Automation & triggers. Runs exactly as you wire it.
Triggers, branches, waits, and rule-based actions — update the CRM, create a task, notify a rep, call a webhook, send on a cadence. Deterministic by design, with an optional AI decision step where you want judgement.
Like Zapier or n8n, but native to your revenue stack: a visual builder for the deterministic plumbing — "when X happens → wait → branch → do Y." Drop in an AI step at a single decision point if you need it. For a whole objective run by multiple agents end-to-end (research → qualify → outreach → book), that's a Playbook.
A real workflow — deterministic, with one optional AI step.
Trigger fires when a form is submitted. Rule-based branch routes ICP-fit leads; an optional AI step classifies intent before the workflow assigns and notifies. Rules where rules work, AI only where judgement is needed.
Deterministic automation, governed and auditable
What the engine handles for you
Rules where rules work — AI only where it helps
Most steps are deterministic and free: branch, wait, update the CRM, notify a rep. Need judgement at one point? Drop in an AI decision node. For a whole objective run by multiple agents, use a Playbook instead — that's what it's for.
- Optional "AI decide" node inside a deterministic flow
- Outcome-aware branching on the AI step’s result
- Audit log per step with inputs + result
- Hand off to a Playbook for multi-agent runs
Built for compliance + RBAC
Every workflow is versioned. Every approval is logged. RBAC controls who can author what. Workflow changes diff like code; approvals required before promotion to production.
- Version history + diff per workflow
- Per-workflow RBAC (who can edit, who can run)
- Production / staging environments
- Approval-to-promote workflow changes
Custom steps via Skills
Need a step that calls your internal API? Author a Custom Skill in the developer platform; the workflow calls it like any built-in node.
- Skill-as-node — any HTTPS endpoint
- Per-skill auth (JWT, mTLS, OAuth)
- Skill test harness with preview
- Marketplace of community skills (coming Q3)
18+ starter templates
Common motions ship as templates — cold outbound, warm follow-up, recovery, expansion, renewal risk save plan. Clone, customise, run.
- Cold outbound · warm follow-up · recovery
- Renewal risk save plan
- Expansion intent surface
- Custom templates per industry
Included from Starter
Solo gets basic automations; Starter unlocks the full Workflow Engine with multi-step + approvals. Pro adds advanced orchestration.
Common questions
How is this different from Zapier or n8n?
What's the difference between a Workflow and a Playbook?
Can I import existing workflows from Outreach or Salesloft?
How are workflow approvals routed?
Wire it once. It runs exactly as you built it.
Deterministic, governed automation — with AI only where you want it. Need a team to run a whole objective? That's a Playbook.