Skip to main content

​
Overview

The Customization step updates a task’s properties as the flow runs, based on a static value or a value from earlier in the flow.

​
Use When

  • The task’s title, priority, owner, assignee, or due date should change based on something the flow already knows (e.g. set priority once risk level is known)

​
Configuration

Click Add Attribute, then for each one:
  • Attribute Type — exactly one of: Title, Due Date, Priority, Owner, Assignee
  • Value — either a static value you type directly, or From Flow — a variable selected from an earlier step
Use Delete field to remove an attribute you’ve added, and add as many attributes as the task needs updated.
There’s no calculated-value formula language (like dueDate = requestDate + 2 days) — a value is either typed directly or pulled as-is from a flow variable. To compute something first, do the calculation in an earlier Agent step and set that step’s output as the “From Flow” source here.

Intake

Update tasks based on intake data

Agent

Adjust properties based on AI analysis

Condition

Apply different updates on different branches