Agent Step

Last Updated: May 19, 2026

The Agent Step is a workflow step in Vasion Automate that embeds AI capabilities directly into automated workflows. Instead of routing data to external tools or relying on manual intervention for analytical tasks, the Agent Step allows workflows to process information and produce structured outputs inline — without interrupting the automation.

Traditional workflow automation relies on fixed, rule-based logic. If a task falls outside a predefined condition, the workflow either fails to handle it or requires custom development to address it. The Agent Step replaces rigid if / then logic with a configurable AI agent that evaluates context, applies reasoning, and returns predictable text variable outputs that downstream steps can act on.

This feature is in beta. Capabilities, configuration and availability might change as development continues. Please reach out to your Customer Success Manager with feedback to help shape this feature.

How It Works

When a workflow reaches the Agent Step, the step receives data from prior workflow steps — such as document outputs, IDP results, or form inputs — and applies a set of natural language instructions defined by the workflow builder. The agent evaluates the data against those instructions and returns a response in the configured output format, which subsequent steps in the workflow can consume directly.

The Agent Step is powered by AWS on the backend and uses Claude Sonnet for AI processing, providing a balance of speed and capability.

Key Points

The Agent Step provides the following capabilities:

  • Accepts runtime data from prior workflow steps, including documents, IDP results, and form inputs, to produce context-aware outputs.
  • Supports natural language instructions, allowing non-developers to define agent behavior without writing code.
  • Executes inline within the workflow, eliminating the need for external tools or manual context switching.

Requirements

Review these Requirements before you start.

In addition to the general requirements, the Agent Step requires the following:

  • The workflow includes at least one prior step that produces data the Agent Step can consume, such as a document, IDP result, or form input.

Important Considerations

  • Agent step output is text only, and stored in workflow variable fields.

  • The agent cannot take workflow actions. To utilize the agent output, configure the following workflow steps to route or proceed appropriately.

  • Currently, to view agent outputs, the only option is an email step after the agent step, with the output variable included in the email. To configure this see, Email Step.

Next Steps