Turn repeatable processes into workflows that move work forward. Connect triggers, conditions and actions, then follow every run from start to finish.
For operators and administrators configuring repeatable processes.
Available on Team, with workspace permissions and credential controls. Compare plans
A customer promise can involve CRM, email, delivery, people, finance, procurement, assets, and leadership approval. Point automation handles one step and leaves humans coordinating the rest.
Each capability stays connected to the customer, work, people, decisions, and operating context around it.
Create a workflow or start from a template, then connect triggers, conditions and actions around your process.
Review the workflow’s configuration and authority before activation. Use the available lifecycle controls to pause, resume or deactivate it.
Inspect run history and evidence, then use the supported recovery actions when a run needs attention.
Begin simply, configure deeply, and keep the system understandable as the business grows.
Describe the process explicitly.
Keep authority with the workflow.
See what happened after activation.
Configure the module permissions and credentials each action needs. Review the workflow before activation and manage changes through its lifecycle controls.
Use the trigger and action catalogue to connect the steps of your process, with conditions that guide the next action.
A practical sequence your team can review and own.
Choose the trigger and sequence of actions.
Check actions, permissions and required credentials.
Release the configured workflow when ready.
Review run evidence and handle exceptions.
Explore the related workflows and choose the next step your team needs.
Turn cross-functional SOPs into visible systems with ownership, policy, and auditability.
Automate customer, project, people, finance, procurement, assets, and service workflows without waiting on custom code.
Extend governed workflows with APIs, webhooks, integrations, environments, and operational observability.
The strongest rollout is the one your team can understand, adopt, and prove.
Start with a template or create a workflow in the builder. Choose a trigger, configure conditions and actions, then review and activate the workflow.
Explore the trigger and action catalogue to find the steps available across your workroom. Each action uses the permissions, credentials and configuration required by its module.
Yes. Run history and execution evidence show outcomes and available recovery actions.
Start with the workflow people coordinate manually every week and turn it into one visible, governed Flow+ system.