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Step deep-dives

Most automation steps are simple enough that the Automation steps reference tells you everything you need to know. The pages here cover steps that have richer configuration, multiple outputs, or use cases that benefit from a walkthrough.

In this section​

  • Categorize with AI — Classify text into categories you define and branch the automation based on the result.
  • Find company — Search for an existing CRM company by field criteria and bring it into scope for downstream steps.
  • Find custom object — Search for an existing custom object record and bring it into scope for downstream steps.
  • Copy assistant automation — Replicate an AI employee's configuration from a source account to other companies.