Automate is the workflow module. It is planned to run approved templates: assign a lead, notify a person, wait for approval, and keep a history when something fails.
In developmentNot for sale
The operational problem
Follow-up depends on memory.
The same customer details are typed into more than one system.
There is no record of which step ran, or which step stopped.
Planned capabilities
Curated templates for intake, assignment, reminders, and status updates
Triggers, conditions, actions, and human approval gates
Execution history, retries, and idempotent reruns
No unrestricted visual workflow designer in the first release
