Workflow automation

Let the busywork run itself

Build multi-step “when this, do that” workflows with conditions — no code — so routine work happens automatically across your whole workspace.

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Multi-step workflowsConditions & branchingOne-click recipe gallery
app.co-msg.com/automations
When
A new lead comes in
If
Budget is over $5,000
Then
Assign to Sales + email the client
ReplacesZapierMakemanual busywork
How a workflow runs

Trigger, condition, action

Describe it once; it runs forever.

1

When…

Pick a trigger — a new lead, a message, a task moving, a schedule, and more.

2

If…

Add conditions so it only runs when it should — by value, stage, channel or field.

3

Then…

Chain actions — create a task, send an email, notify the team, or ask AI.

What it can do

Automate the work you repeat

Create tasks

Spin up a task with an owner and due date the moment a trigger fires.

Send emails

Fire off a templated email to a client or teammate automatically.

Notify the team

Ping the right channel or person so nothing waits on a manual handoff.

Ask AI

Have an AI step summarize, draft or classify as part of the flow.

Multi-step chains

String several actions together with conditions and branching.

Run history

See every run, what fired and what failed — and fix issues fast.

Get started fast

Start from a recipe

Don’t start from a blank canvas — pick from a gallery of one-click templates for the automations agencies use most, then tweak.

  • One-click recipe gallery
  • No code — a visual builder
  • Conditions, branching and delays
Recipe · New lead → assign
When a new lead comes inTrigger
If budget over $5,000Condition
Assign to Sales + email clientAction

Frequently asked

No — it’s a visual builder. Pick a trigger, add conditions, and chain actions with clicks.

We cancelled five subscriptions and run the whole agency from one workspace. Onboarding a new hire takes minutes, not days.
5 tools → 1
ML
Marcus Lee
Ops Lead, Atlas Creative
Loved by 500+ agency teams
Pixel & Co.Northwind StudioBloom SocialAtlas CreativeVerve Agency

Explore the rest of the platform

One workspace. Everything your agency runs on.

Stop doing the busywork

No-code, multi-step workflows that run themselves across your whole workspace — free to start.

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Free for 5 membersNo credit cardCancel anytime