Workflows

Workflows automate repetitive work. Each workflow has a trigger (something that happens) and one or more actions (what to do in response).

Triggers

• Contact created / updated
• Deal stage changed
• Task completed / overdue
• Form submitted
• Scheduled (daily, weekly, custom cron)
• Webhook received

Actions

• Send an email (template or AI-drafted)
• Create a task, project, or note
• Update a record (e.g. move a deal stage)
• Notify a teammate in-app or via email
• Call a webhook
• Run an AI step (summarize, classify, draft)

Building a workflow

Open Settings → Workflows and click New workflow. Pick a trigger, chain actions, and use the visual builder to add conditions (e.g. only run for VIP contacts). Test it with sample data before turning it on.

Run history

Every run is logged with inputs, outputs, and timing — handy for debugging when something doesn't fire as expected.