Skip to content
HomeAutomations

KNOWLEDGE INTO WORKFLOWS

Connect the next step, not just the next app.

The goal: let a business event move through the right tools with clear permissions, approvals and a visible execution history.

Website Private importBusiness facts Manual entry availableDocuments Private upload
Your business knowledge

Reviewed facts + instructions

APPROVAL FIRST
Built-in workspaceSupported connectionsFuture automations

Concept illustration · See each product page for current availability.

Workflow engine planned

Signed lead intake and reviewed delivery flows exist. The general trigger/action builder and automatic outbound webhooks are not yet available.

AUTOMATIONS · THE APPROACH

A foundation you can build on.

Business events

Planned triggers for inquiries, appointments and customer activity.

Scoped actions

Built-in and connected actions will share explicit permission checks.

Visible outcomes

Planned run history, retries and reconciliation for uncertain outcomes.

A PRACTICAL PATH

Make the next step clear.

Start with a focused workflow.
Check availability and setup before activation.

01

Pick a trigger

Decide which business event starts the workflow.

02

Define the action

Choose a supported built-in or connected destination.

03

Approve and monitor

Test the flow; confirm actions only after successful execution.

GOOD TO KNOW

Your questions,
a little clearer.

Can I keep my existing tools?

Yes. Use supported connections where available. Built-in tools and connected tools can be used together; each workflow needs an explicit setup and permissions.

Will all my business information become public?

No. Business records and knowledge stay in your private workspace. Customer-facing AI uses separately selected approved information.

KEEP EXPLORING

Connected to your next step.

START WITH YOUR BUSINESS

Get your business
AI-ready.

Create a private workspace. Start with the features available today
and grow with the platform.