Automations — one engine for everything that runs on its own

One Automations area replaces workflows, playbooks and website-form routing. Triggers, steps and actions on par with leading email tools, Assistant steps, a template library, and a report on every step.

Everything that runs on its own now lives in one place: Automations. One engine, one builder, one place to see what ran.

Triggers for everything

Start an automation when a record changes or a deal moves stage. Start one on a date: a birthday, an anniversary, a milestone. Or start from a schedule, a form submission, or an email open or click. A website visit, a webhook, or a person can start one too.

Steps and actions

Branch with if/else. Wait for a time or a condition. Run a split test, set a goal, and jump between steps. Actions cover fields, tags, owners, stages, deals, tasks, notes, lists, email, team notifications, webhooks and connected apps.

The Assistant works inside

The Assistant can summarize, sort, pick a next step, or write a personal email. A written email waits in the Inbox until an agent approves it. Better yet, describe what you want. The Assistant drafts the whole automation, checked and ready to review.

Templates as data

Start from a library of templates: stay-in-touch, lead follow-up, deal task sets and engagement plays. Save your own as workspace templates.

A report on every step

See runs by state and how many runs took each step and branch. No more guessing where people drop out.

Where to find it

Open Automations in your workspace. Existing workflows moved over automatically.