AI and automation
Workflow automation
Workflow automation is a defined sequence of steps the system performs when a trigger fires, such as sending a message, setting a field, assigning an owner, or waiting.
Also calledflow builderautomation workflow
It gives exact, repeatable behaviour, and it carries a maintenance cost as the business changes around it. A workflow that nobody owns quietly stops matching reality. The practical question when comparing tools is what a workflow can do beyond sending a message, and whether its actions are logged.
More in AI and automation
Worth knowing alongside it.
- Keyword rule
- A keyword rule is an instruction that matches specific words in an incoming message and responds with a set reply or starts a defined automation.
- Drip sequence
- A drip sequence is a series of messages sent to a contact over time, triggered by an event and usually stopping as soon as the contact replies.
- Audit log
- An audit log is a durable record of every consequential action in a system, including who did it, when, and what exactly was affected.