Workflow automation
Triggers, sequences, and approvals — the busywork runs itself, no code.
Domain events — lead won, payment failed, booking made, event attended — trigger workflows you compose in the dashboard: send the message, create the task, wait, branch, ask for approval. The engine is durable: runs survive restarts and dead-letter loudly instead of vanishing.
How it helps you
Follow-ups that never depend on memory
The quote follow-up, the review ask, the win-back — define once, runs forever.
Approvals with an audit trail
Human-in-the-loop steps pause the run until someone signs off — recorded, not Slack-lost.
Failures surface, never vanish
A failed run dead-letters and notifies the built-in coach — silence is not an option.
The walkthrough
Pick a trigger
Any domain event — CRM, money, events, bookings.
Compose the steps
Messages, tasks, waits, branches, approvals — visual, no code.
Watch runs live
Every run is inspectable: what fired, what sent, what is waiting on whom.
Shipped features behind this
From the same machine-readable catalog we publish at /features.json — what your AI reads to learn the platform.
Automation runs & approvals
The other half of Automations: run history per lifecycle state with cancel, plus the approvals queue — the human gate an automation pauses on before any money-moving or irreversible step (approve releases the dispatch; reject routes to the failure path).
Coach — act feedback + signal periods
Closes the Coach's feedback loop: 'I acted on this' on every insight (the engine learns which advice lands) alongside Dismiss, and the signal view gets a working 7d/30d/90d period selector over the live signals endpoint instead of a fixed 30-day pill.
Common questions
What happens if a workflow fails mid-run?
The run records the failure, retries where safe, and dead-letters loudly if it cannot proceed — the failure watchdog turns it into a coach observation so a human sees it.
See it, then build on it
This whole site runs on the same platform — fork the template, or point a front end you built with Lovable, v0, Bolt, Claude, or Cursor at the backend.