Block list

Documentation Index

Fetch the complete documentation index at: https://docs.cobalt-ia.com/llms.txt

Use this file to discover all available pages before exploring further.

A Cobalt workflow is built by assembling blocks. This page lists the available blocks.

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Trigger block

The trigger block defines the event that starts the workflow. Every workflow begins with a trigger. Several trigger types exist:

• Manual trigger — the workflow is started manually by a user.
• Scheduled trigger — the workflow runs on a schedule (time, day, recurrence).
• Update trigger — the workflow runs when a field or record is updated.
• Creation trigger — the workflow runs when a record is created (candidate, need, company, etc.).

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Wait block

Pauses the workflow for a defined duration (days, hours, minutes) before moving to the next step.

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Search block

Searches for sourcing or prospecting. You can search for candidates, contacts, or companies.

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Communication block

Sends a message through the channel of your choice:

• Send an email
• Send a LinkedIn connection request
• Send a LinkedIn message
• Send a WhatsApp message
• …

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Condition block

Creates a branch based on a lead’s action: the workflow follows the Yes or No branch depending on whether the condition is met.

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Manual action block

Creates a manual task for a user — handy to generate a reminder, for example “call a client”.

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Call-a-workflow block

Calls another workflow from the current one.

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Coming soon

These blocks are not available yet:

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Internet search block

Searches any useful information on the internet that can be used later in the workflow.

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Update block

Updates any field of a record: candidate, client, need, company, etc.

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Meeting block

Schedules a meeting with the lead within the workflow.