Feature Introduction
Every day, your team repeats a series of manual tasks: sending welcome emails to new customers, assigning follow-up tasks, reminding the team when a deal is stagnant, updating order statuses. The more manual steps, the easier it is to forget, miss deadlines, or have inconsistent execution.
That ends today.
Automation allows you to build self-executing workflows directly within the same system using the familiar Trigger → Condition → Action model, completely without coding. This upgrade adds a library of over 120 actions across various business functions, AI-powered step suggestions when you're unsure what to choose, visual run history to see exactly where your processes are, and keeps all your scenarios organized in a two-tier Automation Library.
Challenges Businesses Face
| Old Approach | Consequences |
|---|---|
| Repeating manual steps | Time-consuming, prone to errors, slow customer response |
| Inconsistent handling by each person | Lack of process consistency, difficult quality control |
| Uncertainty about a workflow's current step or status | Broken processes without clear reasons, hard to fix |
| Blank configuration screens, difficult to start | New users hesitant, workflows never get completed |
Automation centralizes all your workflows, providing clear visibility into each run and automating across multiple business functions.
Key Features
1. Trigger → Condition → Action Model, No-Code
Automation works with three easy-to-understand blocks:
- Trigger: The event that initiates the workflow — e.g., creating a new contact, updating a task.
- Condition: The criteria that must be met before proceeding — e.g., status = "To Do".
- Action: The automated task performed — e.g., sending an email, creating/assigning a task.
Additionally, there are Wait/Delay (pause for a period: minutes/hours/days) and Human (insert a step requiring human intervention before proceeding) options.
2. Intuitive Workflow Builder — Drag-and-Drop, See the Big Picture
- Drag & drop steps easily, connecting them into a diagram.
- View the entire process as a visual flowchart with auto-arranged layouts.
- Pre-built templates: quickly start from common workflow templates.
3. Library of 120+ Actions — Across All Business Functions
- Over 120 automated actions to integrate into workflows, covering: CRM (contacts, companies, deals), sales & orders, inventory (in/out/transfer), accounting & invoicing, messaging & email, notifications & webhooks, support (tickets), tasks, and more.
- One workflow, multiple business functions: e.g., "New Contact → Send welcome email → Create deal → Assign follow-up task" runs seamlessly across different parts of the system.
- Includes AI steps: leverage an AI assistant for specific parts of a workflow (e.g., drafting content) when needed.
4. AI Step Suggestions — End the "Blank Canvas" Problem
- Describe what you want in plain language: e.g., "send a thank you email to new customers" — the AI automatically selects the appropriate action and pre-fills the step configuration; you just need to add the specifics.
- Secure: AI only suggests actions that the system can actually execute, it doesn't "invent" steps.
- Contextual next-step suggestions: click "+ Add Step" below an existing step, and the system will suggest relevant actions for that object (e.g., after "Contact Created" → Send Email · Create Deal · Update Contact · Create Task), select one, and you get an instantly configured step.
5. Visual Run History — See Exactly Where Your Processes Are
- List of runs with their status (running · pending · succeeded · failed).
- View on the workflow diagram itself: each step is color-coded by status (green = completed, blue = running, amber = pending, red = failed), with the current/paused step highlighted.
- Click on a step to view the business data it processed (who received an email, condition true/false, waiting on whom...) — instantly know the reason for any pause or error.
6. Seamless Cross-Departmental Execution
- No mid-process blockages: automated steps are granted sufficient permissions to complete all associated internal operations — for example, sending a message to a new customer while simultaneously updating their profile — ensuring cross-departmental workflows complete without interruption.
7. Automation Library — Two-Tier Catalog, Easy to Find and Activate
- Grouped by functional cluster (CRM/Customers, Accounting, HR, Task Assignment...) then by individual scenarios (playbooks) within — accounting and HR are now in one place, making them quicker to find and activate.
- Pre-built Contact/Company scenarios: welcome, nurture, follow-up reminders.
- Prospect & Lead Generation scenarios: instantly attach outreach sequences to contacts/companies you've just imported from AI-powered search tools.
- Clean activation/deactivation: unused scenarios are hidden; activate to run.
Benefits for Your Business
| Feature | Practical Benefits for You |
|---|---|
| No-code Trigger–Condition–Action | Build your own workflows without needing programmers |
| 120+ multi-departmental actions | A single workflow can touch CRM, sales, inventory, accounting, messaging, support… |
| AI step suggestions + next-step suggestions | New users can build workflows quickly, no "blank canvas" paralysis |
| Visual run history | Know exactly where your workflow is, where it stopped, and why |
| Seamless cross-departmental execution | Workflows don't stop midway due to internal operational hurdles |
| Two-tier Automation Library | Quickly find and activate pre-built scenarios |
Who Is It For?
- SMB Business Owners looking to standardize processes without hiring more operational staff.
- Sales & Marketing Teams needing to automate welcomes, follow-ups, deal reminders, and customer nurturing.
- Operations & Accounting Teams wanting to automate task assignments, notifications, and repetitive steps across departments.
How to Get Started?
Navigate to Automations in the left sidebar, click Create Now, choose a template or build from scratch; try the "Ask AI" button on a step to have AI pre-fill actions, then open Run History to see where your workflow is. Check out the step-by-step guide to creating Automations for detailed instructions. Need to automate specific tasks? Explore Task Management 2.0.
Try for free — no credit card required.
