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Actions Overview

Add, configure, and reorder the actions that run when an automation fires.

Updated this week

Introduction

Actions are the individual steps an automation executes when it runs. Each action performs one operation on a device β€” running a script, restarting the system, applying a tag, setting a custom field, and so on. You chain them together in a pipeline that runs top to bottom.


Automation Pipeline

The automation pipeline is the visual sequence of actions that runs when a trigger fires. Actions execute in order, from top to bottom, one at a time per device.

Automation Pipeline

Each action card in the pipeline shows:

  • A drag handle (left edge) for reordering

  • A status indicator showing whether the action is correctly configured

  • A category breadcrumb (e.g., System > Restart)

  • The action name (default or custom)

  • An enabled/disabled toggle

  • A 3-dot menu for additional options

πŸ’‘ TIP: Actions can be reordered at any time in edit mode by dragging. Triggers don't have an order β€” they fire independently, and any trigger that fires can kick off the automation.


Adding an Action

Actions can only be added in edit mode. Click Edit in the top-right corner if you're not already there.

  1. Click the + button in the pipeline where you want to insert the action β€” between existing actions, or at the end of the pipeline.

  2. The action picker opens. Browse by category or use the Search actions field.

  3. Click the action to add it. The configuration panel opens immediately.

  4. Configure the step, then click Save.

Available Actions

System β€” Run scripts, restart devices, manage processes and services, and interact with the Windows registry.

  • Restart

  • Run script

  • Shell

  • Start process

  • Stop process

  • Manage service

  • Set registry key

  • Delete registry key

Flow β€” Control automation execution with approvals, delays, branching, and nested automation calls.

  • Wait for approval

  • Run automation

  • Delay

  • Exit automation

Files β€” Download files to a device from a direct URL or other source.

  • Download file

  • Download file via URL

Level β€” Manage device state within Level: custom fields, alerts, tags, groups, maintenance mode, and device deletion.

  • Set custom field

  • Create alert

  • Apply tags

  • Remove tags

  • Assign to group

  • Enable maintenance mode

  • Disable maintenance mode

  • Delete device

Security β€” Install OS updates, manage Windows Defender, and control disk encryption.

  • Install Windows updates

  • Install macOS updates

  • Install Linux updates

  • Windows Defender update

  • Windows Defender scan

  • Enable disk encryption

  • Disable disk encryption

  • Rotate disk encryption key

App Management β€” Install, uninstall, and upgrade applications using Winget or Homebrew.

  • Upgrade Winget package

  • Uninstall Winget package

  • Install Winget package

  • Install Winget

  • Install Microsoft 365 for Windows

  • Install Microsoft 365 for macOS

  • Install Homebrew

  • Install Homebrew package

  • Upgrade Homebrew package

  • Uninstall Homebrew package

Notifications β€” Notify technicians or end users via in-app alerts, SMS, or email.

  • User approval

  • Notify user

  • Send SMS

  • Send email

  • Send email report

Other β€” Make outbound HTTP requests to external systems.

  • HTTP request

ℹ️ NOTE: Each action links to a dedicated article covering its step configuration. The options in this article (Additional options, Conditions) apply to every action regardless of category.


Reordering Actions

In edit mode, drag any action card by its handle (the grid of dots on the left) to move it to a new position in the pipeline.

Reordering Actions


Enabling and Disabling Actions

Each action has an Enabled toggle on its pipeline card. Disabling an action skips it entirely during a run β€” useful for temporarily removing a step without deleting it.

The same toggle is also available inside the action's configuration panel under Additional options.


Additional Options

Every action has an Additional options section at the bottom of its configuration panel. Expand it to access these settings.

Additional Options

Action name

An optional custom label for this action. When set, it replaces the default name (e.g., "Shell: PowerShell") on the pipeline card. Useful for making long pipelines readable at a glance.

On action failure

Controls what happens when this action fails.

Option

Behavior

Fail pipeline

The run stops for this device. Subsequent actions don't run.

Suppress and continue

The failure is noted but the run continues to the next action.

Default is Fail pipeline.

πŸ’‘ TIP: Use Suppress and continue when you're handling failure yourself later in the pipeline. For example: set Install Windows Updates to Suppress and continue, capture its output to a variable, then add a Create Alert action (with an Action status = Failed condition) that only fires if the update action failed. Without Suppress and continue, a failed update would halt the pipeline before the alert ever runs.

Assign action output to variable

Captures the output of this action and stores it in an automation variable. Select an existing variable from the dropdown, or click + Create new variable to define one.

Once captured, the variable is available for use in subsequent actions and in Variable conditions on any action that follows.

Retries

How many times Level retries this action if it fails. Default is 0 (no retries). Enter a whole number.

ℹ️ NOTE: Retries apply before the On action failure behavior kicks in. If you set 3 retries and the action fails all 3 times, then the On action failure setting determines what happens next.

Enabled

Toggles this action on or off. Identical to the toggle on the pipeline card.


Conditions

Every action also has a Conditions section that lets you restrict when it runs. Conditions are evaluated per device at runtime β€” if a device doesn't meet them, the action is skipped for that device while the pipeline continues.

See Action Conditions for the full reference on all condition types, operators, and values.


FAQ

  • Can I have two actions of the same type in one pipeline? Yes. Add the same action type multiple times β€” each instance is configured independently. This is useful when you need to run the same operation with different parameters, or use Action status conditions to branch between outcomes.

  • What's the difference between disabling an action and deleting it? Disabling keeps the action in the pipeline but skips it during runs. Deleting removes it entirely. Use disable when you want to temporarily pause a step without losing its configuration.

  • If an action fails and I have "Fail pipeline" set, does it affect other devices in the same run? No. Each device runs the pipeline independently. A failure on one device doesn't affect other devices in the same run.

  • Can I capture output from any action type, or just scripts? The Assign action output to variable option appears on all actions, but what gets captured depends on the action. Script-based actions (Shell, Run script) capture the script's stdout. For other action types, check the individual action article for what output is available.

  • Who can add or modify actions? Technicians with permission to edit automations in the relevant group. See Workspace β†’ Permissions for access control configuration.

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