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.
Automations
When this, do that
Trigger, condition, action
Describe it once; it runs forever.
When…
Pick a trigger — a new lead, a message, a task moving, a schedule, and more.
If…
Add conditions so it only runs when it should — by value, stage, channel or field.
Then…
Chain actions — create a task, send an email, notify the team, or ask AI.
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.
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
Frequently asked
No — it’s a visual builder. Pick a trigger, add conditions, and chain actions with clicks.
Yes — chain several actions with conditions and branching, not just a single trigger-action.
A recipe gallery gives you one-click templates for common agency automations that you can then customize.
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. On Teams and above.