Reference · Glossary

Workflow automation

Last updated Jul 17, 2026

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.

One-off creative tasks with no repeatable trigger.

Form submit → AI classify urgency → create ticket → Slack notify on-call.