Automations

Automate workflows across every department

Let AI agents handle repetitive work — email triage, report generation, data entry, meeting prep. Set up automations in minutes, no coding required.

Free to startNo credit card requiredGDPR-compliant · EU hosted
AI workflow automation — automation builder with trigger, agent, and action configuration

Features

Powerful automation, zero complexity

Triggers, agents, and actions — the building blocks for any workflow.

Scheduled Tasks

Run AI agents on a schedule — daily reports, weekly summaries, monthly analytics. Set it once and let the AI handle the rest.

Email Triggers

Automatically process incoming emails. Classify, route, draft responses, or extract data — triggered the moment an email arrives.

Multi-Step Workflows

Chain multiple agents together. One agent classifies, another researches, a third drafts the response. Complex workflows, zero manual effort.

Recurring Automations

Automate repetitive tasks that eat up your team's time. Invoice processing, report generation, data entry — all on autopilot.

Calendar-Based Actions

Trigger automations based on calendar events. Pre-meeting briefs, post-meeting summaries, follow-up reminders — all automated.

Instant Triggers

React to events in real-time. New document uploaded? New Slack message? New CRM deal? Trigger the right AI agent instantly.

How It Works

Set up an automation in 4 steps

1

Choose a trigger

Select what starts the automation — a schedule, an incoming email, a new document, or a webhook from any external tool.

2

Configure the AI agent

Pick which agent handles the task. Define the instructions, context, and knowledge base the agent should use.

3

Set the action

Define what happens with the result — send an email, update a spreadsheet, post to Slack, create a document, or trigger another automation.

4

Monitor and refine

Track automation runs, review outputs, and refine prompts. Each run is logged with full input/output visibility.

Examples

Ready-made automation recipes

Popular automations you can set up in minutes.

Customer Success

Email Triage & Response

Trigger: New email received

Action: AI classifies urgency, drafts response, routes to team member

Sales

Daily Sales Report

Trigger: Every day at 8:00 AM

Action: AI pulls CRM data, generates summary, sends to Slack channel

Finance

Invoice Processing

Trigger: New document uploaded

Action: AI extracts invoice data, validates, creates accounting entry

Executive

Meeting Preparation

Trigger: 30 minutes before calendar event

Action: AI gathers context, past conversations, prepares briefing doc

HR

New Employee Onboarding

Trigger: New user added to workspace

Action: AI sends welcome message, assigns training docs, creates checklist

Marketing

Weekly SEO Report

Trigger: Every Monday at 9:00 AM

Action: AI pulls Search Console data, analyzes trends, emails report

FAQ

Frequently asked questions

You can automate any workflow that involves processing information, generating content, or routing tasks. Common examples include email triage, report generation, document processing, meeting preparation, and data entry. If an AI agent can do it in a chat, it can be automated.

No. Automations are configured through a visual interface — select a trigger, choose an agent, define the action. For advanced use cases, you can use the REST API to trigger automations from external tools.

Automations use the same integrations available to your AI agents — Gmail, Google Drive, Slack, HubSpot, Jira, and 25+ more. Any tool your agent can access in a chat conversation can also be used in an automation.

Yes. Multi-step workflows let you chain agents together. For example: Agent 1 classifies an incoming email, Agent 2 researches the topic using the knowledge base, and Agent 3 drafts and sends a response. Each step feeds into the next.

Automations use the same credits as regular chat interactions. Each automation run counts as one or more credits depending on the number of steps. Your plan's monthly credit allowance applies to both chat and automations.

Yes. Every automation run is logged with full visibility into the trigger event, agent input, AI reasoning, and output action. You can review past runs, identify issues, and refine your automation prompts.

Ready to automate your workflows?

Start for free. Set up your first automation in under 5 minutes.