Actions
ConditionsLearn best practices and how to use Conditions in workflows.
LoopingLoop runs actions on each item in a list, like participants, products, or action items.
Create Approval TaskPause a workflow for human oversight by assigning an approval step. Approvers can review, edit, and approve AI-generated insights.
Send WebhookSend workflow data to any external system via an HTTP request for flexible integrations.
Send EmailAutomatically deliver an email to specified recipients, using static addresses or dynamic variables.
Generate InsightsThe Generate Insights action uses AI to extract, structure, and generates insights from workflow inputs.
Ask CortexAsk Cortex queries Generated Insights using context selections and filters, executes a prompt, returning synthesized reports or trends.
Find CRM RecordFind CRM Record locates and matches one CRM record with AI for accurate workflow automation.
DelayDelay workflows with fixed intervals or dynamic, AI-driven variables that resume automatically based on captured timeline insights.
Create CRM RecordAutomatically create new CRM records from AI insights or workflow data.
Update CRM RecordAutomatically update CRM records with AI or static values, ensuring clean, consistent data and accurate GTM process adherence.