Automate your business Workflows!
We have launched “Workflows” - a new way to automate the routine processes your team handles every day. From routing incoming messages to creating support tickets, updating your CRM, and scheduling meetings, Workflows allow you to define and run these processes.
How do Workflows run?
Each workflow begins with a trigger for example, receiving an email, a Slack or Microsoft teams message, from there, a series of actions are executed based on your own bespoke configuration, such as creating tickets, updating records, scheduling events, or sending responses.
Examples of what you can automate (but absolutely not limited to!
Logging incoming customer issues directly into your CRM as support tickets
Routing new email enquiries to the appropriate team based on content or attachments
Automatically scheduling meetings when new leads are received
Updating spreadsheets in real time as data is processed
Classifying and handling orders, quotes, and invoices differently based on their content
Why it matters 💡
Many operational tasks follow consistent, repeatable patterns. Workflows allow you to define these patterns once and run them automatically, improving consistency, reducing manual effort, and freeing up time for more valuable work.
This release lays the foundation for further expansion. Additional triggers, actions, and integrations will be introduced over the coming weeks.