Reference · Glossary
Workflow automation
Last updated
Chaining **triggers, AI steps, and app actions** (email, CRM, Sheets) with human checkpoints.
When to use
Repeating office work — triage, reports, handoffs — where AI drafts or classifies.
When not to
One-off creative tasks with no repeatable trigger.
Example
Form submit → AI classify urgency → create ticket → Slack notify on-call.