Automation Engine

My Automations
View and manage your automation workflows.
Customer Onboarding
Automate the customer onboarding process
Active
245 Runs
98% Success

Triggers

Form Submission
API Call

Actions

Send Email
Create Account
Assign to Team
Last run: 2 hours ago
Created by: John Doe
Invoice Processing
Process invoices and update accounting system
Active
1245 Runs
99% Success

Triggers

Email Received
File Upload

Actions

Extract Data
Update Database
Send Notification
Last run: 1 day ago
Created by: Jane Smith
Lead Qualification
Qualify leads based on predefined criteria
Inactive
532 Runs
87% Success

Triggers

New Lead Created
Form Submission

Actions

Score Lead
Assign to Sales Rep
Send Email
Last run: 5 days ago
Created by: Robert Johnson
Support Ticket Routing
Route support tickets to appropriate teams
Active
3245 Runs
95% Success

Triggers

New Ticket Created
Ticket Updated

Actions

Analyze Content
Assign to Team
Send Notification
Last run: 3 hours ago
Created by: Emily Davis
Document Approval
Manage document approval workflows
Draft
0 Runs
0% Success

Triggers

Document Uploaded

Actions

Send for Approval
Notify Stakeholders
Update Status
Last run: Never
Created by: Michael Wilson