AutomationTasks
Task reference
User-facing guidance and generated reference details for every workflow task type.
Every workflow is built out of tasks. Use this reference to understand what each task is for, when to use it, how to configure it, and what to watch out for.
The pages in this section are generated from the workflow task registry on every docs build, so user-facing examples and technical field details stay aligned with the product.
How to use this reference
- Start with the task's When to use this task section to confirm it is the right building block.
- Use Setup tips and Examples while configuring the task in the workflow builder.
- Use Reference details when you need exact field names, variable-aware fields, Liquid-rendered fields, or default configuration.
- For broader walkthroughs, see the Guides section.
| Task | Type id | Description |
|---|---|---|
| Agent Task | Agent | Run an existing or newly-created Genie agent as a workflow step. |
| AI Prompt | AI Prompt | Generate text, structured objects, or images from workflow context. |
| Bulk Update Records | Bulk Update Records | Update multiple records with shared values. |
| Create Record | Create Record | Create a new GTM record. |
| Enrich | Enrich | Enrich an account or contact. |
| Find Prospects | Find Prospects | Find companies or contacts matching criteria. |
| For Each | For Each | Run a workflow for each item in an array. |
| Get Record | Get Record | Fetch one or more GTM records for use by later steps. |
| Instantly Sequence | Instantly Sequence | Add leads to an Instantly campaign. |
| Nested Workflow | Nested Workflow | Execute another workflow. |
| Research | Research | Conduct research using a research provider. |
| Research Signal | Research Signal | Research and score a propensity signal. |
| Sanity | Sanity | Fetch schemas, publish documents, or upload images to Sanity. |
| Sanity Fetch Schema | Sanity Fetch Schema | Fetch a Sanity document schema. |
| Sanity Publish Document | Sanity Publish Document | Publish a document to Sanity CMS. |
| Scrape | Scrape | Extract content from a web page. |
| Scrape Social | Scrape LinkedIn | Extract data from a Social profile. |
| Search | Search | Search the web for information. |
| Send Email | Send Email | Send an email via Gmail. |
| Slack Message | Slack Message | Send a Slack message. |
| Update Record | Update Record | Update a CRM/GTM record with values from prior steps. |