The AI Text Generate step sends data to a large language model and returns text, structured JSON, or email content. It supports three actions: Text generates a single output string in Text, HTML, or Markdown format; Structured generates user-defined output fields parsed as JSON; and Email generates a subject line and HTML body with purpose-aware prompting. Supports OpenAI and Anthropic providers.

The AI Research step runs an agentic web search loop — it issues searches, reads results, and synthesizes a brief with citations. It supports two actions: Search returns a markdown summary with sources, 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. Output format is configurable: Markdown (best for feeding into AI steps), plain text, or raw HTML.

The RSS Feed step fetches items from an RSS or Atom feed URL and parses them into a structured rows array. Each feed item becomes a row with fields like title, link, description, and publish date, compatible with For Each for per-item processing.

The Send Email step sends an email using a third-party delivery service. It supports two sending modes: Formt (shared infrastructure) for simple notifications, or Custom Domain for sending from your own verified domain. Both modes take a subject line and HTML body as input, and optionally attach files.

The Email Tracking step queries the email delivery service for engagement data about a previously sent email. It takes the message ID from a Send Email step's output and returns delivery status, open/click counts, bounce information, and spam complaint data. The recipient address is read from the delivery service response automatically. As a side effect, it automatically suppresses addresses that hard bounced, soft bounced, or received a spam complaint.

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 using a field set, and the workflow resumes once the user submits. Form steps are bidirectional, meaning every field set can both receive data from upstream steps and produce data for downstream steps.

The CSV step handles importing data from CSV files and exporting workflow data back out as CSV files. Import reads a CSV file and produces a typed rows array, while Export takes a rows array and generates a downloadable CSV file.

The PDF step handles all PDF operations in your workflow. It supports five actions: Extract pulls data from an uploaded PDF in automatic mode, Extract Structured parses a PDF into user-defined fields, Merge combines multiple PDFs into one, Form Fill populates a PDF template with data, and Create PDF creates a styled PDF from HTML content.

The Google Sheets step connects your workflow to Google Spreadsheets. Import reads all rows into a typed array, Export writes a rows array to a spreadsheet, and Read Row looks up a single row by matching a column value. 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 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. Both field sets are locked with system-defined fields.

The Financial Data step fetches comprehensive financial information for a publicly traded company by ticker symbol. It returns current pricing, market cap, quote data, and 40+ historical data arrays covering revenue, income, cash flow, debt, and more. Both field sets are locked with system-defined fields.

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 an array from an upstream step and iterates over its elements, executing a set of body steps once per element in parallel. It's the entry point of a loop pattern 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 array with a list_count and fail_count. The output shape matches import step output, 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. It outputs a list array of matching elements and a list_count, making it useful as an intermediate step between data sources and For Each loops.

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 Run Workflow step executes another workflow as a child process within the current workflow. It passes data to the child workflow's start step and receives the child's final output when it completes, enabling modular workflow design.

The Facebook step publishes posts to a connected Facebook Page. You provide a message and optionally images, and the step outputs a direct link to the published post. Requires a connected Facebook integration with a selected page.

The LinkedIn step publishes posts to a connected LinkedIn profile or organization page. You provide a message and optionally images, and the step outputs a direct link to the published post. Requires a connected LinkedIn integration.

The Slack step sends a message to a connected Slack channel. You provide the message content, and the step outputs a direct link to the posted message. Requires a connected Slack integration with a selected channel.