Step Types
Last updated: December 26, 2025
Flows support ten types of steps. Each serves a different purpose.
STEP TYPE COMPARISON
Step Type | Purpose | Creates Task | Creates Output Document |
Intake (Trigger) | Collect initial data | No | No |
Agent | AI analysis | No | No |
Generate | Create documents from templates | No | Yes |
Notify | Send updates to teams/people | No | No |
Negotiate | Multi-party document review | Yes | Yes |
Sign | Request signatures | Yes | Yes |
Collect | Gather data from external sources | Yes | No |
Approval | Request human approval | Yes | No |
Condition | Branch logic based on data | No | No |
Customization | Modify task properties | No | No |