Workflow node reference - every ready-made step

What it is for

A node is a ready-made step you drop into a stage instead of writing code. Each runs as an ordinary service task. It calls the platform's own endpoints as the configured user, so permissions, tenancy and audit apply exactly as for a person.

Every node returns its answer under the task key: ${context.<taskKey>.<field>}. Values from the workflow are written ${context.name}. The designer checks required fields and shows a problem on the node before you can publish.

Actions

Set variables - variable.set

Names values for later steps.

{"taskKey": "set-1", "stage": "start", "taskType": "variable.set", "kind": "service",
 "payload": {"values": {"limit": 500, "owner": "${context.managerEmail}"}}}

Later steps read ${context.limit}.

Create, update, delete, get record - record.create, record.update, record.delete, record.get

One record through the entity endpoints.

{"taskKey": "create-1", "stage": "approved", "taskType": "record.create", "kind": "service",
 "payload": {"entity": "loan_payment", "values": {"loan": "${context.recordId}", "status": "OPEN"}}}

Fields: entity, id (update, delete, get), values (create, update; update changes only the listed fields). The new record comes back as ${context.create-1.id}.

Export to CSV - data.exportCsv

Turns a list of records into CSV text: ${context.<key>.csv} and rowCount. Fields: rows, columns (comma separated, optional; empty means every field of the first row). Cells that begin with =, +, - or @ get a leading apostrophe so a spreadsheet cannot run them as a formula.

Generate document - document.generate

Makes a PDF, HTML or text file.

• From a print template (printTemplate): a designed, branded PDF filled with real data. Give recordId to print a record and its linked child rows, or give data and childRows to print values the workflow holds. Not both.
• From text (template): a text with placeholders, shown below. A missing value is an error. HTML output escapes values. A text template saved as PDF is a plain-text document.

Dear (name), (name | fallback)
Repeat a block for every item in a list:  (#each list) (@index). (item.x) (/each)
Keep a block only when a value exists:    (#if x) ... (/if)

In the real template each placeholder is written with double curly braces instead of the round brackets used here.

• Where it goes: with cabinetId (and optional folderId) the file is stored in document management and its id returned; attachEntityType and attachEntityId also attach it to a record. Without a cabinet the content comes back inside the workflow as contentBase64 (up to 256 KB).

{"taskKey": "letter", "stage": "approved", "taskType": "document.generate", "kind": "service",
 "payload": {"printTemplate": "offer-letter", "recordId": "${context.recordId}", "cabinetId": 3, "filename": "offer-letter",
             "attachEntityType": "candidate", "attachEntityId": "${context.recordId}"}}

Designed PDFs need PDF export switched on and a browser engine available to the backend. Rendering takes a few seconds, so give the worker a longer task timeout.

Run integration - integration.run

Runs a connector or a flow from the integration platform. Fields: kind (connector or flow), key, input (values), timeoutSeconds. The integration platform owns addresses and credentials, and the call is made idempotent per task.

HTTP - http

Calls an address you give. Prefer Run integration, which keeps addresses and secrets out of the workflow.

Logic

Calculate - calculate

Arithmetic without scripting. + - * / % ( ) and round abs min max ceil floor, with exact decimals. Later formulas may use earlier results.

"payload": {"variables": {"qty": "${context.quantity}", "price": "${context.unitPrice}"},
            "expressions": {"total": "qty * price", "tax": "round(total * 0.18, 2)"}}

Script - script

A few lines of logic, safely. name = expression per line over the node's variables. Numbers, text, true/false, lists and records; + - * / %, comparisons, && || !, cond ? a : b, a.b, a[0]; and len upper lower trim substring contains startsWith endsWith replace split join coalesce isEmpty toNumber toString round abs min max ceil floor sum count. It is parsed and evaluated, never executed as code: no loops, no files, no network, no clock, at most 5000 characters.

Code (JavaScript) - code.js

Real JavaScript for logic that needs more. Write a function body that gets input and console and returns a value. A returned object's fields join the workflow's data; anything else comes back as result. console.log lines appear in the run history. Limits: 20000 characters, a time limit of 5 seconds by default (at most 20), 256 KB in, 512 KB out.

It runs in a separate, memory-limited process with an empty environment and no access to Java classes, files, network or the database, and the process is killed at the deadline. This is strong isolation but not an operating-system jail, so for untrusted multi-tenant use run workers in containers without network access.

For each - loop.foreach

Starts a workflow once per item of a list.

Field	Meaning
items	The list, e.g. ${context.lines}
workflow	The workflow to start for each item
itemName	Name of the item inside the child (default item; index and count are also provided)
wait	When on, finish only when every started run has finished (checked every pollSeconds, default 15)
failOnChildFailure	When waiting, fail if any run fails (default on). The result also carries completed, failed, cancelled
maxWaitMinutes	Give up waiting after this long (default 1440)

Starting is idempotent: a retry never starts the same child twice.

Notifications

All of these send through a named integration connector, so no address or secret is stored in the workflow.

Node	taskType	Fields
Send email	notify.email	connector, to, subject, message
Send SMS	notify.sms	connector, to, message
Slack message	notify.slack	connector, channel (optional), message
Teams message	notify.teams	connector, channel (optional), message
In-app notification	notify.inapp	to (user id, comma list or list), subject (optional), message, category

In-app notifications go to the person's notification inbox and are idempotent per task.

Timers

Node	taskType	Fields
Delay	timer.delay	days, hours, minutes, seconds (at least one)
Wait until	timer.until	at: an ISO date-time, a date, or a value from the workflow

A timer does not hold a thread. The task is queued to become due later, so waiting survives restarts and scaling.

AI nodes

Each does one bounded thing and returns typed fields; ordinary conditions and approvals decide what happens next. They call the AI platform's public endpoints as the configured user.

Node	taskType	What it does	Key fields
Run a prompt	ai.prompt	Runs a library prompt	code, values, version or label, profileCode
Classify	ai.classify	Runs a prompt that answers in JSON and returns its fields	same as Run a prompt
Retrieve	ai.retrieve	Searches a knowledge base	knowledgeBase, query, mode, topK, threshold
Answer from knowledge	ai.rag	Runs a RAG pipeline	pipelineCode, question, version or label
Run an agent	ai.agent	Runs an agent	agentCode, intent (what it should do), timeoutSeconds
Guardrail	ai.guardrail	Local checks for personal data and prompt injection (the defaults), blocked terms and length. No model call	text, checks, blockedTerms, maxLength

See Put AI inside a business workflow.

Engagement nodes

engage.message, engage.voice, engage.wait-reply and engage.mark are the steps Engagement journeys compile to. See Reach customers with journeys.

Where next

• How workflows work
• Start a workflow