When you build a Flow in Runtype, you assemble it from individual steps. Each step handles a specific job like calling an AI model, fetching data, or branching logic. In the Flow builder, steps are organized into four categories: AI, Context, Actions, and Replies.
This guide walks through each category so you can quickly find the right step for what you’re building.
These are the core steps for working with AI models.
Send a prompt to an AI model and get a response. This is the most commonly used step in any Flow. You can configure it to return structured output like JSON so downstream steps can use the result easily. To configure model access for your Flows, see Connecting AI model providers.
Great for: text generation, summarization, classification, analysis, extracting structured data, question answering
A conversational AI step with message history and tool-calling Capabilities. Unlike Run Task, an Agent maintains context across multiple turns and can use Tools like web search, Slack, and Linear to complete complex work.
Great for: multi-turn conversations, agentic workflows with tools, complex reasoning that benefits from iterative steps
If your Flow needs to call external tools or carry on a conversation, use Run Agent. For one-shot prompts, Run Task is simpler and faster.
Context steps gather, store, and prepare data for your Flow.
Crawl a website and extract its content. Use this when you need information from multiple pages or a fuller picture of a site’s content.
Great for: scraping documentation sites, pulling structured content from web pages, feeding website data into AI steps
Grab content from a single URL. This step supports different fetch methods, including Firecrawl for richer scraping. For an end-to-end example that uses Fetch URL in a Flow, see Quickstart: From Flow to Live Surface.
Great for: reading web pages, pulling data from public endpoints, fetching files or documents by URL
Load a Record from Runtype’s data store by type, name, or ID. Use this when your Flow needs to reference information you’ve already saved.
Great for: looking up customer data, pulling from knowledge bases, loading Product catalogs, referencing saved content
Create a new Record or update an existing one. This is how your Flows save data back to Runtype for future use. For the underlying Record model, see Creating and managing records.
Great for: saving conversation history, caching AI results, storing processed data, building a knowledge base over time
Modify specific fields on an existing Record without replacing it entirely. See Creating and managing records if you need the underlying Record model.
Great for: updating a Record’s status, appending new metadata, changing individual fields
Search the web using AI-powered search engines like Exa, or use model-based search to find relevant information.
Great for: finding current information, researching topics, augmenting AI responses with up-to-date web data
Convert text into vector embeddings using an AI model. This is the first step in building semantic search into your Flows.
Great for: preparing data for similarity search, building RAG pipelines
Find similar content by comparing vector embeddings. This works with your connected vector store, such as Weaviate, Pinecone, or pgvector.
Great for: semantic search, finding related documents, powering RAG systems
Save vector embeddings to your vector store so they can be searched later.
Great for: building searchable embedding databases, indexing new content for RAG
Automatically walk through paginated API responses and collect all the results. It supports cursor, offset, page-number, and link-header pagination styles.
Great for: fetching complete datasets from APIs that return results across multiple pages
Render a Liquid template into HTML, email-HTML, markdown, PDF, or plain text. Use this instead of a prompt step when the output is a structured document and the data is already available.
Great for: generating invoices, receipts, email bodies, reports, and other structured documents from data
Save a file to asset storage from a URL download or inline base64 content. Returns a public URL or a time-limited signed URL.
Great for: persisting generated files, storing downloaded content, making files available via URL
Render HTML or markdown to a PDF, store it in asset storage, and return a sharable URL.
Great for: creating downloadable reports, invoices, certificates, and other PDF documents
Action steps do things. They make API calls, run code, send messages, and control how your Flow executes.
Send HTTP requests with full control over the method, headers, body, and authentication. This is your go-to step for integrating with any REST API.
Great for: calling third-party APIs, sending webhooks, integrating with external services
Pause your Flow for a set amount of time, or poll an API until a condition is met like a specific status code or response value.
Great for: waiting for external processes to finish, polling for readiness, adding delays between steps
Send an email message with HTML content.
Great for: notifications, alerts, customer communication, sending AI-generated reports
Execute custom JavaScript in a secure sandbox. Use this when you need to transform data, run calculations, or handle logic that does not fit neatly into other step types.
Great for: data formatting, calculations, string manipulation, parsing and restructuring JSON, custom logic
Run Code supports async/await and helper utilities. Use it when you need full programmatic control within a Flow.
Send analytics events to services like PostHog, Google Analytics, Amplitude, or Segment.
Great for: tracking usage, logging events, triggering analytics workflows
Run an existing Agent with a message and capture its response. This lets you embed Agent behavior as a step within a Flow.
Great for: delegating complex reasoning to an Agent, mixing Flow control with Agent autonomy
Branch your Flow based on a condition. Define what happens when the condition is true and what happens when it is false. Each branch can contain its own sequence of steps.
Great for: if/else logic, routing based on data values, error handling, skipping steps based on conditions
Stream data back to the client in real time as your Flow runs instead of waiting for the entire Flow to finish.
Great for: showing progress updates, streaming AI responses to users, real-time feedback
Some steps connect to external services behind the scenes:
For actions like creating GitHub issues, sending Slack messages, or posting to Linear, use Make API Call for direct integrations, or add Tools to a Run Agent step to let the AI handle the interaction.
Most Flows follow a general shape like this:
You do not need every step in every Flow. A simple Flow might just be a single Run Task step. Start small and add steps as your needs grow.