A workflow in Evo Workflow Automation is built from nodes. Each node is a single unit of work: it receives the output of the node before it, does one job, and passes its result to the node after it. Building a workflow is a matter of choosing which nodes to place on the canvas and how to connect them.
Workflow Automation includes over 50 node types. This article explains the different categories of node, what each one does, and when to use it.
⚠️ Important: Evo Workflow Automation is not part of the Evo Standard offering. Contact your Access account manager to find out more.
The three roles a node can play
Before looking at individual node types, it helps to understand the three roles a node can play in a workflow.
Trigger nodes start the workflow. Every workflow has exactly one trigger, and nothing runs until it fires. The trigger determines when the workflow runs and what data it starts with. Triggers are covered in detail in the Evo Workflow Automation: Triggers article.
Action nodes do the work. Everything after the trigger is an action node - the steps strung along the line that send emails, query data, call services, make decisions, and transform information. Most action nodes follow a simple pattern: take the previous node's output, do one thing, pass the result on.
Sub-nodes configure a parent node rather than running on their own. They attach to an anchor on the side of a parent node - most commonly the AI Agent - and define how that parent behaves. A sub-node does not sit in the line and does not execute independently.
Triggers
Trigger nodes start the workflow. Every workflow must have exactly one. The available triggers are covered in full in the Evo Workflow Automation: Triggers article.
Actions
Action nodes perform operations on external systems or on the data flowing through the workflow. They cover a wide range of tasks, from sending a message to writing a record to making a web request.
Common action nodes include:
Send email - sends an email to one or more recipients, with support for dynamic content built from earlier nodes in the workflow.
HTTP request - makes a request to any web address. Use this to call an external service, retrieve data from an API, or send data to a system that does not have a dedicated integration node.
Respond to trigger - sends a response back to the caller of a Webhook trigger. Use this when you need full control over what the caller receives, including the message content and format.
Execute workflow - calls another workflow and waits for it to finish before continuing. Use this to reuse a sub-workflow from multiple parent workflows.
Sticky note - adds a note to the canvas for documentation purposes. Sticky notes never execute and are skipped by the engine.
AI nodes
AI nodes bring artificial intelligence (AI) decision-making into your workflows. Rather than following a fixed set of steps, AI nodes can analyse data, generate content, make routing decisions, and take actions based on what they find.
AI Agent
The AI Agent is the most powerful AI node. You give it a goal and a set of tools, and it works out the steps itself - calling a large language model, deciding what to do, using a tool, reviewing the result, and repeating until the task is done.
The AI Agent is built from sub-nodes attached to its anchors:
Anchor | What it does | Required? |
Chat model | The LLM the agent uses to reason and respond. | Yes. |
Memory | Conversation history, so the agent remembers earlier turns in the same session. | No. |
Parser | Constrains the agent's output to a defined structure, making it easier for downstream nodes to act on. | No. |
Tools | Nodes the agent is allowed to call while it reasons — for example, searching a knowledge base, making a web request, or running a calculation. | No. |
📌 Note: Without a memory sub-node, each agent run starts fresh with no knowledge of previous runs. Attach a memory sub-node if you need the agent to hold a conversation across multiple turns.
Chat model nodes
Chat model nodes attach to the AI Agent's chat model anchor and define which LLM the agent uses. The available options include:
Access LLM — routes through Access's AI platform. No separate account or API key is needed. This is the simplest option for most workflows.
Anthropic — connects directly to Anthropic's Claude models using your own API key.
OpenAI — connects directly to OpenAI's models using your own API key.
Google Gemini — connects directly to Google's Gemini models using your own API key.
Other providers — additional LLM providers are available for teams with specific requirements.
🤓 Tip: If you do not have a preference for a specific provider, start with Access LLM. It requires no additional setup and is available to all Workflow Automation users.
Memory nodes
Memory nodes attach to the AI Agent's memory anchor and give the agent access to conversation history.
Simple memory - stores conversation history for the current run only. Suitable for single-session conversations.
Chat memory manager - maintains history across multiple runs of the same chat session. Use this when the agent needs to remember what was said in earlier sessions.
Agent Output Parser
The Agent Output Parser attaches to the AI Agent's parser anchor. By default, an agent returns free-form text. The parser constrains the output to a structure you define, making it straightforward for downstream nodes to read specific fields from the response.
Use the parser when the next node in the workflow needs to act on the agent's output rather than display it to a user.
Tool nodes
Tool nodes attach to the AI Agent's tools anchor and give the agent capabilities it can use while reasoning. The agent decides which tools to use and when - you simply make them available by wiring them in.
Available tool nodes include:
Knowledge base search - searches a knowledge base you have set up in Workflow Automation and returns relevant content.
HTTP request - calls a web address. The same node that acts as a step in the line elsewhere becomes a tool the agent can call mid-reasoning.
Evo tool - gives the agent access to capabilities from other Evo products.
Code - runs a calculation or data transformation the agent can use as part of its reasoning.
Web search - searches the web and returns results for the agent to use.
Agent Builder node
The Agent Builder node runs a published Evo Assistant from inside your workflow. An Evo Assistant is an agent built and configured separately in the Assistant Builder - with its own persona, instructions, tools, and connectors - and then published for reuse.
Use the Agent Builder node when:
You want to reuse an agent that is already built and maintained elsewhere.
The agent's capabilities are shared across multiple workflows or products.
You want to keep the workflow canvas simple rather than assembling an agent from sub-nodes.
Data nodes
Data nodes transform, filter, and reshape the information flowing through the workflow. They do not call external services - they operate on the data itself.
Node | What it does |
Set | Adds or updates fields on each item passing through. Use this to prepare data before passing it to the next node. |
Edit fields | Renames, removes, or restructures fields on each item. |
Filter | Removes items that do not match a condition. Only matching items continue to the next node. |
Transform | Applies a transformation to each item or to the whole collection. Use this for more complex reshaping than Set or Edit fields can handle. |
Merge | Combines the outputs of two or more branches back into a single stream. |
Split | Divides a collection of items into individual items so that downstream nodes process them one at a time. |
Aggregate | Combines multiple items into a single item — for example, collecting individual results into a summary. |
Sort | Orders items by one or more fields. |
Limit | Restricts the number of items that continue to the next node. |
Data table | Reads from or writes to a built-in Workflow Automation data table. Use this to store and retrieve structured data without needing an external database. |
Knowledge base | Reads from or writes to a built-in Workflow Automation knowledge base. Use this to store reference material that AI nodes can search. |
Logic nodes
Logic nodes control the flow of the workflow. They do not call external services or transform data - they decide which path the workflow takes next.
Node | What it does |
IF | Splits the workflow into two paths based on a condition. Items that match the condition follow one path; items that do not follow the other. |
Switch | Splits the workflow into multiple paths based on a value. Use this when there are more than two possible routes. |
Loop | Runs a branch of the workflow once for each item in a collection. Use this when you need to process a list of items individually. |
Wait | Pauses the workflow for a set amount of time before continuing. |
Stop and error | Ends the workflow immediately and records an error. Use this to halt a workflow when a condition is met that should not be allowed to continue. |
Integration nodes
Integration nodes connect your workflow to external services. Each integration node is pre-configured to work with a specific service, so you do not need to build the connection yourself - you simply provide the appropriate credentials.
Microsoft 365
Node | What it does |
Outlook | Sends and reads emails from a Microsoft Outlook mailbox. |
Microsoft Teams | Sends messages to a Teams channel or chat. |
OneDrive | Reads, writes, and manages files in Microsoft OneDrive. |
SharePoint | Reads and writes documents and list items in Microsoft SharePoint. |
Excel | Reads from and writes to Excel files stored in OneDrive or SharePoint. |
📌 Note: Microsoft 365 integrations require an app registration to be set up on your organisation's Microsoft Azure tenant before they can be used. Contact your Evo administrator to arrange this.
Communication and collaboration
Node | What it does |
Slack | Sends messages to a Slack channel or user. |
Access Mail | Sends emails using Access's own mail service. No external email account is needed. |
Data and databases
Node | What it does |
Database | Queries and writes to a connected database. |
HTTP request | Makes a request to any web address. Use this as a general-purpose integration when a dedicated node is not available for the service you need. |
Evo products
Node | What it does |
Evo tool | Connects to capabilities from other Evo products, such as Access Kanban. |
Evo connector | Connects to Access product data and services from within a workflow. |
Task and project management
Node | What it does |
Asana | Creates and updates tasks in Asana. |
Choosing the right node
Use the following as a guide when deciding which type of node to use:
You need to start the workflow - use a Trigger node.
You need to send something, call a service, or write a record - use an Action or Integration node.
You need AI to analyse, generate, or decide - use an AI Agent node.
You need to reshape, filter, or store data - use a Data node.
You need to branch, loop, or control the flow - use a Logic node.
You need to connect to an external service - use an Integration node.
You need to reuse an agent built elsewhere - use the Agent Builder node.
