Automate with workflows
Let PromptLab do routine work for you with workflows, started from a template or described to AI.
What you will learn
- Start from a template
- Turn on a ready-made workflow, such as creating a kick-off task when a deal is won.
- Describe it to AI
- Write what should happen in plain words; PromptLab builds the steps and asks you to confirm.
- Edit and publish
- Add steps such as a wait, fix any issue it flags, and publish your changes.
AI & automation
3 lessonsApprox. 8 min
Your progress0%
Related articles
- WorkflowsLet PromptLab do routine work: a record change, a schedule or a message starts a workflow, and its steps update records, notify people or use AI.
- Webhooks & APISend data into PromptLab workflows with a webhook trigger, call external systems with the HTTP request action, and connect AI tools like Claude and ChatGPT through MCP.
- CRM AutofillAdd a field to any table, describe in plain words what it should contain, and PromptLab fills it for every row — and for every new record from then on.





