Workflow controls
Search and manage production automations across your workspace
Active Workflows
18
+1 since yesterday
+6%
Runs Today
246
Across monitored automations
+14
Avg Success Rate
96.8%
Stable over last 24h
+0.4%
Tasks Generated
71
Created from workflow outputs
+9%
Workflow Builder
Design and monitor multi-step operational automations
New Lead Submitted
Trigger
AI Qualification
Agent step
CRM Record Check
Validation
Create Opportunity
Write
Send Intro Email
Delivery
Assign Follow-Up Task
Ops
Connected flow
Live
Workflow metadata
HealthyTrigger
Form submission
Owner
Client Ops
Last run
2 min ago
Avg runtime
18.4s
Success rate
98.4%
Success trend (last 24h)
2 warnings acknowledged · 0 failures in the last 6 runs
Systems involved
WebCRMGmailClickUp
Changes to integrations require a publish step.
Needs Attention
Operational issues requiring review
Warning
Proposal Follow-Up paused at Gmail auth step
14 min ago
Critical
CRM Recovery Sync failed 3 times today
Last failure 22 min ago
Notice
Weekly Executive Brief exceeded normal runtime
Runtime +26%
Notice
2 workflows require re-authentication
Integrations
All Workflows
Automation library and current reliability
| Workflow | Trigger | Systems | Last run | Success | Status | Actions |
|---|---|---|---|---|---|---|
New Lead Qualification | Form submission | WebCRMGmail+1 | 2 min ago | 98.4% | Active | |
Inbox Triage | New email batch | GmailClickUp | 7 min ago | 95.9% | Active | |
Proposal Follow-Up | Task stage changed | CRMGmail | 14 min ago | 89.2% | Warning | |
CRM Recovery Sync | Scheduled hourly | CRMIntegrations | 22 min ago | 71.6% | Paused | |
Weekly Executive Brief | Schedule (Mon 9:00) | WarehouseDocs | 1 hr ago | 97.5% | Active | |
Site Inspection Intake | Webhook | IntegrationsDocsClickUp | Today 8:12 AM | 94.1% | Draft |
Recent Runs
Latest executions and results
New Lead Qualification
CompletedCreated 3 CRM records and 2 follow-up tasks
2 min ago
Inbox Triage
CompletedFlagged 6 threads; created 4 tasks in Client Ops
7 min ago
Proposal Follow-Up
WarningPaused at email delivery step (rate limited)
14 min ago
CRM Recovery Sync
FailedRetry queued after sync timeout
22 min ago
Weekly Executive Brief
CompletedPublished brief to workspace and queued 3 action items
1 hr ago
Trigger Types
How workflows start
Event Trigger
Runs when a system event occurs
Schedule Trigger
Runs on a defined cadence
Agent Trigger
Runs based on agent outputs
Manual Trigger
Runs on-demand by an operator
Webhook Trigger
Runs from external callbacks
Workflow Performance
Reliability and throughput over the last 7 days
Total runs
246
Success
238
Failed
8
Avg runtime
18.4s
Workflow Templates
Deploy proven operational automations
Lead Qualification Pipeline
Qualify inbound leads, enrich CRM, and route to owners.
WebCRMEmail
Includes monitoring defaults and safe retry settings.
Inbox Review and Task Creation
Summarize inbox batches and generate client-facing follow-ups.
GmailClickUp
Includes monitoring defaults and safe retry settings.
Weekly Operations Summary
Generate an executive-ready operations brief with action items.
WarehouseDocs
Includes monitoring defaults and safe retry settings.
Meeting Transcript Analysis
Extract decisions and publish tasks from meeting transcripts.
DocsTasks
Includes monitoring defaults and safe retry settings.
Proposal Review Flow
Track proposal stages, gather approvals, and send reminders.
CRMEmail
Includes monitoring defaults and safe retry settings.
Follow-Up Reminder Chain
Trigger reminders when deadlines are approaching or blocked.
TasksEmail
Includes monitoring defaults and safe retry settings.
Templates require integration access in your workspace
Operational note
Workflow changes are staged. Publish to apply updates to production runs.