A

Action

A step that an automated workflow performs, such as sending an email, updating a database, calling an API, or creating a document.

In-Depth Explanation

An action is a single step that automation performs. Actions are the "what" of automation - the actual work being done after a trigger fires.

Common action types:

  • Data operations: Create, read, update, delete records
  • Communications: Send email, SMS, Slack messages
  • Documents: Generate, transform, sign documents
  • Integrations: Call APIs, sync data between systems
  • Notifications: Alert users, create tasks
  • Calculations: Transform data, apply business logic

Action design principles:

  • Idempotent: Safe to retry without side effects
  • Atomic: Complete fully or not at all
  • Logged: Record what happened for debugging
  • Error-handled: Graceful failure with clear messages

Action chaining:

  • Sequential: One after another
  • Conditional: Based on previous results
  • Parallel: Independent actions simultaneously
  • Loops: Repeat for multiple items

Business Context

Actions are where automation delivers value. Well-designed actions are reliable, observable, and maintainable - critical for production business processes.

How Clever Ops Uses This

We design robust action implementations for Australian businesses, ensuring automations are reliable enough for mission-critical processes.

Example Use Case

"An order processing workflow with actions: validate inventory → charge payment → generate invoice → update CRM → send confirmation email."

Frequently Asked Questions

Category

automation

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