Automate routine follow-up while keeping people in control.

Use a visual workflow builder to route supported events, apply conditions, add branches or delays, and notify the right people. Preview workflows and inspect their run history.

What it supports

Configure supported event and schedule triggers, conditions, and true/false branches.
Add ordered in-app notifications, authorized email steps, and delayed follow-up.
Review versions, simulations, run history, failures, retries, and pause or rollback workflows.

What to confirm

External messaging and provider connections require their own setup and consent.
Automation cannot bypass commission approvals, change plan rules, or release payments.
AI-generated workflows are drafts that require human review before activation.

Try the sample workflow · Discuss fit