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Take Action

Choose the workflow step that sends, creates, updates, transforms, or stores the result of your work.

Actions do the work at the end of a workflow or between its decision steps. They can call AI, send an email, update a connected app, work with data, or call another service.

Before an action that sends, changes, or shares information, consider adding Human Review. Approvals and workflow logic are free; actions use credits when noted in their own documentation.

#Use AI

Use AI to classify information, summarize it, research, draft content, or return structured fields for later steps. An AI step uses a reusable agent, so its instructions and output stay consistent across workflows.

Configure an AI step.

#Send an email

Use Send Email to send a message from a workflow, with optional CC, BCC, attachments, and a reply-to address. To send to people outside your workspace, verify a sender domain first.

Set up Send Email.

#Call another service

Use HTTP Request to call a REST API when a built-in integration is not available or a one-off request is enough. You can send headers and a request body, use stored credentials, and use the response in later steps.

Set up an HTTP Request.

#Run custom code

Use Custom Code for a transformation or one-off task that no built-in step can handle. It runs JavaScript or Python in an isolated sandbox.

Use Custom Code.

#Work with connected apps

Use an Integration Action to act in a connected service, such as sending a Slack message, creating a Notion page, or updating a CRM record. Connect the service once, then choose its available action in the builder.

Connect an app.

#Work with data and files

Use Data to add, find, update, or delete rows in a workspace table. Use Aggregate Rows to calculate totals or other summaries. Use file steps to save a file, get its link, or delete it from workspace storage.

Work with data and files.

#Transform data

Use Transform Data to reshape information between steps: map values, filter a list, or keep only the fields a later step needs. Use it when the information is right but not yet in the format the next step expects.

#See also