> For the complete documentation index, see [llms.txt](https://docs.slatecx.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.slatecx.com/concepts/workflow-actions.md).

# Workflow Actions

Workflow actions are a really powerful feature of the SlateCX platform.

{% embed url="<https://youtu.be/lLEtTQgTDhw>" %}

Because Slates are persistent workspaces, you can do things with them that would be basically impossible for a typical chatbot or voicebot. For example, you can add content or even suggest new content even when the prospect is not looking at the Slate.

When you install SlateCX as an application in HubSpot you will get access to a number of different workflow actions that you can use within the HubSpot workflow builder.

Here is a quick table of the available actions:

| Action                                                         | What it does                                                                                                                                                                        |
| -------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Create a Slate for the contact                                 | Creates a new slate with a unique SlateID for a given contact.  It assumes they do not already have a slate workspace.                                                              |
| Get card summaries for the contact's current Slate             | Creates a human or LLM readable summary for all the cards that are present in the slate. Very useful for providing context to a human SDR or third party LLM.                       |
| Find the contact's current Slate                               | For the given HubSpot contact is will return their most recent SlateID.  The SlateID is the key to their unique workspace.                                                          |
| Get all goal statusesfor the current contacts Slate            | Looks at the goals for a given Slate (as defined in the Slate agent) and provides a status update as to the state of those goals.                                                   |
| Create a shared slate for the Deal's associated contacts       | When operating on a deal object in HubSpot it will determine the associated contacts for the deal, then create a slate workspace, then add those contacts as members of that slate. |
| Recommend and add a card to the Contact's slate                | Looks at a contacts slate, looks at their existing cards and conversation and then makes a recommendation for a useful next card and adds that to the slate.                        |
| Add a card to contact's current slate                          | For a given contact, find their current slate and add a specific card to that slate.  The card will need to be related to a source that is already in the SlateCX campaign.         |
| Get the conversation transcript of the contact's current slate | Get a human or LLM readable transcript of the prior conversation with the slate agent.                                                                                              |
| Publish a HubSpot file to the contact's current slate          | Push a file stored in HubSpot directly to a contact's existing slate.                                                                                                               |
| Get all question answers from the contact's current slate      | Returns all answers for a campaigns configured questions.                                                                                                                           |

To find these actions, login to HubSpot, navigate to Workflows and then create a new workflow. Add an action to that workflow and you will see all the SlateCX actions in the list.

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NOTE: When you modify a slate using a workflow make sure you let the prospect know with an email notification (as the next step in the workflow). &#x20;