Workato Genie connector - Assign task to genie action
The Assign task to genie action assigns a task to a genie and waits for it to complete before proceeding to the next step. The recipe job suspends during processing and resumes with the genie's response available as a datapill. The output includes the genie's final response and a log of all actions performed.
Use this action for automated tasks that don't require a user. Use the Send business event action for use cases where a user needs to receive a message or take action. Refer to App Events vs Assign task to genie for a full comparison.
Refer to Agent orchestration for setup steps, chaining patterns, and task instruction best practices.
LIMITATIONS
This action doesn't support Verified User Access, Business Approvals, or permission-aware knowledge bases, because no user is present when this action runs. Knowledge base retrieval is limited to public documents.
Input
| Input field | Description |
|---|---|
| Genie | Select the genie to assign the task to. Supported only for genies whose skills don't require runtime user connections or confirmations. |
| Task description to genie | Enter a prompt describing what the genie should do. Include all context the genie needs to complete the task. Refer to Write effective task instructions for guidance. |
| Additional context for genie | Add up to ten files the genie can access when handling the task, in addition to public documents in its knowledge bases. |
| Additional context for genie source list | Specify a list datapill. |
| File name (Additional context for genie source list) | Map the name of the file. |
| File contents (Additional context for genie source list) | Map the contents of the file. |
| Conversation ID | Enter the ID of an existing conversation. When provided, the genie processes the task using context and history from that conversation. Leave blank for self-contained tasks like classification or summarization. Pass the Conversation ID output from a previous Assign task to genie step when chaining calls that must build on each other. |
| Task metadata | Specify custom key-value pairs to pass to the genie alongside task instructions. Use metadata for structured values a skill must access, such as invoice_id or user_email, rather than including these values directly in the task instructions. Any skill the genie calls can access these values as datapills, but you must define matching fields in the Start workflow trigger first. |
| Configure genie output for usage in this recipe | Select to allow the genie to output structured data rather than plain text. The defined fields become datapills available in downstream recipe steps. |
Output
| Output field | Description |
|---|---|
| Response | The genie's final response. Returns as free-form text unless custom output fields are configured, in which case the response matches the defined schema. |
| Conversation ID | The ID of the conversation created for this task. Pass the Conversation ID datapill to subsequent Assign task to genie steps to maintain context across a chain of calls. |
| Tool calls | A list of all actions the genie performed to complete the task. |
| Index (Tool calls) | The position of the action in the sequence. |
| Type (Tool calls) | The type of action performed, such as a skill call or knowledge base lookup. |
| Name (Tool calls) | The name of the skill or tool that was called. |
| Timestamp (Tool calls) | The time the action was performed. |
| Status (Tool calls) | The outcome of the action. |
| Skill/RAG Tool Input (Tool calls) | The input passed to the skill or knowledge base tool. |
| Skill/RAG Tool Output (Tool calls) | The output returned by the skill or knowledge base tool. |
| List size (Tool calls) | The total number of actions in the list. |
| List index (Tool calls) | The index of the current item in the list. |
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