Workflow

AI-Generated SMS Messages in Workflows
Workflow Automation AI-Generated SMS Messages in Workflows Automatically create personalized SMS messages using AI within your workflows, dynamically ...
Wed, 9 Sep, 2026 at 8:37 AM
Workflow Action – AI Analyze Image
This article explains how to use the AI Analyze Image action in workflows to analyze images with AI vision. You’ll find step-by-step configuration instructi...
Wed, 9 Sep, 2026 at 1:57 PM
Workflow Action – Invoke Managed Agent
Bring Managed Agent reasoning directly into Workflows with the Invoke Managed Agent action. Workflows can pass contact information, dynamic workflow context...
Fri, 25 Sep, 2026 at 12:39 AM
Fathom Actions and Triggers in Workflows
Use Fathom in workflows to automate next steps from your meeting recordings, transcripts, and summaries. Once connected, Fathom can trigger workflows when a...
Tue, 1 Sep, 2026 at 12:03 PM
How to Use the Video Tracking Trigger in Workflows
Video Tracking lets you start workflows based on how much of a video a contact watches. By using video engagement as a workflow trigger, you can automate fo...
Wed, 7 Oct, 2026 at 7:20 AM
AI Studio Form Submitted Workflow Trigger
The AI Studio Form Submitted trigger starts a workflow automatically when a visitor submits a connected form on an AI Studio (Vibe) website. Use this trigge...
Fri, 9 Oct, 2026 at 6:37 AM
Automation Overview
The Workflow Overview Dashboard gives you a real-time view of your automation performance, all in one place. It summarizes workflow counts, enrollments, and...
Mon, 12 Oct, 2026 at 12:56 PM
SurveyMonkey - Workflow Actions and Triggers
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Wed, 14 Oct, 2026 at 7:53 AM
Google Tasks - Workflow Actions and Triggers
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Wed, 14 Oct, 2026 at 7:57 AM
PipeDrive - Workflow Actions and Triggers
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Wed, 14 Oct, 2026 at 7:59 AM