Workflow Automation
Workflows let you automate business processes - without writing code. They connect forms, webhooks, logic, document actions, emails, and integrations into a single, repeatable flow.
Instead of manually reviewing requests, sending emails, or copying data between systems, a workflow does it for you - consistently and instantly.
What is a Workflow?
A workflow is a series of steps that run automatically when something happens - for example, when a client submits a form or a webhook is received.
Each workflow can:
- Collect information
- Generate documents
- Send emails and notifications
- Make decisions with conditions
- Connect to storage, spreadsheets, external systems, and APIs
Example Workflow
In the example below:
- A client submits an intake form
- The workflow evaluates urgency and value based on the user input
- High-priority requests notify the team and create a CRM lead
- Standard requests receive an automatic confirmation with a document attachment
All of this runs without manual intervention, ensuring a consistent and efficient process.
