AI Workflows
Automated workflows that handle complete business processes from start to finish
Build step-by-step automations that handle entire business processes with AI making smart decisions at any step.
What It Does
AI Workflows let you create automated processes that go from start to finish with OR without manual intervention. You define what needs to happen (research, draft, review, send), and AI executes each step automatically. Unlike simple automation tools, AI makes judgments and decisions at each step, not just moving data between apps.
Why It Matters
Most business processes involve multiple steps and require some level of judgment. Traditional automation tools only handle simple if-then logic, forcing you to either do the thinking manually or skip automation entirely. AI Workflows handle the complete process, making decisions along the way, so you get true end-to-end automation.
Business Impact
A proposal process that takes 2 hours manually can be reduced to 15 minutes (12 minutes AI execution + 3 minutes human review). That's 1.75 hours saved per proposal.
How It Works
Define Your Process
Tell us the steps your process needs (research company, draft proposal, format document, prepare email).
AI Executes Steps
The workflow runs each step automatically, using AI to make decisions (which information to include, how to format content).
Add Checkpoints
Insert approval gates at critical points where you want to review before proceeding.
Monitor Progress
Watch the workflow execute in real-time, seeing what happens at each step.
Refine Over Time
Adjust steps based on results, improving the process as you learn what works.
Use Cases
Common Questions
How is this different from Zapier?
Zapier moves data between apps using if-then logic. AI Workflows make judgments and decisions at each step. For example, Zapier can detect a new lead and add it to your CRM. An AI Workflow can research the company, evaluate fit against your ideal customer profile, draft a personalized outreach message, and route to the right salesperson based on territory and expertise.
Can I change a workflow after it's built?
Yes. We build workflows together during implementation, and you can request changes anytime. Simple changes take hours, complex changes take days. You're not locked into the initial design.
What happens if a step fails?
The workflow pauses and notifies you. Nothing breaks silently. You can see exactly where it stopped, why it failed, and resume once the issue is fixed. All data is preserved so you don't lose work.
Last Updated: 2025-10-26