Automations

AC

Automations

Connect triggers, agents, knowledge, decisions, and actions.

New Lead Enrichment

When a lead enters CRM, research and enrich automatically.

Trigger: New CRM lead
Agent: Sales Research Agent
Runs: 1,284
Last run: 10:42 AM

Support Ticket Triage

Classify and route incoming support tickets.

Trigger: New ticket
Agent: Support Triage Agent
Runs: 892
Last run: 9:30 AM

Onboarding Sequence

Start welcome workflow when account is created.

Trigger: Account created
Agent: Customer Onboarding Agent
Runs: 456
Last run: Yesterday

Invoice Processing

Extract and validate incoming invoices.

Trigger: Invoice received
Agent: Invoice Processing Agent
Runs: 678
Last run: 8:00 AM

Weekly Competitor Scan

Monitor competitor changes every Monday.

Trigger: Schedule: Weekly
Agent: Competitive Intel Agent
Runs: 189
Last run: Aug 22

Content Brief Pipeline

Generate briefs when campaign is approved.

Trigger: Campaign approved
Agent: Content Brief Agent
Runs: 0
Last run: —

Pre-Call Briefing

Generate account briefs 30 minutes before scheduled calls.

Trigger: Calendar event upcoming
Agent: Meeting Prep Agent
Runs: 521
Last run: 8:45 AM

Outreach Sequence Draft

Draft personalized email sequences for qualified leads.

Trigger: Lead qualified
Agent: Email Outreach Agent
Runs: 743
Last run: Yesterday