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Advanced Node Configuration

This page covers workflow nodes with configuration beyond a one-line description — conditional logic, running an Oliver agent as a workflow step, and bulk distribution. For the full list of available nodes, see Workflow Nodes.

Conditional Node — checkbox field comparisons​

When a Condition rule compares a Checkbox-type custom field, the value selector offers Yes / No options instead of a free-text box.

Run Oliver Node​

The Run Oliver Node runs a configured Oliver agent headlessly as a workflow step. Oliver runs unattended with a fixed workflow-safe tool profile — no chat, no surfaces, no delegation — regardless of the chosen agent's own tool list. The result is written to the output custom field.

Run Oliver Node settings

Run Oliver Node settings

SettingDescription
AgentThe configured Oliver agent to run. A Create agent link opens the Agent Configurator if a new agent is needed.
System prompt injection (optional)Jinja-templated instructions injected into the system prompt for this run.
PromptThe Jinja-templated user turn. Supports tokens such as {{ document.description }}.
Context documents (optional)Comma-separated document IDs or Jinja tokens attached as context for the run.
Run asThe user identity the run executes as. Defaults to Workflow initiator.
Timeout (seconds)Maximum run duration before the node routes to failure. Between 30 and 3600 seconds.
Output custom fieldThe custom field that receives Oliver's summary text. Read it downstream as {{ custom_fields.<field_name> }}.
Branch custom field (optional)Custom field that receives a parsed branch label, for use by a downstream Conditional Node.

The node routes to On success or On failure depending on whether the run completes within its timeout.

Distribution Set Node​

The Distribution Set Node distributes workflow items to a whole set of distribution groups at once. It splits each group's members into internal users, who receive an action request, and external contacts, who receive a document package by email.

SettingDescription
Distribution GroupsThe distribution group(s) this node sends to.
Select groups at workflow startWhen enabled, the workflow initiator chooses the distribution groups at runtime instead of using a fixed selection.
Email ModeEmail per action request (a separate email per action request) or Rolled up per user (one summary email per user covering all their action items).
Same email for every action request and contactWhen enabled, uses a single template for every recipient instead of mapping templates per action request.
Default Email TemplateThe template used when no per-action-request template is mapped.
Contact Email TemplateThe template used for external contacts.
Email Template Per Action RequestMaps a specific email template to each action request.
Default Action RequestThe action request used for group members who don't match a more specific mapping.
Burn in AnnotationsWhen enabled, annotations are flattened into the document before it is sent.