Actions call external services, run database queries, branch with conditions, pause, clone GitHub repos, open pull requests, send notifications, manage files, edit Jira issues, and surface AskRaian AI and Codex responses inside each run.

System

3 actions

HTTP request

Call REST endpoints with headers, auth, and JSON bodies.

Condition

Branch your canvas by evaluating expressions against prior outputs and routing to success or failure paths.

Delay

Pause a workflow for seconds, minutes, or hours (max 24h) and resume with the original data.

Data

5 actions

Find email attachment

Select an inbound email attachment by filename/content-type filters or by explicit index.

Upload file to vector store

Push files from URLs or GCS into a chosen vector store for retrieval.

Generate text file

Write text to a file in GCS and return a shareable URL.

Generate PDF

Render markdown into a PDF and store it in GCS for downstream packaging.

Merge PDFs

Combine multiple PDFs (from URLs or GCS paths) into a single merged document.

Database

2 actions

MongoDB

Run find, findOne, aggregate, or count queries on a configured MongoDB connection.

SQL DB

Execute SQL statements (SELECT, INSERT, UPDATE, DELETE) using a PostgreSQL connection string.

Resend

1 action

Send email

Deliver transactional or notification emails with Resend, including scheduled sends, reply-to settings, and optional file attachments.

Jira

3 actions

Jira: change status

Move Jira issues through their workflow by selecting the issue and target status.

Jira: assign issue

Assign Jira issues to a user (or clear the assignee) using account IDs or emails.

Jira: edit issue

Update Jira issue fields (summary, labels, assignee, and more) using a multi-field editor.

ClickUp

3 actions

ClickUp: change status

Move ClickUp tasks to a new status, using either a selected task or a template task id.

ClickUp: assign task

Add or remove ClickUp assignees (or clear all) with workspace user pickers.

ClickUp: edit task

Update task fields (name, description, dates, priority, points) using a multi-field editor with template values.

1 action

Send WhatsApp message

Send approved WhatsApp templates via Meta, including a PDF attachment in a Document header from a webhook upload, file URL, or WhatsApp media ID.

AskRaian AI

5 actions

Transcribe audio

Turn voice notes and audio files into text, including WhatsApp audio payloads.

Transcribe image

Extract text from screenshots and WhatsApp images for downstream routing.

Generate text

Use AskRaian AI with templates and current GPT-5.6 models to generate prose or structured JSON. Missing or retired saved models use the platform default automatically.

Generate image

Create marketing or creative imagery with AskRaian AI and push results into downstream steps.

Generate PDF (AI)

Generate markdown from a prompt and render it directly to PDF, with optional vector-store PDF templates and direct template upload from the step configuration.

Codex

1 action

Codex

Run Codex tasks with a current coding model and reasoning effort. Unsupported saved overrides use the compatible platform default, with optional sandbox Git workflows for branch/commit outputs.

GitHub

4 actions

GitHub: Clone repo

Clone a GitHub repository into a temporary workspace for downstream automation steps.

GitHub: Checkout branch

Create or reuse a branch from a selected source branch for downstream steps.

GitHub: Create PR

Open pull requests from workflow branches, including Codex-generated changes.

GitHub: Get PR

Fetch a pull request, its files, and diff for automated reviews.

Send a webhook PDF in a WhatsApp template

Connect a Webhook trigger to Send WhatsApp message. The recipient receives a template message with the PDF as a downloadable document attachment. Each execution can send a different PDF using the same approved template.

Connect the workflow's WhatsApp Business number and select an approved template with a Document header. To create one, open Manage templates, choose a Document header, and upload a sample PDF for Meta's review. Wait until the template is approved before using it for sends.
Set the recipient from the webhook's to field. Use an international phone number including its country code. Add to as a string in the trigger's Request Schema so the @ picker can offer it. For a JSON URL payload, also add pdfUrl and filename as string fields.
In the Document header, choose the PDF URL source. Type @ and select the webhook's attachments[0].url for a multipart upload, or pdfUrl for the JSON example. An existing WhatsApp media ID is also supported by selecting the media ID source instead.
Optionally set the filename from attachments[0].filename for an upload or filename for JSON. Fill any body or button text parameters required by the template, then save the workflow.
POST a PDF and recipient to the webhook. Open the resulting execution to confirm the WhatsApp action succeeded, then confirm the recipient received the PDF attachment.

The @ picker creates references using the actual trigger node ID. For example, a trigger with ID webhook and label Webhook would use these values:

Recipient: {{@webhook:Webhook.to}}
PDF URL: {{@webhook:Webhook.attachments[0].url}}
Filename: {{@webhook:Webhook.attachments[0].filename}}

A PDF URL must let Meta download the file without additional authentication. Webhook upload URLs expire after seven days, so send before that expiry. If you use a media ID, supply an ID for a PDF already uploaded to Meta and accessible to the connected WhatsApp Business number. A sample uploaded for template review is not the document automatically sent by each workflow run.

The selected template must have a Document header. A text-only template cannot carry a PDF attachment. Supplying a URL as a body text parameter only inserts text into the message.

Webhook upload examples and limits

GitHub authentication

Connect GitHub from the workflow sidebar to browse repositories and branches directly in the GitHub Clone Repo and GitHub Create PR actions.

You can still paste a repository URL manually in Advanced if you don't want to use the dropdowns.

If you only need the repo URL/ref (for example before a Codex sandbox step), disable repository download in the GitHub Clone Repo action.

Codex can also commit and open a pull request automatically when run in a sandbox with a connected GitHub token.

Data handoff

Type @ in any text field to reference outputs from previous nodes. Use these templates for HTTP bodies, email drafts, or AI prompts.

Run logs capture each step's inputs, outputs, errors, and status, so you can audit the exact payload that moved through your workflow.

- Disable a step to skip it without removing it from the canvas.

- Replay past runs or clone executions to understand how actions behave with real payloads.

Want to revisit the trigger types before wiring actions?

Back to triggers