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A workflow is a trigger, the actions in between and what happens when it finishes. Edit any step, or pause the whole thing.
5 total · 3 live
Morning lead follow-up
Dorian · Weekdays at 08:00
Support inbox triage
Iris · New inbox activity
Monthly invoicing
June · 1st of the month
Weekly sales report
Kepler · Mondays at 07:00
New customer onboarding
June · Deal marked Won
Morning lead follow-up
Sales Agent · runs weekdays
Every weekday at 08:00
Trigger — scheduled run
Find yesterday's new leads
Reads inbox and CRM records
Draft personalized follow-ups
Uses your templates and tone
Wait for approval
Optional — off for trusted tasks
Send and log each message
Updates the deal record
Report the result
Summary posted to Slack
Steps run top to bottom. Anything marked as an approval waits for a person before continuing.