Search

Task type: Search

Use Search for lightweight web search queries when a workflow needs external information.

Run behavior

• Side effects: This task is read-only or computation-only by default. It returns data for later steps rather than directly writing records or sending messages.
• Credit usage: This task is not classified as credit-billed by the workflow task registry.

When to use this task

• Find a company homepage or recent news item.
• Collect lightweight context before a Research or AI Prompt step.
• Search for public information using a concise query.

Setup tips

• Keep queries short and specific.
• Include company name and domain when available.
• Pass only useful results downstream.

Examples

Find recent company news

Search for {{ steps.1.account.name }} recent funding news before drafting outreach.

Outputs

• Search results returned by the configured search provider.

Common pitfalls

• Using Search when deep cited research is needed.
• Writing broad queries that return noisy results.
• Passing too many results into later prompts.

Reference details

These details are generated from the workflow task registry and match the fields available in the builder.

Required fields

• query

Variable-aware fields

Fields that accept variable references ({{ inputs.x }}, {{ steps.N.y }}) from the workflow's variable graph:

• query

Liquid template fields

Fields that are rendered through Liquid (variables plus filters and control flow):

• query

Builder guidance

When the Workflow Builder Genie configures this task, it follows this guidance:

Write concise, specific search queries and pass only the needed results downstream.

Default configuration

New instances of this task start with the following configuration:

{
  "name": "Search",
  "outputKey": "search",
  "taskType": "Search",
  "description": "",
  "query": ""
}