# Steps

Source: https://neondeerdata.com/docs/platform/automations/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](https://neondeerdata.com/docs/platform/automations/steps/create-note/) | Adds a note to a record, with this app as the author.           |
| [Find notes](https://neondeerdata.com/docs/platform/automations/steps/find-notes/)   | Finds notes by ID, record, author, created date or meeting.     |
| [Move note](https://neondeerdata.com/docs/platform/automations/steps/move-note/)     | Copies a note to another record and deletes the original.       |
| [Find tasks](https://neondeerdata.com/docs/platform/automations/steps/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](https://neondeerdata.com/docs/platform/automations/steps/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](https://neondeerdata.com/docs/platform/automations/steps/find-workspace-member/) | Finds a workspace member by ID or email address.                                                             |
| [Check primary value](https://neondeerdata.com/docs/platform/automations/steps/check-primary-value/)     | Checks whether the first (primary) email, domain or phone number changed.                                    |
| [Get primary value](https://neondeerdata.com/docs/platform/automations/steps/get-primary-value/)         | Returns the first (primary) email, domain or phone number.                                                   |

## Compare

**Steps: Compare**

| Step                                                                                         | What it does                                                                                      |
| -------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------- |
| [Compare members](https://neondeerdata.com/docs/platform/automations/steps/compare-members/) | Compares two sets of workspace members: only in A, only in B, or in both.                         |
| [Compare records](https://neondeerdata.com/docs/platform/automations/steps/compare-records/) | Compares two sets of records of one object: only in A, only in B, or in both.                     |
| [Compare values](https://neondeerdata.com/docs/platform/automations/steps/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](https://neondeerdata.com/docs/platform/automations/steps/convert-value/)                       | Converts an input to a standardized text representation of the selected type. |
| [Convert HTML to markdown](https://neondeerdata.com/docs/platform/automations/steps/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](https://neondeerdata.com/docs/platform/automations/steps/get-call-transcript/) | Gets a call’s transcript, or Not ready while Attio is still transcribing. |
| [Get meeting](https://neondeerdata.com/docs/platform/automations/steps/get-meeting/)                 | Gets a meeting by its ID.                                                 |
| [Get comment](https://neondeerdata.com/docs/platform/automations/steps/get-comment/)                 | Gets a comment by its ID.                                                 |
| [Get thread](https://neondeerdata.com/docs/platform/automations/steps/get-thread/)                   | Gets a comment thread by its ID.                                          |

## Workflow and files

**Steps: Workflow and files**

| Step                                                                                     | What it does                                                    |
| ---------------------------------------------------------------------------------------- | --------------------------------------------------------------- |
| [Fail workflow](https://neondeerdata.com/docs/platform/automations/steps/fail-workflow/) | Stops the workflow with an error message.                       |
| [Create folder](https://neondeerdata.com/docs/platform/automations/steps/create-folder/) | Creates a folder on a record, or reuses one with the same name. |