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Workflow Steps That Wait for a Person
Workflows
How Approval, To do, Photo, Chat, and Write a reply steps reach people, and where people answer them, on the Dashboard and on the task.
Workflow Step: Archive
Workflows
End a workflow run and record why, like finished, spam, or canceled.
Workflow Step: Assign
Workflows
Assign a workflow run to an identity, like a person, a role, a location, or one you created, so it appears in their view.
Workflow Step: Board Report
Workflows
Count what got done, what was missed, and what's still open on the board, overall and for each person, for a summary or to branch on.
Workflow Step: Check Photos with AI
Workflows
Have AI look at the photos from a Photo step and answer yes, no, or unsure to each short check you write, then branch on the result.
Workflow Step: Check the Data
Workflows
Check what arrived, like a form or a web request, against a list of rules before anything acts on it, and keep every rule that failed.
Workflow Step: Create a Task
Workflows
Create a task from a template, filled in with values from the run, now or later.
Workflow Step: Keep a Record
Workflows
Save something from a workflow run so a later run can look it up, like the last reading or a customer's last order.
Workflow Step: Let AI Decide
Workflows
Have AI read part of a run and choose one of your options, then branch on its answer.
Workflow Step: Look Something Up
Workflows
Find what an earlier workflow run saved with Keep a record.
Workflow Step: Photo
Workflows
Ask for photos as proof of work, taken with a phone or added from a computer, with no app to install.
Workflow Step: Route
Workflows
Send a workflow run one way or another based on conditions, like "the total is over $100."
Workflow Step: Save to Dropbox
Workflows
Keep a copy of every submitted form in your own Dropbox.
Workflow Step: Save to Google Drive
Workflows
Keep a copy of every submitted form in your own Google Drive.
Workflow Step: Send a Notification
Workflows
Send a notification in the app to everyone in one or more identities, from a workflow.
Workflow Step: Send a Web Request
Workflows
Call another system's API from a workflow, like creating a contact in a CRM or posting to a chat app, with values from the run and secrets kept safe.
Workflow Step: Send an Email
Workflows
Send a plain-text email from a workflow to an address, or to people and roles, with the form or a summary attached as a PDF if you want.
Workflow Step: Set a Value
Workflows
Save a flag, a note, or a count on a workflow run for a later step to use.
Workflow Step: Summarize with AI
Workflows
Have AI read what a workflow collected, like a board report, form answers, or daily recaps, and write a short summary for an email, a PDF, or a decision.
Workflow Step: Wait
Workflows
Pause a workflow run for a length of time, or until a date and time, then continue.