24 docs tagged with "automation"

Give your AI agents capabilities like web search, calendar booking, and file access.

Inspect an Action, understand its trigger, and find which responses can run for each event.

Create an automated appointment reminder workflow that contacts members via SMS and handles rescheduling requests.

Give your AI access to book appointments on connected calendars.

Manage schedules, availability, event types, and AI-powered appointment booking.

Run member-level A/B tests with weighted groups, CEL branching, and journey goal reporting.

Let your AI read, write, and search files and folders.

Give your AI access to read or create form records.

Let a workflow assistant delegate workspace-management goals to the Workspace Manager.

Notify team members automatically when workflow tasks are entered, forms are submitted, or other events occur.

Initiate AI-powered phone calls to members as part of an automated workflow.

Give AI control over voice calls with hang up and forward capabilities.

Play a pre-recorded audio file on a phone call as part of an automated workflow.

Create an on-demand or scheduled Routine that starts a Workflow for selected Members.

Arrange, review, and cancel a one-off follow-up on a Chat.

Send one email to a small test audience with an on-demand Routine, then verify Inbox routing and reply handling.

Let the agent email allowlisted members from a workspace inbox, with chat-file attachments.

Send templated emails to members as part of an automated workflow.

Let the agent text the current member from canned templates or free-form messages.

Send templated SMS messages to members as part of an automated workflow.

Send templated WhatsApp messages to members as part of an automated workflow.

Create or update members automatically from webhook data as part of an automated workflow.

Write CEL across Workflows, Journeys, Event Rules, Actions, Forms, and other expression contexts.

Let your AI search the internet for current information.