Workflow Steps

After setting up your workflow's trigger, you can add as many steps as you'd like to the workflow.

Types of Steps

Each type of step performs a different role.

Action

An action is a single task that you automate. Action Steps are plugin actions that allow you define input for each action. Each Action Step has specific output, which is provided by the plugin. You can string together a sequence of actions with other step types. Plugins may include multiple actions.

Artifact

An artifact is a customizable piece of a workflow's total collected information that you particularly want to see. Artifacts are presented differently within a job; rather than lumped in with a workflow's total output, artifacts are displayed as formatted cards in their own tab. They are especially useful for reports.

Decision

In a workflow, decision steps create branches from the main path based on parameters you set. These can be fully automated or human-dependent.

Human Decision

Human decisions require a member of your security team to review the material configured in the Human Decision step. Workflows pause at Human Decision steps, and resume after the decision has been completed by a user.

Automated Decision

Automated decisions operate without human input. These review input against the configured parameters of the decision, then automatically choose which branch of the workflow should be followed. Workflows don't pause at automated decisions.

Helper

Helpers enable you to perform operations on global artifacts and integrate them into your workflows.You can use a Helper step to add global artifacts to a workflow, add new entries to an existing global artifact, or look up existing entries.

Filter

Filter Steps allow you to limit parameters for the remaining workflow steps based on filter parameters you define.

Loop

A loop is a series of instructions that is repeated until an exit condition is met. Loop Steps allow you to execute a sequence of other steps within the loop, until the exit condition is satisfied. You can make the sequence within the loop as long or as short as you need.

Pattern Match

Pattern Match steps allow you to look for a specific text format from a data source and use it as a variable in your workflow.

Join Paths

Available while in branching paths (such as after a Decision or ChatOps step), Join Paths steps can be used in a workflow to merge two or more branches (paths) together to continue on the same execution path.

Snippet

A snippet is a series of one or more steps that represents a modular task or process. Snippet steps may require input. Each snippet step has specific output, which you can configure within the snippet builder. A snippet must be published in order to be configured as a step in a workflow. Snippets are built and stored on the snippets tab of the workflows page.