Workflow automation

Workflow automation for CRM, sales and business operations

Create structured automation rules for routine work while preserving permission checks, test-first validation and human review for sensitive actions.

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Triggers
Condition groups
Action catalogue
Dry-run previews
Approvals
Execution evidence
Audit history
Protected test mode

Rules built from business conditions

Evaluate source, status, ownership, dates and other approved record conditions before preparing an action.

Actions with governance

Actions can remain disconnected, simulated or approval-controlled until production integration is deliberately enabled.

Tenant-safe evidence

Automation records and evidence remain scoped to the correct company workspace.

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