Automation

Put your follow-up on autopilot

Visual workflows, dynamic segments, and multi-channel campaigns that respond to everything happening in your workspace - consistently, instantly, around the clock.

Visual workflow builder

Automate processes with triggers, conditions, and actions - no code.

  • Trigger on signups, deal changes, form submissions, ticket events, and more
  • Branch with conditions, delays, and segment membership
  • Draft and published versions, so you can edit safely
  • Retry handling and full run-by-run execution logs

A template library to start from

Don't build from a blank canvas.

  • Ready-made workflow templates for common playbooks
  • Clone a template and adapt it to your process
  • Execution metrics show what each workflow actually did
  • Localized templates in Persian, Arabic, and English

Segments and conditions, built the same way

One catalogue of fields and operators, whether you are defining an audience or branching a workflow.

  • Build a rule visually: pick a field, pick an operator, type a value
  • The fields on offer are the ones the record actually has, custom fields included
  • Segments recalculate themselves, so an audience is never yesterday's list
  • Preview who matches before you send anything to them
  • A rule that is not valid is refused when you save it, not silently matched to nobody

Campaigns with real delivery logs

Send to the right audience - and prove it.

  • Audiences built from segments and filters
  • Per-recipient delivery tracking, not just aggregate stats
  • Campaign metrics per send
  • Works with your workflows: send a campaign as a workflow action

Actions across the whole platform

Automation that reaches every module.

  • Create tasks, update records, and notify teammates
  • Award loyalty points or adjust engagement automatically
  • Trigger AI-powered steps where they help
  • Everything logged, everything auditable

Frequently asked questions

Do I need technical skills to build workflows?

No. Workflows are built visually from triggers, conditions, and actions, and the template library gives you working starting points you can adapt.

Can I see what a workflow actually did?

Yes - every execution is logged step by step with its result, and each workflow has run metrics, so automation is never a black box.

Where to go next

The modules teams usually reach for alongside this one, and the industries that lean on it hardest.

This capability, in your industry

Ready to grow with every customer?

Build your workspace and start the same day. Setup takes less than ten minutes.

One subscription · Every module included · No feature gates

Marketing Automation · Cliento Pro