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Step Guide: WordPress

Publishing

Publish posts and events to WordPress and pull them back

Overview

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.

Publish Post

Create a post on your WordPress site. The title and content are required, and the content is the post body as HTML. New posts default to draft so you can review before they go live.

  • Turn a newsletter, announcement, or company update into a blog post
  • Publish a formatted article built earlier in the workflow
  • Create posts in bulk from a spreadsheet of topics using a For Each loop

Set the title and content (both accept upstream references like {{generate-step.output}}). Choose a status: Draft keeps the post unpublished so you can review it, and Publish makes it live immediately. New posts default to Draft. You can also set an excerpt, URL slug, category and tag IDs, and a featured image (upload one, or reference an image from an upstream step). The step returns the new post ID, its URL, and the status.

Tips
  • Leave the status on Draft while you are testing, then switch to Publish once the posts look right
  • Schedule the workflow to run on a recurring basis, with the status set to Publish, to post to your blog on a regular cadence
  • Assign categories and tags when you publish in bulk so the posts stay organized on your site

Publish Event

Create an event on your WordPress site. Requires The Events Calendar plugin on your site. The title and start date are required, and a venue and organizer can be created and linked in the same step.

  • Publish events from a schedule or spreadsheet
  • Create an event from data collected earlier in the workflow
  • Add each row of an events feed to your calendar inside a For Each loop

Set the event title and start date (both required and expression-capable). The end date is optional and defaults to two hours after the start. You can add a description, status, featured image, cost, and timezone, plus venue and organizer details. When you provide a venue or organizer name, it is found or created on your site and linked to the event. The step returns the event ID, its URL, and the status. Like posts, new events default to Draft.

Tips
  • Keep events on Draft until the date, time, and venue are confirmed, since a wrong detail on a public calendar is hard to correct
  • Once the event is published, follow it with a Facebook, LinkedIn, or Slack step to announce it on social, using the event URL the step returns

List Posts

Pull posts from your WordPress site as a list, filtered by status, search text, category, tag, or date. Runs on its own with no upstream step, so it works as a data source at the start of a workflow.

  • Pull recent posts to summarize or repurpose with AI
  • Audit published content across a date range
  • Feed existing posts into a For Each loop for reformatting or cross-posting

Set the filters you want: statuses (published only by default), a search term, category or tag IDs, and a date range. The output is a list of posts, which you connect to a For Each to process each one. Use the Fields to Keep option to trim each post down to just the fields a downstream AI step needs, which keeps the data passed along small.

List Events

Pull events from your WordPress site as a list, filtered by status, search text, category, or start date. Requires The Events Calendar plugin. Runs on its own as a data source.

  • Pull upcoming events to promote by email or social post
  • Build a digest of events in a date range
  • Process each event in a For Each loop

Set the filters you want: statuses, a search term, category IDs, and a start-date range. The output is a list of events, which you connect to a For Each to process each one. Use Fields to Keep to trim each event to the fields you need downstream.

Frequently Asked Questions

Do posts go live immediately?
Not by default. New posts and events are created as drafts, so they stay unpublished until you set the status to Publish. Choose Publish when you want them live right away.
What do I need to publish or list events?
The Events Calendar plugin installed on your WordPress site. The post actions work on any WordPress site. The event actions need that plugin.
How do I set a featured image?
Upload an image on the step, or connect one from an upstream step such as File Ingest. It is added to your WordPress media library and set as the featured image.
Can I use these posts and events in the rest of my workflow?
Yes. List Posts and List Events return a list you can connect to a For Each loop, then summarize, rewrite, or repurpose each item with other steps.