Workflow · automated flow
A workflow (automated flow) is a chain of actions triggered automatically by an event, with no manual intervention: for example, a new lead triggers an email, a task and a notification.
A concrete example
Example
A submitted form triggers: creation of the CRM record, a confirmation email to the prospect, an alert to the salesperson, and an automatic follow-up at 48 hours if there is no reply.
Why it matters
Workflows remove oversights and low-value repetitive tasks. They save time while making follow-up dependable, especially paired with AI agents.