AI & Automation
Workflows
Automate recurring work with triggers and actions
Workflows run when something happens. A task is completed, an invoice is paid, a form is submitted. They let you react without writing code.
Triggers
- Task events - Created, updated, completed
- Project events - Created, completed
- Invoice events - Created, updated, paid
- Client events - Account created, updated
- Form submissions - Any form in the workspace
Conditions
Filter when a workflow runs. Only fire for invoices over $5,000, only for projects tagged "onboarding," only when the form field urgency is high.
Actions
- Create or update records - Tasks, projects, contacts, deals
- Send messages - Email, Slack, in-app notification
- Assign an agent - Hand the work off to AI
- Wait - Pause before the next step
Status & Safety
Workflows are draft while you build them and liveonce enabled. If a live workflow fails, it auto-reverts to draft and notifies the creator so it can't quietly keep failing.