Agent

The Agent step runs a pre-configured AI Agent from your workspace inside an automation flow. Unlike single-prompt steps, it can use configured tools to complete multi-step tasks.

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You need to enable AI to use this feature.

Before you start

Create and test an Agent first, then reference it in your automation:

Behavior

Automation agents run in a goal-oriented mode. Unlike interactive chat agents, they are optimized to focus on completing the specific task defined in the prompt rather than maintaining a conversational tone.

Permissions

By default, agents executed via an automation step run with Admin permissions. This allows them to perform system tasks and access data without being constrained by the triggering user's role.

If the agent triggers a tool that requires human approval (escalation), the automation will pause. Once the action is approved by a human, the agent will resume execution using the permissions of the original automation requester.

Example use cases

Looking up workspace data with tools, then returning an answer.
Running an Agent to decide and execute follow-up actions in a workflow.
Producing structured JSON output for downstream automation steps.

Inputs

Agent (required) - The Agent configuration to run.
Prompt (required) - The task or question sent to the Agent.
Use structured output (optional) - Enables schema-constrained output.
Output Schema (optional) - JSON schema used when structured output is enabled.

Output

success - Whether the Agent completed successfully.
response - The Agent's response text.
output - Structured object output when an output schema is used.