Automation steps overview

An automation is a start node followed by steps. An event that matches the start node begins a run. The run works through the steps in order, and a step that acts on a connected app leaves a task. To start one, click New Automation in the top bar and pick a template, or open the All tab and choose Blank Automation to start from scratch. Every automation opens in the builder, where the Start node and each + lead to the drawers these pages describe. Use the table below to pick a step from the Next step drawer.

Step	Kind	What it does in a run
Setup (the Start node)	Start	Names the app, object, and trigger whose event begins a run
Add	Task category	Creates a record in a connected app, such as a note, task, or job application in your ATS, or a Google Sheets row
Delay	Step	Pauses the run for a preset such as 5 minutes or 1 day, or until a chosen weekday
Filter	Step	Continues when its conditions pass and cancels the run when they do not
Find	Task category	Looks up a record in a connected app, or finds an email address or a company domain
Loop	Step	Retrieves records from a connected app and runs the steps inside it once per record
Message	Task category	Sends an email, a WhatsApp message, a survey, or an HTTP request
Prompt	Task	Asks an AI model to do something and returns the output fields you define
Split	Step	Runs its branches side by side, each branch starting with its own Filter
Update	Task category	Changes a record that already exists in a connected app

Add, Find, Message, and Update appear in the picker only when a connected app offers a task in that category. The task catalogue lists those tasks per app.

Automations

Forms

Email builder

Variables

Automation steps overview