Help · Automation
Automation
Let the CRM do the repetitive work — build a workflow, branch it, add a real AI step, and trace every run.
Build your first workflow
Pick a trigger, add conditions and actions, and turn on your first no-code workflow — from a blank flow or a one-click template.
Triggers, conditions & branches
The 20+ events that start a workflow, AND/OR conditions that filter what runs, and N-way branches that route it.
Add an AI step to a workflow
Drop a real Claude AI step into a flow — summarize, draft, classify, or suggest the next action — then branch on the result.
Read run history & retry
Every run is traced node by node. Retry a failed run from the exact step that failed, with idempotency so nothing double-fires.
Can't find what you need in Automation?