Steps
The six step kinds and their per-step parameters.
A step is what the agent does when an automation's trigger fires and its condition passes. Every automation runs exactly one step today; the builder's Step field offers six kinds.
Draft outreach sequence (draft_sequence)
Creates a multi-touch OutreachSequence template — the automation's original v1 step, and still the default for a new automation.
Parameters:
| Parameter | Type | Description |
|---|---|---|
| Steps | 3 or 5 | How many touches the drafted sequence has. |
Notes: This only creates a reusable sequence template — nothing is sent to a prospect as a direct result. Enrolling a contact into the drafted sequence is a separate, always-operator-in-the-loop step.
Advance stage (advance_stage)
Moves the deal to the next stage in its pipeline.
Parameters:
| Parameter | Type | Description |
|---|---|---|
| Target stage ID | string (optional) | ID of the specific stage to advance to. If omitted, advances to the next stage in order. |
Notes: If the deal is already in the final stage, this step is a no-op. The stage move is recorded as an activity on the deal.
Draft outreach (draft_outreach)
Generates a single AI-written outreach draft for the deal's client, anchored to the client's most recent research.
Parameters: none.
Notes: The draft appears in the client's outreach tab. Unless the automation's autonomy allows auto-execute, it goes to the task inbox for review before being created.
Re-research client (re_research)
Enqueues a new client research record for the deal's client.
Parameters:
| Parameter | Type | Description |
|---|---|---|
| Offering ID | string (optional) | Override which offering to research against. Defaults to the client's current offering. |
Notes: Re-research creates a new client research record; it does not overwrite the existing one.
Notify user (notify_user)
Sends an in-app notification.
Parameters:
| Parameter | Type | Description |
|---|---|---|
| User ID | string (optional) | The user to notify. Defaults to the deal's assigned owner. |
| Message | string (optional) | Custom message body. Defaults to an agent-generated summary. |
Notes: Notifications appear in the app. Email notification integration is planned.
Enrich client (enrich)
Triggers a client enrichment job to refresh the client's metadata (headcount, industry, LinkedIn, etc.).
Parameters: none.
Notes: Enrichment runs in the background. It does not start a new research run.
See also: triggers, conditions, autonomy.