Steps

A step is a unit of processing that a workflow runs in order from top to bottom. Add one from Add step in the editor, and drag to reorder. See Limits for the maximum number of steps.

Steps are grouped as follows when you add them.

Group	Contents
Codatum actions	Run Query / Run Report / Screenshot / Email / LLM
Integrations	Slack integrations you've already created (shown by integration name)

Each step can have an execute-if condition. For embedding values in the body, messages, and so on, see Template variables.

Run Query

Runs the specified saved query and makes the result available to later steps.

Item	Description
Query	The saved query to run. You select it together with its connection

Later steps can reference up to 20 rows of the result through template variables (see Limits). For example variables, see Template variables.

If you create a workflow from the right sidebar on a query detail, this step opens already configured.

Run Report Beta

Runs a report. Placing it right before a Screenshot step lets you capture the latest results.

INFO

This feature is in beta. The specification might change without notice.

Item	Description
Report	The report to run
Use default parameters	Off by default. When on, resets parameters to the report's default values before running
Timezone for relative dates	Shown when Use default parameters is on. UTC is used if not set
Update report after run	Off by default. When on, saves the run's results back to the report

Screenshot Beta

Captures a specific report page as a PNG. The resulting file URL can be used in a later Email or Slack attachment.

INFO

This feature is in beta. The specification might change without notice.

Item	Description
Report	The target report
Page	The page to capture
Run ID	The ID of the report run. If a Run Report step immediately precedes this one, a template variable referencing that step's runId might be filled in automatically
Format	Type is PNG only. Theme is Light / Dark (default is light). Locale is en-US / ja-JP (defaults based on browser language)

Email

Sends email to users or groups in the workspace.

Item	Description
To	Choose 1-20 users or groups (Limits)
Subject	Up to 200 characters. Supports template variables
Body	Sent as HTML. Supports template variables (up to 5,000 characters)
Attachment	Optional. You can specify a file URL from an earlier step, such as Screenshot, using a template variable

The sender is noreply@workflow.codatum.com. The email footer includes a link back to the workflow.

LLM

Runs natural language processing using an AI profile. Not selectable if Codatum AI is disabled for the workspace. When the workflow runs, the context (notebooks or folders) linked to the AI profile isn't loaded.

Item	Description
AI Profile	The AI profile to use. Create and review profiles under AI Profile settings
Prompt	The content sent to the LLM. Supports template variables (up to 5,000 characters)

Slack

Sends a message to a specified channel. Requires a Slack integration to be created first.

Creating the integration

1. Open global nav > Workspace settings > Options > Integrations.
2. Select New integration, then choose Slack.
3. In Create Slack integration, select Connect and approve on the Slack side.

Add the Codatum app to the destination channel in Slack with /invite @Codatum. If a channel doesn't appear in the list, check that the app has been invited there too.

You can also open the same settings screen from Create integration when adding a step.

Settings

The display name is the integration's name.

Item	Description
Channel	The destination. Select Refresh channels to fetch the list again
Message Text	Supports template variables (up to 5,000 characters). For formatting syntax, see Slack's message formatting guide
File	Optional. You can specify a file URL from an earlier step
Thread (optional)	Specify the message timestamp from an earlier Slack step to reply in that thread
Include Link to Codatum	On by default. Adds a link back to the workflow. Viewing the link requires owner permission