Actions: What the Workflow Does
An action is anything the workflow can do. Common actions include:
- Create or update — Write a new row to a spreadsheet, create a new email, add a contact to your CRM, create a document
- Send — Email, Slack message, SMS, or notification
- Transform — Process the data (format it, convert it, clean it, summarize it, categorize it)
- Move — Copy data from one place to another
- Decision — Check a condition ("Is this customer a premium customer?") and do different things based on the answer
- Trigger something else — The workflow finishes by starting a different automation (these chain together)
Most workflows have multiple actions in sequence. First it extracts data, then transforms it, then saves it, then sends a notification. These actions happen in order. Each one receives output from the previous step and produces output for the next.