Automations and Integrations

An automation follows a defined path: when something happens, it runs the specified steps in order. An AI agent interprets the situation and works within the instructions and access you give it. Many workflows combine both: the automation provides a reliable trigger, while the agent handles a step that needs judgment.

Documented triggers include a database record changing, a tag being applied, a form being submitted in a portal, or an incoming webhook from another system. The workflow can then update a page, move data, or hand a step to an AI agent. You define the trigger and subsequent steps.

Yes, where a connection is supported. The guides cover moving files from Google Drive into a FuseBase database, retrieving a meeting transcript from Fireflies, and creating a portal when a new contact appears in HubSpot. Webhooks cover other systems, so check the available guides before planning a workflow.

Yes. A documented automation can create a portal when a new contact arrives from your CRM and add the pages or tickets that contact should see. You still decide what goes in the portal and when the client is invited.

Start with a step where an error is easy to spot, such as drafting a summary or sorting an incoming record, and keep a person in the approval step. Expand the agent’s role as you see how it performs. The aim is to leave people with the decisions that need them.

Implementation, custom development, training, and ongoing support are scoped services, not automatic parts of every subscription. Their scope is agreed with you before work starts.

Not when the same record is shared into a portal. Your team can update it internally and the client sees the current version, without maintaining a second copy or sending another attachment.

Connections to existing systems are part of the design, through integrations and automation. The tools available depend on your account, so check your integration list rather than assuming a specific tool is included.

No. Begin with work you already do and an improvement you want, not a strategy document. Choose one repeatable process, put it on the platform, and add delegation where it is useful.