressions.

How to use it

1.Drag CSV from the data, document, and file operations group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

A transformed value, object, date, string, or file.
Named outputs available to later activities.

Data, document, and file operations

Excel

Read or write Excel files

Configuration inputs

Map the source values or files from trigger data and previous activities.
Choose the operation-specific transformation settings.
Name the output clearly for downstream expressions.

How to use it

1.Drag Excel from the data, document, and file operations group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

A transformed value, object, date, string, or file.
Named outputs available to later activities.

Data, document, and file operations

Word Document

Find/replace, tables, lists, images in Word docs

Configuration inputs

Map the source values or files from trigger data and previous activities.
Choose the operation-specific transformation settings.
Name the output clearly for downstream expressions.

How to use it

1.Drag Word Document from the data, document, and file operations group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

A transformed value, object, date, string, or file.
Named outputs available to later activities.

Data, document, and file operations

Excel Spreadsheet

Update cells, find/replace, insert data in Excel

Configuration inputs

Map the source values or files from trigger data and previous activities.
Choose the operation-specific transformation settings.
Name the output clearly for downstream expressions.

How to use it

1.Drag Excel Spreadsheet from the data, document, and file operations group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

A transformed value, object, date, string, or file.
Named outputs available to later activities.

Data, document, and file operations

PowerPoint Slides

Find/replace, tables, lists, images in PowerPoint

Configuration inputs

Map the source values or files from trigger data and previous activities.
Choose the operation-specific transformation settings.
Name the output clearly for downstream expressions.

How to use it

1.Drag PowerPoint Slides from the data, document, and file operations group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

A transformed value, object, date, string, or file.
Named outputs available to later activities.

Data, document, and file operations

Check Permission

Check if a user has a specific permission

Configuration inputs

Map the source values or files from trigger data and previous activities.
Choose the operation-specific transformation settings.
Name the output clearly for downstream expressions.

How to use it

1.Drag Check Permission from the data, document, and file operations group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

A transformed value, object, date, string, or file.
Named outputs available to later activities.

Collection operations

Inspect, filter, sort, deduplicate, and reshape lists.

Collection operations

Count Items

Count items in a list

Configuration inputs

Map the source array or collection.
Configure the index, key, condition, sort, or separator required by the action.
Choose an output variable name.

How to use it

1.Drag Count Items from the collection operations group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

A count, item, filtered collection, sorted collection, or joined value.
The original collection remains available unless explicitly overwritten.

Collection operations

Get Item

Get item by index or key

Configuration inputs

Map the source array or collection.
Configure the index, key, condition, sort, or separator required by the action.
Choose an output variable name.

How to use it

1.Drag Get Item from the collection operations group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

A count, item, filtered collection, sorted collection, or joined value.
The original collection remains available unless explicitly overwritten.

Collection operations

Filter Collection

Filter items by condition

Configuration inputs

Map the source array or collection.
Configure the index, key, condition, sort, or separator required by the action.
Choose an output variable name.

How to use it

1.Drag Filter Collection from the collection operations group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

A count, item, filtered collection, sorted collection, or joined value.
The original collection remains available unless explicitly overwritten.

Collection operations

Sort Collection

Sort items in a list

Configuration inputs

Map the source array or collection.
Configure the index, key, condition, sort, or separator required by the action.
Choose an output variable name.

How to use it

1.Drag Sort Collection from the collection operations group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

A count, item, filtered collection, sorted collection, or joined value.
The original collection remains available unless explicitly overwritten.

Collection operations

Remove Duplicates

Deduplicate a list

Configuration inputs

Map the source array or collection.
Configure the index, key, condition, sort, or separator required by the action.
Choose an output variable name.

How to use it

1.Drag Remove Duplicates from the collection operations group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

A count, item, filtered collection, sorted collection, or joined value.
The original collection remains available unless explicitly overwritten.

Collection operations

Join to Text

Join list items into a string

Configuration inputs

Map the source array or collection.
Configure the index, key, condition, sort, or separator required by the action.
Choose an output variable name.

How to use it

1.Drag Join to Text from the collection operations group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

A count, item, filtered collection, sorted collection, or joined value.
The original collection remains available unless explicitly overwritten.

Actions

Create work, call services, update records, notify people, and invoke reusable automation.

Actions

Update Task

Modify task fields

Configuration inputs

Select the governed target asset, recipient, or service.
Map required inputs from workflow variables or static values.
Configure error handling, retries, and output mappings where offered.

How to use it

1.Drag Update Task from the actions group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

The requested side effect and a structured execution result.
Mapped identifiers, statuses, and response values for downstream activities.

Actions

Data

Query, insert, update, or delete data store rows

Configuration inputs

Select the governed target asset, recipient, or service.
Map required inputs from workflow variables or static values.
Configure error handling, retries, and output mappings where offered.

How to use it

1.Drag Data from the actions group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

The requested side effect and a structured execution result.
Mapped identifiers, statuses, and response values for downstream activities.

Actions

Documents

Upload, archive, and secure documents and folders

Configuration inputs

Select the governed target asset, recipient, or service.
Map required inputs from workflow variables or static values.
Configure error handling, retries, and output mappings where offered.

How to use it

1.Drag Documents from the actions group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

The requested side effect and a structured execution result.
Mapped identifiers, statuses, and response values for downstream activities.

Actions

Kanban

Create, update, delete, and subscribe Kanban boards and items

Configuration inputs

Select the governed target asset, recipient, or service.
Map required inputs from workflow variables or static values.
Configure error handling, retries, and output mappings where offered.

How to use it

1.Drag Kanban from the actions group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

The requested side effect and a structured execution result.
Mapped identifiers, statuses, and response values for downstream activities.

Actions

Retention Policies

Create, assign, and inspect retention policies and their assets

Configuration inputs

Select the governed target asset, recipient, or service.
Map required inputs from workflow variables or static values.
Configure error handling, retries, and output mappings where offered.

How to use it

1.Drag Retention Policies from the actions group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

The requested side effect and a structured execution result.
Mapped identifiers, statuses, and response values for downstream activities.

Actions

Call API / Reference

Execute an API reference

Configuration inputs

Select the governed target asset, recipient, or service.
Map required inputs from workflow variables or static values.
Configure error handling, retries, and output mappings where offered.

How to use it

1.Drag Call API / Reference from the actions group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

The requested side effect and a structured execution result.
Mapped identifiers, statuses, and response values for downstream activities.

Actions

Custom Activity

Run uploaded custom workflow code with typed inputs and outputs

Configuration inputs

Select the governed target asset, recipient, or service.
Map required inputs from workflow variables or static values.
Configure error handling, retries, and output mappings where offered.

How to use it

1.Drag Custom Activity from the actions group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

The requested side effect and a structured execution result.
Mapped identifiers, statuses, and response values for downstream activities.

Actions

Create Subtask

Add a subtask

Configuration inputs

Select the governed target asset, recipient, or service.
Map required inputs from workflow variables or static values.
Configure error handling, retries, and output mappings where offered.

How to use it

1.Drag Create Subtask from the actions group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

The requested side effect and a structured execution result.
Mapped identifiers, statuses, and response values for downstream activities.

Actions

Auto Action

Set status, outcome, acceptance

Configuration inputs

Select the governed target asset, recipient, or service.
Map required inputs from workflow variables or static values.
Configure error handling, retries, and output mappings where offered.

How to use it

1.Drag Auto Action from the actions group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

The requested side effect and a structured execution result.
Mapped identifiers, statuses, and response values for downstream activities.

Actions

HTTP Request

Make HTTP call

Configuration inputs

Select the governed target asset, recipient, or service.
Map required inputs from workflow variables or static values.
Configure error handling, retries, and output mappings where offered.

How to use it

1.Drag HTTP Request from the actions group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

The requested side effect and a structured execution result.
Mapped identifiers, statuses, and response values for downstream activities.

Actions

Log

Write audit log

Configuration inputs

Select the governed target asset, recipient, or service.
Map required inputs from workflow variables or static values.
Configure error handling, retries, and output mappings where offered.

How to use it

1.Drag Log from the actions group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

The requested side effect and a structured execution result.
Mapped identifiers, statuses, and response values for downstream activities.

Actions

Send Email

Send an email via Resend

Configuration inputs

Select the governed target asset, recipient, or service.
Map required inputs from workflow variables or static values.
Configure error handling, retries, and output mappings where offered.

How to use it

1.Drag Send Email from the actions group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

The requested side effect and a structured execution result.
Mapped identifiers, statuses, and response values for downstream activities.

Actions

Send Message

Send an in-app message to users, teams, or a whole project

Configuration inputs

Select the governed target asset, recipient, or service.
Map required inputs from workflow variables or static values.
Configure error handling, retries, and output mappings where offered.

How to use it

1.Drag Send Message from the actions group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

The requested side effect and a structured execution result.
Mapped identifiers, statuses, and response values for downstream activities.

Actions

Call Sub Workflow

Execute another workflow as a sub-process

Configuration inputs

Select the governed target asset, recipient, or service.
Map required inputs from workflow variables or static values.
Configure error handling, retries, and output mappings where offered.

How to use it

1.Drag Call Sub Workflow from the actions group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

The requested side effect and a structured execution result.
Mapped identifiers, statuses, and response values for downstream activities.

Actions

Decision Table

Evaluate a business rule / decision table and return outputs

Configuration inputs

Select the governed target asset, recipient, or service.
Map required inputs from workflow variables or static values.
Configure error handling, retries, and output mappings where offered.

How to use it

1.Drag Decision Table from the actions group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

The requested side effect and a structured execution result.
Mapped identifiers, statuses, and response values for downstream activities.

Actions

User Task

Assign a task to a person and wait for action

Configuration inputs

Select the governed target asset, recipient, or service.
Map required inputs from workflow variables or static values.
Configure error handling, retries, and output mappings where offered.

How to use it

1.Drag User Task from the actions group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

The requested side effect and a structured execution result.
Mapped identifiers, statuses, and response values for downstream activities.

Actions

Placeholder

Empty action — swap out later

Configuration inputs

Select the governed target asset, recipient, or service.
Map required inputs from workflow variables or static values.
Configure error handling, retries, and output mappings where offered.

How to use it

1.Drag Placeholder from the actions group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

The requested side effect and a structured execution result.
Mapped identifiers, statuses, and response values for downstream activities.

Actions

Server Event

Emit or listen for a server event

Configuration inputs

Select the governed target asset, recipient, or service.
Map required inputs from workflow variables or static values.
Configure error handling, retries, and output mappings where offered.

How to use it

1.Drag Server Event from the actions group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

The requested side effect and a structured execution result.
Mapped identifiers, statuses, and response values for downstream activities.

Actions

Run Agent

Execute an AI agent with tools and instructions

Configuration inputs

Select the governed target asset, recipient, or service.
Map required inputs from workflow variables or static values.
Configure error handling, retries, and output mappings where offered.

How to use it

1.Drag Run Agent from the actions group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

The requested side effect and a structured execution result.
Mapped identifiers, statuses, and response values for downstream activities.

Actions

Add User to Role

Assign a governance role to a user

Configuration inputs

Select the governed target asset, recipient, or service.
Map required inputs from workflow variables or static values.
Configure error handling, retries, and output mappings where offered.

How to use it

1.Drag Add User to Role from the actions group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

The requested side effect and a structured execution result.
Mapped identifiers, statuses, and response values for downstream activities.

Actions

Remove from Role

Remove a governance role from a user

Configuration inputs

Select the governed target asset, recipient, or service.
Map required inputs from workflow variables or static values.
Configure error handling, retries, and output mappings where offered.

How to use it

1.Drag Remove from Role from the actions group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

The requested side effect and a structured execution result.
Mapped identifiers, statuses, and response values for downstream activities.

Canvas and reusable sections

Organize the canvas or load reusable data on demand.

Canvas and reusable sections

Section

Group activities into a collapsible section

Configuration inputs

Choose the section boundary or live reference source.
Configure its label, layout, inputs, and refresh behavior.
Place or connect dependent activities.

How to use it

1.Drag Section from the canvas and reusable sections group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

A clearer workflow structure or freshly resolved reference values.
Section and reference behavior visible in the designer and run context.

Canvas and reusable sections

Live Reference

Fetch fresh data on demand when variables are referenced

Configuration inputs

Choose the section boundary or live reference source.
Configure its label, layout, inputs, and refresh behavior.
Place or connect dependent activities.

How to use it

1.Drag Live Reference from the canvas and reusable sections group onto the workflow canvas.
2.Open the activity configuration and complete each required mapping.
3.Connect the activity to the intended path, then use Test Run to inspect its inputs and outputs.
4.Publish the workflow only after validation reports no blocking issues.

Expected results

A clearer workflow structure or freshly resolved reference values.
Section and reference behavior visible in the designer and run context.

Potential use cases

Patterns you can adapt to your own operating model.

Employee onboarding

Coordinate HR input, manager approval, account provisioning, documents, and first-day tasks.

Form submitted

Decision table chooses path

Manager user task

Call identity integrations

Generate documents

Send templated email

Exception handling

Route failed operational events to the right owner with context and an auditable resolution.

Workflow error trigger

Classify severity

Create user task

Escalate by SLA

Retry child workflow

Report outcome

Scheduled reconciliation

Pull external records, compare them with operational data, and create work only for differences.

Schedule trigger

Call API reference

Loop records

Apply condition

Update data table

Create task for mismatch

Workflows

Understanding workflows in UserTasks

When to use this feature

What you can build

Production design notes

Core concepts

Triggers

Variables and expressions

Durable execution

Human-in-the-loop

Before you start

Detailed input and result reference

Branch by Condition

Inputs

Expected results

User Task

Inputs

Expected results

Runtime behavior

Call API / Reference

Inputs

Expected results

Data

Inputs

Expected results

Decision Table

Inputs

Expected results

Send Email

Inputs

Expected results

Run Agent

Inputs

Expected results

Call Sub Workflow

Inputs

Expected results

Step-by-step implementation guides

Build an approval workflow with an external system update

Choose Form Submitted trigger

Evaluate policy

Create manager task

Branch on outcome

Update external system

Confirm completion

Actions and capabilities

Triggers

Task Created

Configuration inputs

How to use it

Expected results

Task Received

Configuration inputs

How to use it

Expected results

Task Submitted

Configuration inputs

How to use it

Expected results

Task Updated

Configuration inputs

How to use it

Expected results

Task Completed

Configuration inputs

How to use it

Expected results

Task Rejected

Configuration inputs

How to use it

Expected results

Workflow Error

Configuration inputs

How to use it

Expected results

Workflow SLA

Configuration inputs

How to use it

Expected results

Policy Review