Visual Workflows That Run Themselves.

A lead comes in. You mean to follow up in three days. You forget. The lead goes cold. They call your competitor. This happens every day in every small business.

The Automation Engine fixes this permanently. You build the workflow once. It runs forever — never forgetting, never getting distracted, never letting a lead go cold.

Every node is a step in your workflow. Mix and match to build exactly the sequence you need. With 21 node types, you can automate processes across CRM, projects, approvals, email, and external systems.

• Email — send a branded email from your templates
• SMS — send a text message (coming soon)
• Wait — pause for minutes, hours, or days before the next step
• Condition — branch based on contact properties, tags, or deal data
• Tags — add or remove tags from a contact
• Deal Stage — move a deal to a different pipeline stage
• Update Deal Field — update deal value, priority, title, or other fields
• Task — create a task for your team
• Webhook — trigger an external system or API with custom headers and HMAC signing
• AI Action — call your AI agent mid-flow with full context and 120-second timeout
• Move Project Stage — move a project card to a different Kanban stage
• Create Project Card — create a new project card (supports recurring card creation)
• Send Approval Request — generate an approval request and email it to the client
• Add Comment to Card — add a comment to a project card
• Add Checklist Item — add a checklist item to a project card
• Assign Card — assign a project card to a team member

This is where the Automation Engine becomes something no other platform offers. Drop an AI Action node into your workflow and your AI agent gets called mid-flow — with full context about the contact, deal, project, and trigger that fired.

A new lead comes in. The workflow waits an hour, sends a welcome email, waits three days, sends a follow-up — and then an AI Action node generates a personalized proposal based on the lead's details and sends it automatically.

The AI agent has full access to your business data, knowledge base, and 125+ tools during the workflow. It can create documents, search contacts, update deals, create projects, send emails, generate content, create images and videos, search the web — all as part of an automated sequence. With a 120-second timeout, the agent has time to complete multi-step tasks.

• Full context passed to agent — contact, deal, project card, trigger type, and trigger metadata
• Variable hints in the builder — {{contact.name}}, {{deal.title}}, {{project.title}}
• Configurable timeout — up to 120 seconds for complex multi-step agent tasks
• Save result to contact field — store AI output on the contact record
• Test button — try your AI action before saving the workflow

Don't want to build from scratch? Choose from a library of pre-built automation templates. Each template is a complete workflow you can activate and customize in minutes.

• New Lead Welcome Sequence — automated nurture series for new leads
• Deal Won → Project Setup — automatically create a project when a deal is won
• Approval Reminder Follow-up — remind clients about pending approval requests
• Stage Change Notifier — notify team members when deals or projects move
• Recurring Card Creation — schedule monthly maintenance or retainer cards
• One-click activation with full customization after import

Here's a real workflow you can build in five minutes:

New lead arrives → wait 1 hour → send welcome email → wait 3 days → send follow-up email with case study → wait 2 days → AI Action generates a personalized proposal → create task for your team to call → move deal to "Qualified" stage.

Every new lead gets this exact sequence. Every time. Forever. You never have to think about follow-up again.