Agentic Workflow Activity Actions
Audience: Administrators, Developers, Solution Architects
Purpose: A reference for the Activity action types available in Kizen Agentic Workflows: how to schedule and delete Activities on a Record, and what configuration options are available for assignment, due dates, and notifications.
Overview
Activity actions automate the creation and removal of scheduled Activities on the Record. Use them to assign follow-up tasks, reminders, and other work items to team members as part of a larger Agentic Workflow Workflow without manual intervention.
Note: For error handling, see Agentic Workflow Error Handling.
Schedule Activity
The Schedule Activity action creates a scheduled Activity on the context Record. It is one of the more configurable action types in the platform, with a full set of assignment, due date, association, and notification options.
Assignment rules
The Assign To dropdown offers the following assignment types:
Round Robin (Team Member of Any Role): Cycles assignment across all verified employees in the business, regardless of role
Round Robin (Team Member of Specific Role): Cycles assignment across all team members who hold a specified role
Round Robin (Select Team Members): Cycles assignment across a manually selected list of team members
Owner: Assigns the Activity to whoever currently owns the context Record at the time the step executes
Specific Team Member: Assigns to a single named team member selected at design time
Custom Team Selector Field: Resolves the assignee from a team member field on the context Record
Last Active Team Member (Any Role): Assigns to the most recently active team member on the Record, regardless of role
Last Active Team Member (Specific Role): Assigns to the most recently active team member on the Record who holds a specified role
Specific Role: Assigns to a team member of a specified role
Team Member From Variable: Resolves the assignee from a variable holding a team member value
Round robin assignment tracking is maintained per Agentic Workflow step, not globally across the business or across other steps or Agentic Workflows. Two separate Schedule Activity steps, even within the same Agentic Workflow, each maintain their own independent round robin sequence.
Due date configuration: The Assignment Timeframe dropdown controls when the Activity is due:
Immediately: the Activity is due at the time the step executes
With Delay: the due date is offset by a specified duration from the time of execution
On or Around Date: the due date is set to a specified date field on the Record, with an optional offset
On or Around Date/Time Variable: the due date is resolved from a date/time variable, with an optional offset
Notes: Freeform note content can be attached to the Activity. The notes field supports merge fields sourced from variables, context Record attributes, or business fields.
Notifications: Use + Add Notification to configure notification behavior for the assigned team member when the Activity is created.
Delete Scheduled Activities
The Delete Scheduled Activities action deletes all scheduled Activities of a specified type associated with the context Record.
This is useful for clearing pending Activities when a record reaches a state that makes them irrelevant. For example, removing open follow-up reminders when an opportunity closes or a contact opts out. The deletion is scoped to the context Record and the selected Activity type; Activities on other Records are not affected.
Activity selection: Use the Find Activities search field under Delete Scheduled Activities to locate and select the Activity type to delete. All Activity types configured for the business are available in the list.
Key Use Cases
Activity actions are applicable across any Workflow that requires structured task assignment and follow-up. The following examples illustrate common patterns in three industries where consistent, auditable Activity management is a core operational requirement.
Industry Examples
Insurance Workflows use Activity actions to automate task creation across underwriting, claims, renewals, and compliance while ensuring that structured follow-up work is assigned and tracked at every stage of the policy and claims lifecycle.
Examples include:
Scheduling a claims review Activity assigned to the adjuster identified by a team selector field on the claim Record, due within a configured SLA window from the date of submission
Scheduling a renewal outreach Activity assigned via round robin to the retention team, due on or around the policy expiration date field
Scheduling an underwriting follow-up Activity when a required document field is left blank at submission, assigned to the underwriter who owns the Record
Deleting all pending follow-up Activities on a policy Record when the policy is marked as canceled or non-renewed
How Activity actions help:
Automate task creation at key lifecycle events such as new submissions, claim filings, renewal windows, without relying on manual assignment
Enforce SLA-aligned due dates by tying Activity timeframes to date fields on the Record rather than fixed offsets
Keep team queues clean by removing irrelevant Activities when a Record reaches a terminal state
Provide a structured, assignable work item at every stage of the policy or claims process that can be tracked, reported on, and audited
Healthcare organizations use Activity actions to automate task assignment and follow-up scheduling across the patient lifecycle while ensuring the right team member is assigned the right work at the right time without manual coordination.
Examples include:
Scheduling an initial intake follow-up Activity assigned via round robin to the next available care coordinator when a new patient record is created
Scheduling a post-discharge check-in Activity assigned to the patient's primary care manager, due three days after a discharge date field is set
Scheduling a prior authorization follow-up assigned to the last active team member on the record when an authorization request is submitted
Deleting all pending outreach Activities when a patient record is marked as inactive or transferred to another provider
How Activity actions help:
Ensure follow-up tasks are created and assigned automatically, reducing the risk of patients falling through the gaps between care touchpoints
Distribute task assignment across care teams using round robin logic without requiring manual queue management
Align Activity due dates to clinical milestones (admission dates, discharge dates, authorization deadlines) using date field offsets.
Remove stale tasks automatically when a Records status changes, keeping team queues accurate and actionable
Financial services organizations use Activity actions to automate task assignment across relationship management, loan origination, compliance reviews, and client onboarding — ensuring that time-sensitive work is created, assigned, and tracked without manual intervention.
Examples include:
Scheduling an annual portfolio review Activity assigned to the relationship manager who owns the account, due on or around the client's scheduled review date field
Scheduling a loan document follow-up Activity assigned via round robin to the processing team when an application is submitted with missing documentation
Scheduling a KYC review Activity assigned to the compliance officer identified by a field on the account Record, due within a regulatory timeframe from account opening
Deleting all pending outreach Activities on a loan application Record when the application is closed, whether funded, declined, or withdrawn.
How Activity actions help:
Align task due dates to client-specific milestones (review dates, maturity dates, regulatory deadlines) using date field and variable-based timeframe configuration.
Distribute work across relationship managers, processors, and compliance staff using role-based or round robin assignment without manual queue management
Ensure that time-sensitive compliance and review tasks are created automatically when triggering conditions are met, reducing the risk of missed deadlines
Remove stale tasks automatically when an application or account reaches a terminal state, keeping team workloads accurate and auditable
What's Next?
Continue to Agentic Workflow Control Actions to learn how to start, pause, cancel, and redirect Agentic Workflows from within an execution. This includes how to target related Records, manage paused executions, and control terminal states.
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