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Functions reference

CALL steps invoke functions by function_id. Each function validates its arguments; failures surface as step errors (the run stops along that path).

Build with AI

Use Vibe coding so an assistant can query the semantic schema and wire arguments safely.

For AI assistants

Argument and return shapes, edge cases, and SQL dialect notes live in the flow authoring guide.

Data​

semantic.query​

Runs SQL against the workspace semantic database (accounts, metrics, conversations, tickets, etc.).

Returns: { "results": [...], "columns": [...], "total_rows": N }

{
  "function_id": "semantic.query",
  "args": {
    "query": "SELECT account_id, name, health_score FROM accounts WHERE churned = 0 LIMIT 100"
  }
}

Common tables include accounts, meetings, conversations, tickets, topics, notes, tasks, activities, contacts, workspace_users, account_metrics, and dataset_records('your_dataset') for dataset-backed tables. Column lists and types are documented in the flow authoring guide.

data_connection.query​

Runs SQL against a configured external connection (warehouse, CRM mirror, etc.).

Args: data_connection_id, query
Returns: Same general shape as semantic.query.

{
  "function_id": "data_connection.query",
  "args": {
    "data_connection_id": "019b3c9e-aaaa-bbbb-cccc-ddddeeeeffff",
    "query": "SELECT id, name FROM companies WHERE updated_at > current_timestamp - interval '1' day"
  }
}

accounts.select​

Returns account IDs matching a filter group (AND of OR groups of filters)—the same structured filters used elsewhere in FunnelStory.

Returns: { "total_count": N, "account_ids": ["..."] }

{
  "function_id": "accounts.select",
  "args": {
    "filter": {
      "and_group": [
        {
          "or_group": [
            {
              "filter": {
                "name": "",
                "metric_filter": {
                  "metric_id": "product_engagement",
                  "condition": "equal",
                  "value": "daily_active"
                }
              }
            }
          ]
        }
      ]
    }
  }
}

Metric and activity IDs are workspace-specific—look them up in your configuration; do not guess.

Datasets​

dataset.record.upsert​

Creates or replaces a record keyed by string key.

Returns: { "dataset": "...", "key": "..." }

{
  "function_id": "dataset.record.upsert",
  "args": {
    "dataset": "qbr_notes",
    "key": "{{ $.account_id }}",
    "record": {
      "summary": "$.llm_output",
      "updated_at": "{{ $.now }}"
    }
  }
}

Use quoted "$.var" form when passing whole objects; use {{ $.id }} for string interpolation inside SQL or text.

dataset.record.set_field​

Updates a single field on an existing record.

dataset.record.delete​

Deletes a record by key.

Communication​

slack.send_message​

Required: connection_id, channel_id, and at least one of text or blocks.

Returns: { "success": true, "response_channel": "...", "response_timestamp": "..." }

{
  "function_id": "slack.send_message",
  "args": {
    "connection_id": "slack_conn_123",
    "channel_id": "C01234567",
    "text": "{{ $.message }}"
  }
}

email.send​

Required: to, subject, body (plain text). html is optional; body is still required.

Optional: cc, bcc, send_separately, data_connection_id. from is required when data_connection_id is set.

Returns: { "sent": true, "recipients": [...], "recipient_count": N }

{
  "function_id": "email.send",
  "args": {
    "to": ["owner@acme.com", "csm@acme.com"],
    "cc": ["lead@acme.com"],
    "bcc": [],
    "send_separately": false,
    "subject": "Weekly summary",
    "body": "Your weekly summary is ready",
    "html": "<p>Your weekly summary is ready</p>"
  }
}

Connection-backed send (requires data_connection_id and from):

{
  "function_id": "email.send",
  "args": {
    "data_connection_id": "019b3c9e-...",
    "from": "hello@acme.com",
    "to": ["owner@acme.com", "csm@acme.com"],
    "subject": "Weekly summary",
    "body": "Your weekly summary is ready"
  }
}

CRM​

salesforce.read_record / salesforce.update_record​

Args: data_connection_id, object_type, record_id, plus fields array for reads or fields object for updates.

salesforce.create_record​

Args: data_connection_id, object_type (sObject API name), fields (non-empty object — create body; values may be strings, numbers, booleans, or nested objects where Salesforce accepts them).

Returns: { "id": "<Salesforce Id>", "ok": true }

hubspot.read_record / hubspot.update_record​

Args: data_connection_id, object_type (e.g. companies), record_id, and fields as above.

Utility​

tasks.create​

Creates a FunnelStory task. Title can be driven from template fields; see the flow authoring guide for optional priority, assignee, due date, actions, and references.

template.render​

Renders a stored message template by template_id with a vars map.

search.web​

Runs a web search; optional recency_filter: 7d, 30d, 90d, 1y.