Automation

Create and manage automated workflows to streamline your processes

Active Workflows

Currently running automations

Out of 15 total workflows

Executions Today

Workflow runs in the last 24h

247

↑ 12% from yesterday

Success Rate

Successful workflow executions

94.8%

↑ 2.3% from last week

Your Workflows

Manage your automated workflows

Name	Trigger	Automation Level	Executions	Status
Lead Nurturing Sequence Automatically nurture leads with personalized emails	New Contact	Semi-Automated	342	Active
Customer Onboarding Guide new customers through the onboarding process	Deal Stage Changed	Semi-Automated	128	Active
Deal Stage Notifications Send notifications when deals change stages	Deal Stage Changed	Manual	56	Inactive
Weekly Activity Report Generate and send weekly activity reports	Schedule	Fully Automated	12	Active

Quick Actions

Getting Started

New to automation? Follow these steps to get started: