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

1 steps:
2   - action:
3       output_key: account_info
4       action_name: get_account_info # the action that fetches accounts by name
5       progress_updates:
6         on_complete: Found info for {{data.account_name}}
7         on_pending: Searching Salesforce for {{data.account_name}}
8       input_args:
9         account_name: data.account_name
10   - return:
11       output_mapper:
12       	# if no results are returned the values will evaluate to ""
13         description: data.account_info.records[0].Description
14         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

1 steps:
2   - action:
3       output_key: case_info
4       action_name: create_sfdc_case
5       progress_updates:
6         on_complete: Created a new case in Salesforce
7         on_pending: Creating a new case in Salesforce
8       input_args:
9         description: data.description
10         subject: data.subject
11         account_id: data.account_id
12         type: data.type
13   - action:
14       output_key: jira_issue
15       action_name: create_jira_issue
16       progress_updates:
17         on_complete: Added Issue to JIRA
18         on_pending: Adding Issue to JIRA
19       input_args:
20         description: data.description
21         subject: data.subject
22   - action:
23       output_key: case_update
24       action_name: update_sfdc_case
25       progress_updates:
26         on_complete: Updated Case Object
27         on_pending: Adding JIRA Link to Case Comment
28       input_args:
29         case_id: data.case_info.id
30         jira_link: $CONCAT(["https://company.atlassian.net/browse/",
31           data.jira_issue.key])

Onboard Users (Multi Action, Switch, Return)

Slots

username
firstName
lastName
companyName
groupName
managerName
managerEmail

Compound Action

1 steps:
2   - action:
3       output_key: msgraph_user
4       action_name: add_username_to_azure
5       progress_updates:
6         on_complete: Added {{data.username}} to Azure
7         on_pending: Attempting to add {{data.username}} to Azure
8       input_args:
9         companyName: data.companyName
10         fullName: $CONCAT([data.firstName, data.lastName], " ", TRUE)
11         firstName: data.firstName
12         username: IF data.username THEN $CONCAT([data.username,
13           "@moveworksai.onmicrosoft.com"]) ELSE NULL
14   - switch:
15       cases:
16         - steps:
17             - action:
18                 output_key: group_info
19                 action_name: get_group_info
20                 progress_updates:
21                   on_complete: Found {{data.groupName}} in Azure
22                   on_pending: Looking up group in Azure by name
23                 input_args:
24                   groupName: data.groupName
25             - action:
26                 output_key: add_user_to_group_result
27                 action_name: add_user_to_group
28                 progress_updates:
29                   on_complete: Added {{data.username}} to Azure Group
30                   on_pending: Adding user to group
31                 input_args:
32                   groupId: data.group_info.value[0].id
33                   userId: data.msgraph_user.id
34           condition: data.groupName
35   - action:
36       output_key: jira_customer
37       action_name: add_username_to_jira
38       progress_updates:
39         on_complete: Added {{data.username}} to JIRA
40         on_pending: Attempting to add {{data.username}} to JIRA
41       input_args:
42         email: IF data.username THEN $CONCAT([data.username,
43           "@moveworksai.onmicrosoft.com"]) ELSE NULL
44         displayName: $CONCAT([data.firstName, data.lastName], " ", TRUE)
45   - action:
46       output_key: okta_user
47       action_name: add_username_to_okta
48       progress_updates:
49         on_complete: Added {{data.username}} to Okta
50         on_pending: Attempting to add {{data.username}} to Okta
51       input_args:
52         username: IF data.username THEN $CONCAT([data.username,
53           "@moveworksai.onmicrosoft.com"]) ELSE NULL
54         lastName: data.lastName
55         firstName: data.firstName
56         managerEmail: data.managerEmail
57         managerName: data.managerName
58   - return:
59       output_mapper:
60         lastName: data.lastName
61         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

1 steps:
2   - action:
3       action_name: fetch_gcal_events
4       input_args:
5         timeMin: data.start_date
6         timeMax: data.end_date
7       output_key: gcal_output
8   - script:
9       output_key: cleaned_events
10       input_args:
11         events: data.gcal_output.items
12       code: "[{'htmlLink': event.get('htmlLink'), 'description':
13         event.get('description'), 'summary': event.get('summary')} for event in
14         events]"
15   - return:
16       output_mapper:
17         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"'