Workflows

Your tools already talk. Make them work together.

A workflow is the chain of steps your team repeats between two applications. Describe it once and it runs on its own, in the same order, every time.

What it looks like

ShopifyNew order comes in
ConditionPayment confirmed?
ActionInvoice created
GmailSent to the customer
HubSpotCRM updated

Done automatically

Why teams automate this

One process, not six tabs

The copy-paste between applications disappears. What used to be a checklist in someone's head becomes a process that runs itself.

Always the same order

No forgotten step on a busy day, no invoice sent twice. The workflow does the same thing on the first of the month and on the last.

You stay in control

Any step can wait for a human decision. You choose which ones run on their own and which ones need your approval first.

What you can automate

The processes companies most often turn into a workflow first.

  • Turn a paid order into an invoice, an email and a CRM update
  • Route an incoming request to the right person or team
  • Create a project, a folder and a checklist when a deal closes
  • Collect a form submission, check it and file it where it belongs
  • Push a status change in one tool into all the others
  • Escalate to a person when an amount or a risk crosses a threshold

Automations + AI employees

When a step needs judgement, an AI employee takes over.

A workflow is good at doing. When a step needs reading, weighing or writing, it hands over to one of your AI employees and takes the answer back.

Questions people ask

Do I need to understand the technical side?
No. You describe the process in your own words — what happens, then what should happen next. We turn that into a working automation and show you the result before switching it on.
What if one of my tools is unusual?
If it has an API, it can almost certainly be connected. If it does not, we can often still work with it through the browser, the way a person would.
What happens if a step fails?
The run is retried, and if it still fails you are told in plain language what went wrong and what to do about it — not just an error code.

Your next employee doesn't need a desk.

Hire the role. Connect your tools. Delegate the work.

No credit card required · Human approval controls