Reliable work that keeps moving
Workflow automation
Turn business rules into visual workflows that react to forms, meetings, messages, pipeline changes, and more.
Build the follow-through once, inspect every run, and keep people in control of important decisions.
- Visual triggers, waits, conditions, and actions
- Email, SMS, CRM, task, and opportunity steps
- Execution history with step-level status
Capability 01
Business events as triggers
Begin a workflow when a form arrives, a meeting changes, a message comes in, or an opportunity moves.
Capability 02
Human-friendly timing
Wait until the right moment, stay inside sending windows, and stop sequences when the situation changes.
Capability 03
Visible execution
Review enrollment history, each step's status, timestamps, and actionable error details.
How it works
A clearer way to use workflow automation.
1
Trigger
React to a meaningful business event.
2
Decide
Apply timing, conditions, and customer context.
3
Act
Send, update, assign, notify, or create the next task.
Put workflow automation to work in AgentFlow.
Start with one workspace, connect the tools you already use, and build the process that fits your team.
No card required to start.