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Update automations-steps-reference.mdx#141

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Update automations-steps-reference.mdx#141
rtfc1 wants to merge 1 commit intomainfrom
rtfc1-automation-step-details

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@rtfc1 rtfc1 commented Mar 9, 2026

More details around calling other automations, webhooks, and functions. More details on required inputs/ouputs.

Summary by CodeRabbit

Release Notes

  • Documentation
    • Enhanced automation steps reference documentation with comprehensive guides for each step type, including field tables and usage examples.
    • Added detailed guidance on CEL/template syntax, data access patterns, and error handling for automation configuration.
    • Improved clarity on step references and debugging tips.

More details around calling other automations, webhooks, and functions. More details on required inputs/ouputs.
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coderabbitai bot commented Mar 9, 2026

📝 Walkthrough

Walkthrough

The pull request comprehensively rewrites the automation steps reference documentation, introducing structured guidance on data access, CEL/template syntax, field validation tables, and error handling for each automation step. The changes are documentation-only with no modifications to code signatures or public APIs.

Changes

Cohort / File(s) Summary
Automation Steps Reference Documentation
product/admin/automations-steps-reference.mdx
Complete rewrite introducing standardized per-step sections including data access guidance, CEL/template usage, field requirement tables, error behavior documentation, and expanded coverage for Slack, Wait, Campaigns, Entitlements, Webhooks, Tasks, Accounts, Functions, and conditional logic steps.

Estimated code review effort

🎯 1 (Trivial) | ⏱️ ~5 minutes

Poem

📚✨ A rabbit hops through docs so bright,
Structuring steps with tables tight,
CEL and templates, fields aligned,
Automation wisdom, beautifully designed! 🐰

🚥 Pre-merge checks | ✅ 2 | ❌ 1

❌ Failed checks (1 inconclusive)

Check name Status Explanation Resolution
Title check ❓ Inconclusive The title is vague and generic, using a non-descriptive phrase that doesn't convey the meaningful details of the changes made. Consider using a more descriptive title that highlights the main improvement, such as 'Restructure automations-steps-reference with comprehensive field tables and CEL guidance' or 'Expand automations-steps-reference with detailed step documentation'.
✅ Passed checks (2 passed)
Check name Status Explanation
Description Check ✅ Passed Check skipped - CodeRabbit’s high-level summary is enabled.
Docstring Coverage ✅ Passed No functions found in the changed files to evaluate docstring coverage. Skipping docstring coverage check.

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✨ Finishing Touches
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Actionable comments posted: 1

🧹 Nitpick comments (4)
product/admin/automations-steps-reference.mdx (4)

131-139: Add error behavior documentation.

For consistency with other sections, consider adding an "Error behavior" section to document what happens when the target user can't be resolved or when the status change fails.

🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed.

In `@product/admin/automations-steps-reference.mdx` around lines 131 - 139, Under
the "Modify user status" section add an "Error behavior" paragraph describing
failure cases: when the Target user cannot be resolved (e.g., not found or
ambiguous) and when the status change API call fails (e.g., validation error,
permission denied, or network/error response), include what error is returned,
whether the step retries or aborts, and suggested remediation; reference the
existing "Modify user status" heading and the "Target user" and "New user
status" fields so the error scenarios map back to those inputs.

120-128: Add error behavior documentation.

For consistency with other sections, consider adding an "Error behavior" section to document what happens when the target user can't be resolved or when access profile removal fails.

🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed.

In `@product/admin/automations-steps-reference.mdx` around lines 120 - 128, Add an
"Error behavior" subsection under the "## Remove access profiles" section that
documents failure cases and outcomes: describe what happens when the "Target
user" can't be resolved (e.g., operation aborted, 404 or "user not found" error
returned, no profiles changed) and what happens when removing one or more
"Access profiles" fails (e.g., partial failures with details of which profiles
failed, retry behavior, and error codes/messages returned). Reference the
existing field names "Target user" and "Access profiles" and mirror the
tone/format used in other sections so callers know expected error responses and
whether the operation is transactional or partial.

148-148: Consider "On-Demand" hyphenation for consistency.

The term "On Demand" in "must use an On Demand trigger" could be hyphenated as "On-Demand" when used as a compound adjective. However, verify this matches the exact terminology used in the ConductorOne UI to maintain consistency with the product interface.

🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed.

In `@product/admin/automations-steps-reference.mdx` at line 148, Update the phrase
"must use an On Demand trigger" in the table row containing "Automation name |
Yes | No | The target automation (must use an On Demand trigger)" to use
"On-Demand" as a hyphenated compound adjective (i.e., "must use an On-Demand
trigger") and confirm the change matches the exact terminology used in the
ConductorOne UI before committing.

177-187: Add error behavior documentation.

For consistency with other sections, consider adding an "Error behavior" section to document what happens when:

  • The target user can't be resolved
  • No matching tasks are found
  • The specified action fails to complete
🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed.

In `@product/admin/automations-steps-reference.mdx` around lines 177 - 187, Add an
"Error behavior" section under the "Perform task action" heading that documents
the failure modes for the step: describe what happens when the target user can't
be resolved (e.g., step returns a user-not-found error), when no matching tasks
are found (e.g., returns a no-tasks-found result or non-fatal warning), and when
the specified action fails to complete (e.g., action-specific error with retry
guidance). Reference the same step name "Perform task action" and the fields
"Whose tasks", "Task type", and "Action to take" so readers can correlate inputs
to each error case and include recommended responses or next steps for each
error.
🤖 Prompt for all review comments with AI agents
Verify each finding against the current code and only fix it if needed.

Inline comments:
In `@product/admin/automations-steps-reference.mdx`:
- Around line 110-117: Expand the "Modify delegate" section in
product/admin/automations-steps-reference.mdx by adding the missing
configuration fields, error behavior, and examples: list and describe
configurable delegation settings (e.g., delegate_target, permissions/grants,
start_time, end_time, notify_delegate) and indicate which are required and
CEL-validated (reference the existing table format used for other steps), add an
"Error behavior" subsection describing retry/failure states and typical error
messages returned by the Modify delegate step, and include at least two concise
examples showing common use cases (temporary delegation with start/end times and
granting specific permissions). Ensure the new content follows the same style
and heading structure as other automation steps in the doc.

---

Nitpick comments:
In `@product/admin/automations-steps-reference.mdx`:
- Around line 131-139: Under the "Modify user status" section add an "Error
behavior" paragraph describing failure cases: when the Target user cannot be
resolved (e.g., not found or ambiguous) and when the status change API call
fails (e.g., validation error, permission denied, or network/error response),
include what error is returned, whether the step retries or aborts, and
suggested remediation; reference the existing "Modify user status" heading and
the "Target user" and "New user status" fields so the error scenarios map back
to those inputs.
- Around line 120-128: Add an "Error behavior" subsection under the "## Remove
access profiles" section that documents failure cases and outcomes: describe
what happens when the "Target user" can't be resolved (e.g., operation aborted,
404 or "user not found" error returned, no profiles changed) and what happens
when removing one or more "Access profiles" fails (e.g., partial failures with
details of which profiles failed, retry behavior, and error codes/messages
returned). Reference the existing field names "Target user" and "Access
profiles" and mirror the tone/format used in other sections so callers know
expected error responses and whether the operation is transactional or partial.
- Line 148: Update the phrase "must use an On Demand trigger" in the table row
containing "Automation name | Yes | No | The target automation (must use an On
Demand trigger)" to use "On-Demand" as a hyphenated compound adjective (i.e.,
"must use an On-Demand trigger") and confirm the change matches the exact
terminology used in the ConductorOne UI before committing.
- Around line 177-187: Add an "Error behavior" section under the "Perform task
action" heading that documents the failure modes for the step: describe what
happens when the target user can't be resolved (e.g., step returns a
user-not-found error), when no matching tasks are found (e.g., returns a
no-tasks-found result or non-fatal warning), and when the specified action fails
to complete (e.g., action-specific error with retry guidance). Reference the
same step name "Perform task action" and the fields "Whose tasks", "Task type",
and "Action to take" so readers can correlate inputs to each error case and
include recommended responses or next steps for each error.

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Configuration used: Path: .coderabbit.yaml

Review profile: CHILL

Plan: Pro

Run ID: 9e0d3ff3-d30e-4ee4-9598-5fc065d05022

📥 Commits

Reviewing files that changed from the base of the PR and between 5060e05 and 2a7df21.

📒 Files selected for processing (1)
  • product/admin/automations-steps-reference.mdx

Comment on lines +110 to 117
## Modify delegate

Change a user's status in ConductorOne (e.g., to Active, Disabled, or Inactive). Use this step to maintain accurate user records, such as disabling accounts when employees leave or take extended leave.
Updates delegation settings for a user.

**Required fields:** Target user, New user status
| Field | Required | CEL | Notes |
|---|---|---|---|
| Target user | Yes | Yes | The user whose delegation settings will be modified |

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⚠️ Potential issue | 🟡 Minor

Expand the "Modify delegate" section.

This section appears incomplete compared to the comprehensive documentation provided for other automation steps. It lacks:

  • Additional configuration fields beyond "Target user" (what delegation settings can actually be modified?)
  • An error behavior section (consistent with all other steps)
  • Examples or clarification of what delegation modifications are possible

Users would benefit from knowing what delegation options can be configured and what happens when this step encounters errors.

Would you like me to help draft additional content for this section based on typical delegation use cases?

🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed.

In `@product/admin/automations-steps-reference.mdx` around lines 110 - 117, Expand
the "Modify delegate" section in product/admin/automations-steps-reference.mdx
by adding the missing configuration fields, error behavior, and examples: list
and describe configurable delegation settings (e.g., delegate_target,
permissions/grants, start_time, end_time, notify_delegate) and indicate which
are required and CEL-validated (reference the existing table format used for
other steps), add an "Error behavior" subsection describing retry/failure states
and typical error messages returned by the Modify delegate step, and include at
least two concise examples showing common use cases (temporary delegation with
start/end times and granting specific permissions). Ensure the new content
follows the same style and heading structure as other automation steps in the
doc.

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