Map the process
Pick one process with clear inputs and outputs — for example, "inbound lead → scored → CRM → alert → intro email". Each arrow becomes a workflow step.
Business automation
Business process automation, with judgment
Model each process as a workflow: a trigger, the decisions AI makes, the actions tools take, the approvals people give, and the record that proves it happened.
Architecture
The workflow engine behind every agent
- TriggerForm, webhook, email, schedule or API
- AI processingClassify, extract, draft, reason over your knowledge
- Tools & actionsEmail, CRM, invoices, calendar, HTTP APIs
- ApprovalA person approves consequential actions
- ExecutionThe exact approved payload runs — nothing else
- ResultOutputs, records and files you can use
- Audit logHash-chained record of every step
A practical guide
Choose triggers
Hosted forms, per-workflow webhooks, schedules (hourly, daily, weekly) and the REST API can all start runs.
Add decisions and conditions
AI steps return structured fields; condition steps branch on them (for example, only alert sales when score ≥ 70).
Add actions and approvals
Built-in tools cover email, CRM records, invoices, calendar, storage, notifications and any HTTPS API. Consequential actions queue for approval automatically.
Agents you can start with
AI Customer Support Agent
Answers tickets from your knowledge base and routes what needs a human.
Learn moreAI Email Agent
Triages inbound email, extracts action items and drafts replies.
Learn moreAI Lead Qualification Agent
Scores inbound leads, logs them to CRM and alerts sales on hot ones.
Learn moreAI Invoice Agent
Turns a plain-language work summary into an itemized invoice.
Learn moreAI Meeting Assistant
Turns transcripts into decisions, owners, deadlines and a follow-up email.
Learn moreAI Document Agent
Extracts parties, dates, obligations and risks from contracts and documents.
Learn moreFAQ
Which processes should I automate first?
Start with frequent, low-risk, text-heavy processes where a human currently copies, reads and drafts: support triage, lead routing, meeting follow-ups and document extraction.
Can a workflow run on a schedule?
Yes — hourly, daily or weekly, with default inputs you define.
Is there an API?
Yes. Create scoped API keys (Pro and above) and trigger workflows with a POST request; responses include run status and output.
Put your first agent to work today
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