The AI Generate step sends data to an AI model and returns text, structured data, email content, or a generated image. It supports four actions, each built for a different output type.

The Research Agent step searches the web and synthesizes findings using AI. It supports two actions: Search produces a narrative summary with citations, and Structured Search populates user-defined fields from the research results.

The Web Scrape step fetches a single URL and extracts the page content along with metadata like title, description, author, and published date.

The RSS Feed step fetches items from an RSS or Atom feed URL and parses them into a structured list for processing.

The Send Email step sends an email with a subject line, HTML body, and optional file attachments. It supports two sending modes: Formt for simple notifications, and Custom Domain for sending from your own verified domain.

The Email Tracking step queries the delivery service for engagement data about a previously sent email and automatically suppresses problematic addresses.

The Email Address Validation step checks whether an email address looks real and deliverable before you send to it. It is a best-effort check that catches clearly bad addresses and flags risky ones, which lowers your bounce rate and protects your sending reputation. A passing address is a strong signal, not a guarantee of delivery.

The Suppression List step unsubscribes an email address so they no longer receive workflow emails from your organization. Once unsubscribed, the Send Email step will automatically skip that address in future workflow runs. Use this step to programmatically manage your unsubscribe list as part of a workflow.

The Form step pauses a workflow and presents a form to the user for manual input. You define the form fields, and the workflow resumes once the user submits. Form fields can receive data from previous steps and pass data to the next steps.

The CSV step handles importing data from CSV files and exporting workflow data back out as CSV. It supports two actions: Import and Export.

The PDF step handles all PDF operations in your workflow. It supports five actions: Extract, Extract Structured, Merge, Form Fill, and Create PDF.

The Google Sheets step connects your workflow to Google Spreadsheets. It supports five actions for reading, writing, and updating data. Requires a connected Google integration.

The QR Code step generates a QR code image from a URL input. The generated image is uploaded to storage and can be mapped to PDF or email steps for embedding or attachment.

The File Ingest step downloads a file, image, or PDF from a direct URL and stores it as an upload your workflow can reuse. The stored file can be attached to a Send Email step, posted to social, or embedded in a generated PDF.

The Property Lookup step takes a street address broken into components (street, city, state, and optional zip code) and returns detailed property information including bedrooms, bathrooms, square footage, year built, owner details, and property features. All input and output fields are pre-configured.

The Financial Data step fetches comprehensive financial information for a publicly traded company by ticker symbol. It returns current pricing, market cap, trading data, and historical financials covering revenue, income, cash flow, debt, and more. All fields are pre-configured.

The SEC Filing step fetches standardized financial data from SEC XBRL filings for a publicly traded company. It returns structured arrays sourced directly from regulatory filings, including revenue, net income, assets, liabilities, equity, and cash flow data across multiple fiscal years.

The Evaluate step evaluates mathematical expressions against input data and writes computed results to output fields. Expressions support arithmetic, comparisons, and built-in functions including array aggregations (mean, sum, min, max, stddev, first, last, firstNonZero, lastNonZero) and scalar math (abs, sqrt, ln, pow, round, cagr). Both input and output field sets are fully customizable.

The For Each step takes a list from a previous step and processes each item individually in parallel. It's the entry point of a loop that always ends with a Collect step.

The Collect step closes a For Each loop by waiting for all iterations to complete, then aggregating results into a single list with an item count and fail count. The output format matches import steps, making it directly compatible with CSV Export and Google Sheets Export steps.

The Filter step removes elements from an array based on conditions you define, outputting only the matching items. It has two actions: Filter, which keeps rows that match a condition, and Deduplicate, which collapses duplicate rows.

Deduplicate is one of the two actions on the Filter step. It collapses duplicate rows in a list down to one row per item, using the fields you choose as the identity key. Run it before a For Each loop or an export so you do not process or write the same record twice.

The Condition step is a decision node that routes execution down different paths based on conditions you define. Branches are evaluated top-to-bottom and the first matching branch runs while the others are skipped. An optional else branch catches anything that doesn't match.

The Facebook step publishes posts to a connected Facebook Page. Requires a connected Facebook integration.

The Instagram step publishes an image, or a carousel of images, to your connected Instagram Business account with an optional caption. Requires a connected Instagram integration.

The LinkedIn step publishes posts to a connected LinkedIn profile or organization page. Requires a connected LinkedIn integration.

The Slack step sends messages to a connected Slack channel. Requires a connected Slack integration.

The WordPress step connects a workflow to your WordPress site. You can publish posts and events, or pull existing posts and events back into the workflow for analysis and repurposing. Four actions cover both directions. Requires a connected WordPress integration.

The HubSpot step connects your workflow to a HubSpot portal so it can read contacts and companies, write them back, and log activity. Six actions cover the full CRM loop. Requires a connected HubSpot integration.

The AccuLynx step reads job data from your AccuLynx account so a workflow can act on it. You can look up a single job, list jobs by milestone and date, and read a job's contacts, estimate, and financial summary. Requires a connected AccuLynx integration.

The Xero step reads data from a connected Xero organisation so a workflow can analyze or reconcile it. You can pull invoices, bills, bank transactions, contacts, the chart of accounts, and named financial reports. Requires a connected Xero integration.