Skip to main content
When you click Add Step, you’ll see steps organized by category. Here’s what each one does.

​
AI Steps

​
Ask AI

The most common step. You write a prompt, the AI responds with text. When to use: General questions, summaries, analysis, writing tasks. Settings:
  • Prompt — What you want the AI to do (insert token pills to reference other steps)
  • Model — Choose between GPT-4o (best quality), GPT-4o Mini (fastest), Claude Sonnet 4.5, Claude Haiku 4.5, and others
  • Temperature — Higher = more creative, lower = more consistent (default: 0.7)

​
AI Chef

Like Ask AI, but the AI is required to respond with structured data that matches a schema you define. When to use: When you need specific, consistent fields — not free text. Perfect for data extraction, form filling, and anything you plan to export. Settings:
  • Prompt — What to extract or generate
  • Schema — The structure the output must match (see Schemas)
  • Model — Same model choices as Ask AI

​
Decision

The AI answers a yes/no question. The output is true or false. When to use: Before an If Gate step to conditionally run parts of your workflow.

​
Data Steps

​
Input

Pauses the run and waits for the user to type something. When to use: At the start of a recipe to collect a question, topic, or other input. Also useful mid-workflow for human review or approval. What the user sees: A text input field with a Submit button during the run.

​
Recipe Input

Defines a named parameter for the recipe. Similar to Input, but designed for recipes that will be run via the API or as subrecipes.

​
Compute

Performs calculations on data from other steps — count items, sum numbers, filter lists. When to use: After a loop or structured output, when you need to aggregate or transform data. Settings:
  • Primary Source — Drag in data from another step
  • Aggregates — Choose sum, average, count, min, or max
  • Filter — Add conditions to filter rows

​
Ingest

Loads a document (PDF, web page, text file) into the workflow for AI processing. When to use: When you want the AI to read and analyze an external document. Sources: URLs, uploaded files from the Pantry, or files provided at run time.

​
Logic Steps

​
Loop

Repeats a set of steps for each item in a list. When to use: Process multiple items — analyze 10 companies, summarize 5 articles, research a list of topics. See Loops and Conditions for details.

​
If Gate

Conditionally runs certain steps based on a true/false condition. When to use: Skip steps when a condition isn’t met. Pair with a Decision step. See Loops and Conditions for details.

​
Output Steps

​
Export Table

Converts structured data into a downloadable spreadsheet. Formats: .xlsx (Excel) or .csv When to use: After an AI Chef or Compute step that produces structured data you want in a spreadsheet. See Exporting Results for a full guide.

​
Document

Generates a formatted document from text content. Formats: .docx (Word) or .pdf When to use: To produce a polished report or deliverable from your workflow results.

​
Email

Sends an email with the step’s content. When to use: Notifications, sending results to stakeholders.

​
Search Steps

Searches the web and returns results. Uses Brave Search. When to use: Real-time research. The results can be fed into an AI step for summarization. Searches within an ingested document using semantic similarity. When to use: Finding specific information in a large document without feeding the whole thing to the AI.

​
Composition

​
Mixer

Collects all outputs from a loop into a single list. When to use: After a loop, when you need the combined results for an export or downstream step.

​
Subrecipe

Runs another recipe inside this one. When to use: Reusing a workflow as a building block inside a larger workflow.