Steps
The 19 steps the Automations app adds to Attio. Each runs inside a workflow and passes its outputs to later blocks.
Notes and tasks
Steps: Notes and tasks | Step | What it does |
|---|
| Create note | Adds a note to a record, with this app as the author. |
| Find notes | Finds notes by ID, record, author, created date or meeting. |
| Move note | Copies a note to another record and deletes the original. |
| Find tasks | Finds tasks by ID, status, deadline, assignee or linked record. |
Lookup and record data
Steps: Lookup and record data | Step | What it does |
|---|
| Find lookup table row | Finds one row in a Neon Deer lookup table whose lookup field matches a value, and outputs its shared fields. |
| Find workspace member | Finds a workspace member by ID or email address. |
| Check primary value | Checks whether the first (primary) email, domain or phone number changed. |
| Get primary value | Returns the first (primary) email, domain or phone number. |
Compare
Steps: Compare | Step | What it does |
|---|
| Compare members | Compares two sets of workspace members: only in A, only in B, or in both. |
| Compare records | Compares two sets of records of one object: only in A, only in B, or in both. |
| Compare values | Compares two sets of email addresses, domains or phone numbers: only in A, only in B, or in both. |
Transform
Steps: Transform | Step | What it does |
|---|
| Convert value | Converts an input to a standardized text representation of the selected type. |
| Convert HTML to markdown | Converts HTML, such as an email body, into markdown text. |
Meetings and conversations
Steps: Meetings and conversations | Step | What it does |
|---|
| Get call transcript | Gets a call’s transcript, or Not ready while Attio is still transcribing. |
| Get meeting | Gets a meeting by its ID. |
| Get comment | Gets a comment by its ID. |
| Get thread | Gets a comment thread by its ID. |
Workflow and files
Steps: Workflow and files | Step | What it does |
|---|
| Fail workflow | Stops the workflow with an error message. |
| Create folder | Creates a folder on a record, or reuses one with the same name. |
