Steps

Reference documentation for automation step types.

After a trigger fires, an automation executes a sequence of steps. Each step performs a discrete unit of work: querying or modifying data, evaluating a condition, storing a value for later, or calling an external system.

There are three categories of step:

Step type Description
Actions Execute a built-in Skedulo operation and expose the result to subsequent steps
Choice Evaluate one or more branch conditions and route execution down the first one that matches
Variables Assign one or more named values using JSONata expressions for use in later steps
Actions

Use action steps to perform Skedulo operations: create records, dispatch jobs, send notifications, and more.

Choice

Use a Choice step to branch an automation based on a JSONata condition.

Variables

Use a Variables step to assign named values for use in subsequent steps.