VertexAutomation that thinks — and knows when to ask.
Connect visual nodes — trigger → audience → action — and drop in AI nodes for the judgment calls. Safe steps run on their own; anything that touches money or moves in bulk waits in an approval queue for one click from you.
Trigger. Audience. Action.
Three node types, one canvas. Add an AI node anywhere you'd otherwise need a human to decide — and let the guardrails handle the rest.
Trigger
Start from any event on the shared database — a new lead, cancel intent, a quota hit, a stage change, a payment, an inbound message or a schedule.
Audience
Filter to exactly who should flow through — plan, region, lifetime, last activity, score. The segment recalculates live as data changes.
Action
Send an email or SMS, draft an offer or order, move a deal, create a task, hit a webhook — or hand it to an AI node to decide and draft.
Judgment, with a safety net.
An AI node does the thinking a rule can't — picking the right offer, writing the message, choosing who to skip. It runs under the same guardrails as the assistant: safe actions fire automatically, money and bulk actions are drafted and held for approval.
- Safe, read-style actions execute on their own
- Money and bulk changes wait in an approval queue
- Scoped to the workflow owner's permissions
- Every action audited — who, what, when, fully traceable
You stay in the loop, not in the weeds.
Everything a workflow drafts that needs a human lands in one queue. See the exact values, the recipients and the cost before you approve — then watch it run. No surprise charges, no rogue bulk sends.
- Every risky action collected in a single review queue
- See impact and cost before you commit a thing
- Approve, edit or reject — the decision is audited
- Safe steps never queue; they just run
Workflows that pay for themselves.
Win back churn
Cancel intent → match plan & tenure → AI drafts a save offer → approve → send email and SMS. Recover revenue automatically.
Nurture new leads
New lead → segment by source → AI writes a 3-step sequence → safe sends fire automatically, no approval needed.
Upsell at the quota
Tenant hits a plan limit → AI offers the next tier in-app → upgrade drafted → one approval locks the new plan.
Revive stuck deals
Deal idle 14 days → AI books a check-in slot → drafts the invite → owner approves and it goes out.
Chase failed payments
Payment fails → smart dunning sequence → AI drafts a personal nudge for high-value accounts, held for approval.
Watch the funnel
Leads drop while traffic holds → AI flags the capture gap → drafts the fix → routes it to you to ship.
Automation everywhere your data lives.
AI Assistant & Autopilot
The same agentic engine that powers the chat box powers your AI nodes — drafting actions and waiting for approval on the risky ones.
Learn moreMarketing Analytics
Trigger workflows from real funnel events and watch recovered revenue land back in the same analytics that fired them.
Learn moreQuestions, answered.
How do AI nodes stay safe inside a workflow?
AI nodes run under the same guardrails as the assistant. Safe, read-style actions execute automatically; anything involving money or bulk changes is drafted and held in an approval queue until a person clicks approve.
What can trigger a workflow?
Any event on the shared database — a new lead, a form submission, cancel intent, a quota hit, a stage change, a payment, an inbound message, or a schedule. Triggers feed an audience step, then one or more actions.
Do I have to write code?
No. Workflows are visual nodes you connect — trigger, audience, action — with optional AI nodes for the judgment calls. You can also ask the assistant to build a workflow for you.
What gets audited?
Every action a workflow takes is written to the audit log with who, what and when. Approvals and the person who granted them are recorded too, so a workflow is fully traceable after the fact.
Set it up once. Let it run.
Build a workflow in minutes, drop in an AI node, and keep one hand on the wheel with the approval queue.