Everything you need, built in.
The essentials for teams that want to move fast without giving up control.
If this, then that
Simple rule builder for quick wins that don't need a full workflow.
Triggers on anything
Every object, every field change, every activity.
Delays and schedules
Delay steps by hours/days. Run only during business hours. Respect time zones.
Combine with AI
Have AI draft the Slack message, the email, or the task based on context.
Quick rules
Three clicks to launch.
Pick a trigger. Pick an action. Done. For everything more complex, graduate to Workflows.
- Field-change, activity, and schedule triggers
- Slack, email, task, webhook, and CRM actions
- Delay and schedule options built in
- Share rules across teams with one toggle
Teams ship revenue with this.
Real-world use cases across every revenue function.
Lead alerts
High-value lead captured → Slack ping in #sales-hot.
Follow-up nudges
Proposal sent → auto-create follow-up task in 3 days.
Ghosted deal
No activity in 14 days → exec briefing email.
Frequently asked questions
When should I use Automations vs. Workflows?
Automations for simple 'if X then Y' rules (3 clicks). Workflows for multi-step, branching logic with data transformations.
Keep exploring