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Workflows

Automate multi-step business processes with pre-built golden workflows or create your own using natural language.

Golden Workflows

Pre-built automation recipes that work out of the box:

  • Competitor Watch — Monitor 3 competitors weekly. Get pricing alerts, hiring changes, and news summaries every Monday.
  • Content Pipeline — Research a topic → write a blog post → create LinkedIn threads → deliver to your inbox. Fully automated.
  • Deal Accelerator — Score leads from CRM → generate branded proposals → email to prospects. Close deals faster.

Natural Language Workflow Creator

Describe what you need in plain English on the New Workflow page. For example:“Every Monday, research my top 3 competitors, summarize what changed, and email the report to my team.”The system creates the workflow automatically.

Custom Workflows

Chain multiple agents together to create custom automations. Each step can use different agents, integrations, and conditions. Workflows can be scheduled or triggered by events (new lead, email received, etc.).

💡 Pro tip

Start with a golden workflow to see what's possible, then customize it by chaining in additional agents or integrations.