> For the complete documentation index, see [llms.txt](https://docs.rubica.au/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rubica.au/workflow-automation/action-types-reference.md). # Action Types Reference Every action type available in the Add Action / Add Trigger builders — what each one does and what it needs. Applies to both Stage Actions and outcome-attached actions (see [Stage Outcomes](/workflow-automation/stage-outcomes.md)). Not every type below is live yet — marked Coming Soon where the builder shows the option but it isn't wired up. {% hint style="info" %} **Live** means the type actually does something when it fires. **Coming Soon** means the option exists in the builder today but the engine has nothing to run yet — configuring one now is safe (it just won't do anything until it ships), but don't rely on it for a real client workflow yet. {% endhint %} ## Communication | Type | Status | What it does | | -------------------------- | -------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Automated Email** | ✅ Live | Sends to the client automatically, no human review. Uses a template you pick, or write the content directly. | | **Email** | ✅ Live | Same content options as Automated Email, but the draft **waits in the Job panel** for the adviser to review and send — use this when you want a human check before it goes out. | | **Automated Text Message** | ✅ Live | Sends an SMS automatically, no review. | | **Text Message** | ✅ Live | Waits in the Job panel for the adviser to review and send. | | **Notification** | ✅ Live | Pings someone inside Salesforce — fully self-contained, no external dependency. | | **Alert** | 🔜 Coming soon | Will raise a higher-visibility alert than a plain Notification. | Both Email and Text Message support the same **Send from** (Job owner / a specific person / an Account Team role) and template-vs-write-it-here choices, and both go through the same [merge field](/workflow-automation/merge-fields.md) engine. Email and Automated Email can also send from a **Shared inbox**, a mailbox in your firm's Microsoft 365 such as **. See [Sending an email from a shared inbox](/workflow/stage-actions-and-action-types.md#sending-an-email-from-a-shared-inbox). {% hint style="warning" %} Only the **stage-level** version of Automated Email/Automated Text Message is wired up today. Attaching one directly to an outcome (see [Stage Outcomes](/workflow-automation/stage-outcomes.md)) doesn't send yet — use the stage-level version, or the reviewed Email/Text Message type, on an outcome for now. {% endhint %} ## Documents & Compliance | Type | Status | What it does | | ---------------------------------------- | -------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Document** | ✅ Live | Generates a document from a template — automatically if a template is set on the action, otherwise waits in the Job panel for someone to pick one. | | **File Note** | ✅ Live | Opens the native **New File Note** screen for the adviser — **Quick note** (type it, save, no AI) or **AI-assisted** (drafts from transcripts/rough notes, can suggest follow-up tasks/records/an email). | | **Annature Envelope** | ✅ Live | Waits in the Job panel; opening it launches the existing Send for Signature flow. | | **Form Request** | 🔜 Coming soon | Will send the client a form to fill in and return. | | **Review Job Against Knowledge Article** | 🔜 Coming soon | Will check the Job against a compliance article. | ## Work & Routing | Type | Status | What it does | | ----------------- | -------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | **Task** | ✅ Live | Creates a Task for the team. Assignee = a specific user if set, else the Job owner. Due date = today + a configurable number of days. | | **Job** | ✅ Live | Kicks off a related Job from another Job Template — e.g. an SOA/ROA workflow — seeded at that template's first stage, and linked back to the Job that triggered it. Attached to an outcome, it can also launch **several** related Jobs at once, offer the adviser a pick-list of which to start, and hold the outcome open until they're all done — see [Parallel Sub-Jobs](/workflow-automation/parallel-sub-jobs.md). | | **Skip to Stage** | ✅ Live | Jumps the Job straight to a chosen stage — the automated equivalent of an adviser picking an outcome manually. | | **Close Job** | ✅ Live | Marks the Job Completed with today's date. No further stage-action automation fires on a closed Job. | | **Screen Flow** | ✅ Live | Waits in the Job panel; opening it launches a guided on-screen Flow you point it at. | | **Subflow** | ✅ Live | Runs a reusable Flow in the background the instant it fires — no screen, no waiting. | | **Log Time** | 🔜 Coming soon | Will log time against the Job automatically. | ## Household Data | Type | Status | What it does | | ----------------- | ------ | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Update Fields** | ✅ Live | Opens a small, pre-filled form in the Job panel scoped to exactly the fields you choose on the household Account — pick them from a live, searchable field list when you configure the action, no code involved. Good for capturing something like a Next Review Date straight off a meeting. | | **Goals** | ✅ Live | Opens the household's Goals review screen for the adviser. | ## Client & Ops | Type | Status | What it does | | ---------------- | -------------- | ----------------------------------------------------------- | | **Checklist** | ✅ Live | Attaches a checklist template for the team to work through. | | **Opportunity** | 🔜 Coming soon | Will create or update an Opportunity. | | **NPS Request** | 🔜 Coming soon | Will ask the client for a satisfaction score. | | **Send Invoice** | 🔜 Coming soon | Will raise an invoice for the client. | ## AI | Type | Status | What it does | | --------------- | -------------- | --------------------------------------------------------------------- | | **AI Assisted** | 🔜 Coming soon | Will draft something with AI for a human to check before it goes out. | ## See also * [Stage Actions — Overview](/workflow-automation/stage-actions-overview.md) — the timing/recipient/condition fields shared by every action above * [Parallel Sub-Jobs](/workflow-automation/parallel-sub-jobs.md) — the Job action's join-gate and adviser-picker options * [Merge Fields](/workflow-automation/merge-fields.md) * [Admin & Troubleshooting](/workflow-automation/admin-and-troubleshooting.md) — for the handful of types with known rough edges