From event to action
in seconds, not sprints.
Workflows that route real events — survey scores, CRM stage changes, performance signals, interview outcomes — into the action they require. Built visually, audited end-to-end, no glue code.
TRIGGER
Survey “Q3 NPS Pulse” completed — respondent Marco F., score 4 / 10
CONDITION
NPS < 6 — matched. Customer health = at-risk.
ACTION
Create CRM task for Account Manager — priority: high, due: today
ACTION
Schedule AI follow-up interview “Health Check” for next business day
ACTION
Notify #customer-success in Slack with context and CRM link
Visual builder. Real events. No glue code.
Compose workflows the way your processes actually run:
- Trigger on any event in the platform — survey completed, CRM field changed, lead score crossed, OKR overdue
- Layer conditions: thresholds, segments, time windows, prior-state comparisons
- Chain actions across modules: send email, create task, update CRM, fire webhook, schedule an AI interview
- Centralized run history, retry on failure, per-workflow audit log
- Extend the registry with custom conditions and actions when you need to
Native to every module. Not a sidecar.
Each module exposes its own triggers, conditions, and actions — no scraping, no polling:
- CRM: record events, field changes, lead-score thresholds, pipeline-stage moves, task outcomes
- Surveys: total and dimensional scores, free-text sentiment, recurring schedules, LLM follow-up
- AI Interviews: completion, risk-flag detection, theme matches, multi-recipient scheduling with timezone awareness
- Performance: OKR cycle events, at-risk objectives, overdue reviews, dimensional score drifts
One workflow can cross every module.
The interesting workflows are the ones that span the org — not the ones stuck inside a single tool:
- A survey response can update a CRM lead score and schedule an AI interview the same minute
- A failing OKR can trigger a coaching interview and notify the manager's manager
- A churn signal from CRM can pull the customer's prior survey history into the interview's context
- Every cross-module step shares the same audit log — no fragmented evidence trail
- Webhooks let you reach external systems (Slack, Teams, Zapier, your own services) at any point in the chain
Workflows people actually build.
A sample of recipes our customers run in production — across go-to-market, customer success, and HR.
Common automation recipes:
- Lead Qualification
- Customer Onboarding
- Inbound Lead AI Triage
- Churn Risk Detection
- Post-Support CSAT Loop
- Renewal Heads-Up
- New-Hire Onboarding Cadence
- Engagement Pulse + Probe
- Skill-Gap → Training Trigger
- OKR Cycle Notifications
- Automated Exit Interviews
- Performance Review Kick-Off
- Tier-1 IT/HR Self-Service
- Burnout Early-Warning
- Compliance Intake Routing
- Manager Escalation Paths
- Cross-System Sync Webhooks
- KPI Drift Alerts
Start Now
For any request, please contact us
Automation FAQ
What customer ops, RevOps, and HR ops teams usually ask first.
Do I need engineers to build a workflow?
No. Triggers, conditions, and actions are configured visually. Engineers come in only when you want to add a custom action via the registry, or wire a non-standard external system via webhooks.
What happens when an action fails?
Failures are recorded with the failing step, payload, and error. Retry policy is configurable per action (linear, exponential, none). Workflows can branch on failure with a fallback path. Nothing fails silently.
Can workflows span modules I don't own?
Workflows enforce the same permissions as the underlying modules. A workflow can only fire actions the configuring user has permission to perform — so you can't accidentally bypass org boundaries by wrapping logic in automation.
What's the audit trail?
Every run logs: trigger event with input payload, each condition with its outcome, each action with its result, total elapsed time. Exportable for compliance review. Conversations triggered by a workflow (e.g. an AI interview) inherit the workflow's run ID for traceability.
Can I integrate external tools?
Yes — outbound via webhooks (Slack, Teams, Zapier, your own services), inbound via API. We don't try to be a one-size-fits-all iPaaS; we focus on the workflows that involve the modules already in this platform, then pass the baton when external systems need to take over.
How do I avoid runaway workflows?
Each workflow has rate limits, dedup keys (so the same trigger payload doesn't fire twice), and a kill switch. Recurring workflows show projected next-runs before you activate them. Test mode runs the full path against a single event without firing real downstream actions.
Want a workflow review on your stack?
Contact Sales
