Invoice processing

"Automate the approval of invoices."

Routine equipment maintenance

"Set up an automation to schedule and log routine maintenance for equipment."

Policy updates

"Design a flow to automatically notify employees of policy changes."

Email campaigns

"Create a tool to automate sending personalized emails to potential leads from a contact database project."

CRM updates

"Set up an agent tool to sync contacts and sales activities between HubSpot and our CRM project."

Data consolidation

"Automate the collection and consolidation of customer data from various sources into a single database."

Contract management

"Automate the contract review workflow, including required approvals and signatures."

Inventory replenishment

"Create a workflow to monitor inventory stock inside a custom project and trigger when stock is running low."

Marketing Campaigns

"Set up an automation for creating and launching marketing campaigns."

Vendor registration

"Automate the vendor onboarding process with a registration form."

Performance reviews

"Create a form to collect employee performance metrics and reviews."

Customer feedback

"Set up a form for collecting detailed customer feedback post-purchase and trigger follow-up actions."

"Create a new workflow"

Start a new automation workflow

"Edit my workflow"

Make changes to an existing workflow

"Rename my workflow to [name]"

Change the name of your current workflow

"Delete this workflow"

Remove the current workflow

"Duplicate this workflow"

Create a copy of the current workflow

"Add a task-related trigger"

Add triggers based on task events

"Add a project-related trigger"

Add triggers based on project events

"Add a comment-related trigger"

Add triggers for comments

"Add a date-related trigger"

Add triggers for dates and deadlines

"Add a custom webhook trigger"

Create a trigger for external systems

"Add a form-based trigger"

Create a trigger for form submissions

"Add a manual trigger"

Create a manual trigger

"Add a project creation action"

Add actions that create new projects

"Add a task management action"

Add actions that create or modify tasks

"Add an assignment action"

Add actions related to assigning items

"Add a notification action"

Add actions that send notifications

"Add a data extraction action"

Add actions that extract data from sources

"Add an integration action with [service]"

Add actions that connect with external services

"Add a document creation action"

Add actions that generate documents

"Add conditional logic"

Add decision points in your workflow

"Add a loop structure"

Add repeated actions for multiple items

"Add a timing control"

Add delays or scheduled actions

"Add parallel processes"

Add actions that happen simultaneously

"Add error handling"

Add fallback options if actions fail

"Change the configuration of [node]"

Update settings for a specific part of the workflow

"Update the conditions for branching"

Change when different paths are taken

"Reorder the workflow steps"

Change the sequence of operations

"Remove a step from the workflow"

Delete a specific part of the workflow

"Add authentication for [service]"

Set up connections to external services

"Connect to messaging platforms"

Set up integrations with communication tools

"Connect to email services"

Set up integrations with email providers

"Connect to document platforms"

Set up integrations with document management systems

"Connect to development tools"

Set up integrations with software development tools

"Connect to survey/form tools"

Set up integrations with data collection tools

"Test this workflow"

Run a test of the current workflow

"Analyze the workflow logic"

Review how the workflow will execute

"Troubleshoot a specific part"

Find problems in a workflow section

"Show available dynamic values"

See what variables can be used

"Check workflow performance"

Evaluate how efficiently the workflow runs

"Use dynamic text formatting"

Create text that includes variables

"Chain outputs between steps"

Use results from one step in another

"Create complex condition patterns"

Set up advanced logical conditions

"Configure failure scenarios"

Set up what happens when things go wrong

"Implement data transformation"

Convert data between different formats