Household actions
These actions operate on the household associated with the triggering record.Add tag
Add a tag to the household.Remove tag
Remove a tag from the household.Add note
Add a note to the household record.Add comment
Add a comment to the household.Send email
Send an email to the household. Only one send email action is allowed per branch path.
Type
{ in an email Subject to choose an available variable. Use Current date for the date when the automation runs; available record variables depend on the trigger and earlier actions.
Send SMS to client
Send a text message to people in the client household. Only one SMS action is allowed per branch path.Create opportunity
Create a new opportunity for the household. The created opportunity becomes available to later actions.Find opportunity
Find the most recently updated opportunity for the household. The found opportunity becomes available to later actions (such as Move to stage).Add to sequence
Enroll the household in a sequence.Remove from sequence
Remove the household from a sequence.Start project
Start a project from a template. When the trigger provides a household, the project belongs to that household. A recurring automation configured to run Once per book creates a book-level project without a related household.
If the selected project type’s first milestone has form fields, they appear below the action settings. Enter fixed values or insert data supplied by the trigger. When a chat-triggered run is still missing a required value, Slant provides a Complete project setup link instead of starting an incomplete project.
Find project
Find the most recently updated project for the household. The found project becomes available to later actions such as Move to milestone.Promote to client
Promote a prospect household to a client. This action has no configuration fields — it promotes the household directly.Update attribute
Set the household’s Tier, Next review date, or a supported custom field. Choose Attribute, then set Value. Date values support Specific date, Today, Tomorrow, In 1 week, In 1 month, In 1 year, and Clear date. Relative dates are calculated when the automation runs. Next review date updates apply to clients.Delete open tasks
Delete the household’s open tasks and stop their recurring series. Completed tasks remain.Contact actions
Choose these actions when your automation runs for an other contact. Notes, tags, and sequence enrollment apply to that contact. Email and SMS use the contact’s own primary email address and phone number.
Only one Send email and one Send SMS action are allowed per branch path. You can also use Create task to add a task for the contact.
Business actions
Use these actions when your trigger supplies a business:- Add note adds a note to the business.
- Send email sends to the business’s primary email address.
- Send SMS sends to the business’s primary phone number.
- Start business project creates a project from a business Project template. Set an optional Project name and Assigned to.
Task actions
Create task
Create a new task. The task is linked to the household or record associated with the trigger.How user-reference custom field assignment resolves at run time. When the automation runs, Slant picks the assignee in this order:
- If you chose a specific user, the task is assigned to that user.
- If you chose a user-reference custom field, Slant reads that field off the household and assigns the task to whoever is set there.
- If the custom field is blank on the household, the task is created with no assignee.
When a project is available to the automation, Create task adds the task to its current milestone. Tasks linked to projects cannot repeat, so Repeats is disabled in that context.
Calculate task deadlines
With Relative date, enter an amount and unit, then choose the reference date. Available references depend on the trigger and record context. Household dates include Client since, Next review date, Next touchpoint date, and Next meeting date. With Next occurrence of, choose Day of the week, Day of the month, or Month and day. For monthly deadlines, you can select Last day of the month. The editor previews the resulting deadline under If run today. Calendar deadlines can fall on the current day. A numbered day such as the 31st skips months without that day; use Last day of the month for a deadline in each month.Update tasks
Update matching tasks on the record supplied by the automation. Under Only update tasks if…, use Add filter to restrict tasks by Current status, Currently assigned to, or Current priority. Under Set on matching tasks, choose Status, Priority, Assign to, or Due in. Leave a setting unchanged to preserve its current value.Update task
Update the task in the automation’s context (for example, the task from a task trigger). Every field is optional — only the fields you set are changed, and any field left blank or set to No change leaves the task unchanged.This action requires a task in the automation’s context. A task trigger or an earlier Create task action can provide that task.
Add comment
Add a comment to the task in the automation’s context.Opportunity actions
These actions require an opportunity in context — either from an opportunity trigger or from a previous Create opportunity or Find opportunity action.Move to stage
Move the opportunity to a specific pipeline stage.Add comment
Add a comment to the opportunity.Project actions
These actions require a project in context from a project trigger, Start project, or Find project.Move to milestone
Move the project to a milestone in its project type.
Project types with Require milestones in order enabled cannot skip ahead past the next milestone.
AI actions
AI actions use artificial intelligence to process data, make decisions, and generate content. Input quality directly affects output quality — be specific in your prompts and descriptions.Categorize
Use AI to sort a record into one of your defined categories. Returns the selected category, a confidence score (0–100), and the reasoning behind the choice.Filter
Use AI to evaluate whether a record meets criteria you describe in plain language. Records that match continue through the automation; records that don’t are stopped.Draft email
Use AI to generate an email draft from a Household or Meeting Magic button automation. The action returns a subject line and HTML body that you can use in subsequent actions.Draft email is available only with a Magic button trigger under Household or Meeting. Meeting scheduled and other automatic triggers cannot create an AI email draft, even when they provide household or meeting data.With a Meeting Magic button, the meeting must be linked to a client or prospect before the action can create a draft. A linked other contact or business does not satisfy this requirement.
Research
Use AI to look up information and return a summary. The AI has access to web search and other research tools.Parse and create contact
Extract contact information from an email or meeting and create a new record. Only one parse action is allowed per branch path. Requires an email or meeting in the automation context.
When the record type is Client or Prospect, the AI also extracts a spouse or partner if one is mentioned and adds them to the same household. Words like “wife” or “husband” mark the second person as a spouse, and “partner”, “domestic partner”, or “fiancé” mark them as a partner.
This action stops its branch if no primary email is found or an existing record of the chosen type matches the primary or spouse email in that book. It does not reuse the existing record. When creation succeeds, later actions can use the new household or contact.
Flow actions
Flow actions control the execution path of your automation.Branch
Split the automation into conditional paths. Each branch can have its own conditions, and records flow down the first branch whose conditions match. A default branch catches records that don’t match any other path.
After adding a branch action, each branch path appears as a separate column on the canvas. Add actions to each branch independently.
Wait
Pause the automation for a specified duration before continuing to the next action.The maximum wait time is 30 days.
System actions
Internal notification
Send a notification to team members via email or SMS. Use this to alert your team about important events.Create task
Create a new task — see Task actions above. This action appears in both the Task and System categories.Confetti
Trigger a confetti celebration on screen for selected team members.FAQ
Can I use the result of one action in a later action?
Can I use the result of one action in a later action?
Yes. Some actions provide data to later steps — for example, Create opportunity makes the opportunity available, and AI actions provide their results as variables. You can reference these outputs using dynamic variables in text fields.
What does 'requires subject' mean?
What does 'requires subject' mean?
Some actions need a specific record type in context to work. For example, Move to stage requires an opportunity. If your trigger doesn’t provide one, add a Create opportunity or Find opportunity action earlier in the automation.
Why is an action grayed out in the picker?
Why is an action grayed out in the picker?
An action may be unavailable if the trigger or record context is incompatible, or if a “one per branch” action (like Send email) has already been added to the current branch path. For example, Draft email requires a Household or Meeting Magic button trigger. Hover over the action to see why it’s disabled.
Is there a limit on how many actions an automation can have?
Is there a limit on how many actions an automation can have?
There is no hard limit on the number of actions. However, longer automations are harder to debug — keep workflows focused on a single purpose when possible.