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Turn great work into repeatable AI workflows.

Save a successful task as a workflow you can run from chat or on a schedule.

Workflows for the work your team already does

WorkflowConversationsWorkflows
AllMarketingFinanceSalesOps
Weekly campaign recap

Pulls last week's channel metrics, drafts an on-brand recap, posts to #marketing for review.

Marketing132 runs · Priya K
Month-end variance summary

Flags anomalies against budget and drafts the variance commentary with sources cited.

Finance41 runs · Dan M
Meeting notes to CRM

Turns a call transcript into CRM field updates and a follow-up email draft.

Sales89 runs · Priya K
Invoice triage

Reads inbox invoices, codes them to the right cost center, routes approvals.

Finance57 runs · Sam T

From conversation to reliable workflow

Demonstrate the outcome once. Save the process, review it, and make it repeatable.

01
Show

Complete one real task in chat, including the sources, decisions, and output you expect.

02
Save

Save the process behind that conversation as a reusable workflow.

03
Refine

Review the steps, tools, context, and approval boundaries before the workflow goes live.

04
Run

Trigger it from chat or a schedule, inspect every step, and approve anything that ships.

Approvals stay on for consequential actions until your team chooses otherwise.

Automation with receipts

Follow every source, tool call, calculation, and generated file in a live trace. Review the result before a run sends or updates anything.

Weekly campaign recap · run #34
Started 9:02 am by Maya · Last 7 days · All active · post to #marketing
Running

Trace

Result

Campaign recap — week of Mar 2
Trials up 18% week over week, driven by the launch-day push.
LinkedIn CPL down 22%. Webinar filled to 96% of capacity.
Watch: branded search spend up 9% with flat conversions.

Previous runs

Run #33 · Feb 23 · approved and posted1m 12s
Run #32 · Feb 16 · approved after edits58s
Run #31 · Feb 9 · failed — Sheets access expired12s

Readable playbooks for every workflow

Each step stays in plain language, with clear tool permissions, shared context, and approval boundaries you can change at any time.

Weekly campaign recapMarketingYour copy
Forked from the team template by Priya K · you changed the voice yesterday

Goal

Every Monday, pull last week's campaign numbers, draft an on-brand recap, and post it to #marketing for review.

Inputs · asked when someone runs this

Date range
Last 7 days
Campaigns
All active
Post to
#marketing

Playbook · 4 steps

1
Pull last week's numbers from the campaign performance sheet.
Google Sheets · read only
2
Scan #marketing for launches, wins, and misses from the same week.
Slack · read #marketing
3
Draft the recap: headline number first, then wins, then what needs attention.
Brand voiceRecap template
4
Post the draft to #marketing.
Slack · postPauses for your approval
Add a step — describe it in plain language

Tools this agent can touch

Slackread #marketing · post needs approval
Google Sheetsread only

Autonomy

Pause before anything is sent or posted
Run fully autonomously

Start in chat. Refine later.

Turn a successful conversation into a workflow, describe a new process in one sentence, or adapt a template. Review the drafted logic before it runs.

New workflow
Choose how to start — you can change everything later.
Start from a descriptionRecommended

Describe what you do in plain language. The draft includes an editable playbook with steps, tools, and approval gates that you review before it can run.

Every Monday, recap campaign performance and post it to #marketing for review.

Try:Weekly reportTriage my inboxSummarize customer calls

Or start another way

Fork a team template

Start from one of 24 shared Workflows and tweak it.

Start blank

Add steps yourself, in plain language.

Move fast without losing control

Each workflow keeps permissions, approvals, and execution history together.

Deploy where your work lives

Keep prompts, documents, and results inside the environment and connections you control.

Least privilege by design

Every workflow is scoped to specific tools and sources, with permissions that stay visible.

Human approval when it matters

Sending, posting, and other consequential steps can pause for review before they happen.

A complete run history

Reopen any run to see its inputs, tool calls, outputs, approvals, and final result.

Build workflows your team can reuse.

Start with a real task in chat. Save an editable workflow you can inspect, improve, and reuse.

Preview the QBR workflow without connecting a live account.