Visual Workflow Automation

What the visual builder does

A canvas where you drag "steps" and connect them. Each step is an action (send email, update CRM, call HTTP API, run AI prompt, wait 24 hours). The connections define the flow.

Triggers start workflows: webhook, schedule (cron), polling (external source), manual, CDP event, CRM field change, segment entered/exited.

Step types

Actions (call a service or tool)

• Send email, push, SMS
• Update CRM contact or deal
• Track CDP event
• Call external HTTP API
• Use a connector (Slack, Google Sheets, Shopify, Stripe, etc.)

Logic (control flow)

• Conditional branching (if/then with custom conditions)
• Loop over array items
• Wait / delay (fixed, until date, or until condition)
• Filter (skip if condition not met)

AI (intelligent operations)

• Generate text (subject line, email body, reply draft)
• Classify (categorize inbound email, tag ticket)
• Summarize (condense long text)
• Route (pick the right assignee from dynamic criteria)

Code (escape hatch)

JavaScript code step for custom logic. Runs in sandbox with timeout protection.

50+ native connectors

Pre-built integrations with the tools SMBs actually use:

• Communication: Slack, Discord, Telegram, Microsoft Teams
• E-commerce: Shopify, WooCommerce, CloudCart, Magento
• Productivity: Google Sheets, Notion, Airtable, Linear
• Database: PostgreSQL, MySQL, AWS S3
• Payments: Stripe, Paddle
• AI/LLM: OpenAI, Anthropic Claude
• Developer: GitHub, GitLab, generic HTTP/REST

For tools without a native connector, use the HTTP step — any REST API is reachable.

Variable system

Pass data between steps via a variable syntax:

• {{ trigger.data }} — the input that started the flow
• {{ steps.stepName.output }} — output of a previous step
• {{ connections.slack.channel }} — credentials from a connection

Expressions are evaluated before step execution. Preview variable resolution in the builder before deploying.

Real-world flow examples

1. Abandoned cart → cross-channel recovery

CDP event "cart_abandoned" → wait 1 hour → send email → wait 24 hours → if not purchased, send push notification → wait 2 days → if not purchased, send SMS with discount.

2. Lead qualification and routing

New CRM contact → AI classify "is this SMB or Enterprise?" → if SMB, enroll in nurture sequence → if Enterprise, assign to sales rep Paul via round-robin → notify #sales-enterprise Slack channel.

3. Signup to onboarded

User signup → track CDP event → wait 30 minutes → check if "first login" event happened → if NOT, send email nudge → wait 24 hours → check again → if NOT, send SMS.

4. Support ticket triage

Webhook from Intercom (new ticket) → AI classify "billing, bug, or feature request" → if billing, create Stripe customer portal link and reply → if bug, create GitHub issue → if feature request, add to Notion roadmap database.

Monitoring and debugging

• Real-time execution status (WebSocket-powered)
• Step-by-step logs with input/output for every execution
• Run duration + success rate per flow
• Retry configuration (retry failed steps with exponential backoff)
• Error alerting (email, Slack, or Monfri notification)

Limits by plan

• Starter: 10 active flows, 2,000 runs/mo, 25K AI credits, 10 connectors
• Growth: 100 active flows, 50,000 runs/mo, 200K AI credits, 50 connectors
• Scale: Unlimited flows, unlimited runs, 1M AI credits, unlimited connectors