10 available actions

What your AI agent can do in Pneumatic

Pneumatic is a workflow management platform for designing reusable processes, running workflows, coordinating tasks, and tracking operational performance. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

  • Get TaskGet one task's instructions, output fields, performers, checklists, due date, and completion state.
  • Get TemplateGet a workflow template's tasks, kickoff fields, owners, and execution settings before running it.
  • Set Task CompletionComplete an active task with output values or revert a completed task back to active work.
  • Run TemplateStart a workflow from an accessible template, optionally supplying a name, urgency, due date, and kickoff field values.

Browse all 10 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 7 actionsHide actions
  • Get TaskGet one task's instructions, output fields, performers, checklists, due date, and completion state.
  • Get TemplateGet a workflow template's tasks, kickoff fields, owners, and execution settings before running it.
  • Get WorkflowGet the current state, tasks, kickoff values, owners, and timing for one workflow run.
  • List DatasetsList reusable Pneumatic datasets available for workflow and template field configuration.
  • List TasksFind tasks assigned to the connected user or team, including active or completed work.
  • List TemplatesFind workflow templates the connected user can access, with filters for name, activity, and visibility.
  • List WorkflowsFind workflow runs by text, status, template, starter, current performer, or current task.
Update & manageChange and manage existing recordsView 3 actionsHide actions
  • Run TemplateStart a workflow from an accessible template, optionally supplying a name, urgency, due date, and kickoff field values.
  • Save DatasetCreate a reusable dataset or update an existing dataset's name, description, or ordered items without exposing deletion.
  • Set Task CompletionComplete an active task with output values or revert a completed task back to active work.

Connection record

A connection you can control.

Sign-in
Customer-managed key
Setup
Use a key you create and control. It is stored securely and limited to the work agreed for the role.
Boundaries
Only the approved role and actions.
Off switch
Revoke the connection from your account.

FAQ

Before you connect Pneumatic

How does the agent connect to Pneumatic?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in Pneumatic?
The page above lists the 10 actions currently available through the Pneumatic connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Pneumatic included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Pneumatic is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put Pneumatic to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

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