Workflows (no-code automation)

Workflows automate your business across ALL modules, with no code: when something happens (a lead arrives, a client is added, a ticket opens, an invoice or store order is paid, a project starts), run a sequence of steps — notify managers, send an email, add a note to the record, create a task in a project, or send a WhatsApp/SMS — and an AI step that drafts the words for any of them.

1. 1Open Workflows from the sidebar (Administration) and click “New workflow”.
2. 2Pick the trigger event, and optionally add conditions (e.g. only when source equals Website).
3. 3Add one or more steps in order — use {{merge_tags}} like {{name}} to personalize.
4. 4Save. Every run (or skip) is logged in Recent activity with per-step results.

One step is different: “Ask the assistant to draft”. It writes text into {{ai}} using your AI add-on, and a step BELOW it sends that text — so what the assistant writes always lands inside a message whose shape you wrote. If the draft cannot be produced, any step that asked for {{ai}} is skipped rather than sending a blank message.