Compound Action Examples

These examples show how data moves between slots and actions.

Get Salesforce Accounts by Name (Single Action, Return)

This compound action performs a single action called get_account_info which calls the Salesforce SOQL API to fetch accounts passing in account_nameas the slot to be used as the query.

Compound Action

steps:
  - action:
      output_key: account_info
      action_name: get_account_info # the action that fetches accounts by name
      progress_updates:
        on_complete: Found info for {{data.account_name}}
        on_pending: Searching Salesforce for {{data.account_name}}
      input_args:
        account_name: data.account_name
  - return:
      output_mapper:
      	# if no results are returned the values will evaluate to ""
        description: data.account_info.records[0].Description
        account_id: data.account_info.records[0].Id

Create Salesforce Case & Sync to JIRA

This compound action implements a cross-platform case management workflow that creates linked tickets in both Salesforce and JIRA:

Creates a Salesforce case with:
1. Description
2. subject
3. account ID
4. Case type from input data
Creates a corresponding JIRA issue with:
1. Same description and subject as the Salesforce case
2. Captures the JIRA issue key from the generated case for linking
Links the two systems by:
1. Updating the original Salesforce case with a comment/field containing the JIRA URL
2. Constructs the full JIRA URL using the Moveworks DSL $CONCAT function: https://company.atlassian.net/browse/[JIRA-KEY]]`

Compound Action

steps:
  - action:
      output_key: case_info
      action_name: create_sfdc_case
      progress_updates:
        on_complete: Created a new case in Salesforce
        on_pending: Creating a new case in Salesforce
      input_args:
        description: data.description
        subject: data.subject
        account_id: data.account_id
        type: data.type
  - action:
      output_key: jira_issue
      action_name: create_jira_issue
      progress_updates:
        on_complete: Added Issue to JIRA
        on_pending: Adding Issue to JIRA
      input_args:
        description: data.description
        subject: data.subject
  - action:
      output_key: case_update
      action_name: update_sfdc_case
      progress_updates:
        on_complete: Updated Case Object
        on_pending: Adding JIRA Link to Case Comment
      input_args:
        case_id: data.case_info.id
        jira_link: $CONCAT(["https://company.atlassian.net/browse/",
          data.jira_issue.key])

Onboard Users (Multi Action, Switch, Return)

Slots

username
firstName
lastName
companyName
groupName
managerName
managerEmail

Compound Action

steps:
  - action:
      output_key: msgraph_user
      action_name: add_username_to_azure
      progress_updates:
        on_complete: Added {{data.username}} to Azure
        on_pending: Attempting to add {{data.username}} to Azure
      input_args:
        companyName: data.companyName
        fullName: $CONCAT([data.firstName, data.lastName], " ", TRUE)
        firstName: data.firstName
        username: IF data.username THEN $CONCAT([data.username,
          "@moveworksai.onmicrosoft.com"]) ELSE NULL
  - switch:
      cases:
        - steps:
            - action:
                output_key: group_info
                action_name: get_group_info
                progress_updates:
                  on_complete: Found {{data.groupName}} in Azure
                  on_pending: Looking up group in Azure by name
                input_args:
                  groupName: data.groupName
            - action:
                output_key: add_user_to_group_result
                action_name: add_user_to_group
                progress_updates:
                  on_complete: Added {{data.username}} to Azure Group
                  on_pending: Adding user to group
                input_args:
                  groupId: data.group_info.value[0].id
                  userId: data.msgraph_user.id
          condition: data.groupName
  - action:
      output_key: jira_customer
      action_name: add_username_to_jira
      progress_updates:
        on_complete: Added {{data.username}} to JIRA
        on_pending: Attempting to add {{data.username}} to JIRA
      input_args:
        email: IF data.username THEN $CONCAT([data.username,
          "@moveworksai.onmicrosoft.com"]) ELSE NULL
        displayName: $CONCAT([data.firstName, data.lastName], " ", TRUE)
  - action:
      output_key: okta_user
      action_name: add_username_to_okta
      progress_updates:
        on_complete: Added {{data.username}} to Okta
        on_pending: Attempting to add {{data.username}} to Okta
      input_args:
        username: IF data.username THEN $CONCAT([data.username,
          "@moveworksai.onmicrosoft.com"]) ELSE NULL
        lastName: data.lastName
        firstName: data.firstName
        managerEmail: data.managerEmail
        managerName: data.managerName
  - return:
      output_mapper:
        lastName: data.lastName
        firstName: data.firstName

Lookup Google Calendar Events (Action, Script Action, Return)

This compound action takes in 2 slots start_date and end_date and performs a Google Calendar REST API call to retrieve events, and data cleaning:

Fetches calendar events from Google Calendar API using the specified date range (timeMin to timeMax) from the input slots.
Cleans and filters the event data using a Python script that:
1. Takes the raw calendar events from gcal_output.items Extracts only 3 specific fields from each event:
  1. htmlLink - URL to view the event in Google Calendar
  2. description - Event description text
  3. summary - Event title/summary
Removes all other event metadata (attendees, location, timestamps, etc.)
Returns the simplified event list as an object called final_events

Compound Action

steps:
  - action:
      action_name: fetch_gcal_events
      input_args:
        timeMin: data.start_date
        timeMax: data.end_date
      output_key: gcal_output
  - script:
      output_key: cleaned_events
      input_args:
        events: data.gcal_output.items
      code: "[{'htmlLink': event.get('htmlLink'), 'description':
        event.get('description'), 'summary': event.get('summary')} for event in
        events]"
  - return:
      output_mapper:
        final_events: data.cleaned_events

Grant Copilot License & Remove after 7 days (Action, Action w/ Delay Config, Action, Return)

This compound action below implements a temporary Microsoft Copilot license assignment workflow with the following sequence:

Assigns a Microsoft Copilot license to the user (using their email address from metadata)
Sends an immediate notification to the user confirming the license assignment and warning that it will be automatically removed in 7 days
Waits 7 days by leveraging a delay_config, then automatically removes the Copilot license from the user's account
Returns a final message to inform the user that their license has been removed and they can request access again if needed

This workflow is useful for temporary trial access or short-term license provisioning, ensuring licenses don't remain assigned indefinitely and providing clear communication to users about the temporary nature of their access.

Compound Action

steps:
  - action:
      action_name: ms_graph_assign_copilot_license
      input_args:
        userPrincipalName: meta_info.user.email_addr
      output_key: ms_graph_assign_copilot_license_result
  - action:
      action_name: mw.send_plaintext_chat_notification
      input_args:
        message: '"You have been successfully assigned a Microsoft Copilot License it
          will be removed in 7 days"'
        user_record_id: meta_info.user.id
      output_key: send_plaintext_chat_notification_result
  - action:
      output_key: ms_graph_remove_copilot_license_result
      action_name: ms_graph_remove_copilot_license
      delay_config:
        days: "7"
      input_args:
        userPrincipalName: meta_info.user.email_addr
  - return:
      output_mapper:
        message_to_user: '"The license for Microsoft Copilot has been removed from your
          account if you need access again please ask Me, TELL THE USER THE
          LICENSE WAS REMOVED NOT ASSIGNED"'

Updated 8 days ago