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What actions are

Actions are the steps your workflows execute. They analyze data, update your PSA, notify people, and coordinate follow‑ups. Each action is purpose‑built for MSP workflows and designed to be reliable, auditable, and fast.
High-level diagram of how actions execute within a workflow

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Types of actions

  • Smart actions: AI-powered steps that summarize, extract, classify, or draft responses.
  • Write to PSA actions: Safely change fields, add notes, create or merge tickets, and update time entries.
  • Notify users actions: Send clear updates to end users or internal teams via email or chat.
Start with read-only or comment-first actions in early tests. Move field‑changing steps later in the sequence once results are consistent.