Automate with workflows

ما ستتعلمه

Start a workflow

Click Automate on a records page. Describe the workflow in plain words and the AI builds it, start from a template, or create one from scratch.

When this happens, then do this

Pick a trigger, such as an opportunity being added, then add steps: notify people, create a task, or an AI action that costs credits on each run.

Test, then turn on

A test run really runs the steps, and each one turns green as it goes. Turn the workflow on when you're happy, and off at any time.