Build around a real process
Start from a template or connect steps in the visual builder to describe how your team gets work done.
A repeatable way to move work forward
Give the next step a little momentum.
Build workflows that connect workspace events to useful actions. Add conditions, waits, and human approval when the work calls for a decision.
Made for the work
A little more detail.
A lot more possibility.
Use the tools already here
Create or update records, notify teammates, send or schedule messages, and enroll recipients in email sequences through supported actions.
Leave space for a decision
Branch on conditions, wait between steps, or ask a person to approve before the workflow continues.
See what happened
Open a run to inspect its steps, review results, and understand where attention is needed.
From idea to everyday
Put it to work.
A practical starting point for runs & automations.
- 01
Choose the starting point
Pick a workflow template or define the trigger that should start the process.
- 02
Connect the next steps
Add supported actions, relevant record data, and any conditions or approvals.
- 03
Run and review
Enable the workflow when ready, then inspect run history and respond to approvals.
A little more clarity
Good questions.
Can an automation wait for someone to approve it?
Yes. An approval step can ask the selected workspace members for a decision before the run continues.
Can I connect every app listed in the integrations catalog?
Available actions depend on implemented integrations and your connections. The catalog marks providers that are still coming soon; those are not ready to use in a live workflow.
Keep exploring