Ami · Workflows · Automation

Automation that has your actual workspace data.

Q: Do I need to know how to code to build a workflow?

No — the workflow builder is no-code: pick a trigger, add conditions, then add actions such as sending an email, creating a task, posting to Slack or calling a webhook.

Q: Can I see if an automation actually ran or failed?

Yes — every workflow tracks last-run status and a full run history/log, so a failed automation is visible, not silent.

Q: Can I control what an AI agent is allowed to do?

Yes — per-agent configuration includes default model, temperature, and tool permissions, so you decide what each agent can actually touch.

Ami conversational agents, a trigger → condition → action workflow builder, and AI document generation — built on your real deals, tasks, and invoices, not a Zapier-style black box.

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Automation · 6 active workflows

AI & Automation · Home

6 active workflows

Active workflows

2 new this week

Tasks automated

142

This week

AI interactions

Today

Time saved (est.)

14h

This week

Illustrative sample data — not customer results.

Why teams switch

Built for teams who want automation on their own data, not a generic bot.

Ami conversational agents

Five pre-built agents (sales, finance, support, dev and HR) plus custom agents — ask a question, get an answer backed by real tool calls into your workspace data.

Trigger → condition → action builder

A step-by-step, no-code builder that connects a trigger to conditions and actions across modules — email, tasks, Slack or a webhook.

AI document generation

Ami drafts an email, proposal, or report from a prompt plus real module data — not a blank-page generic template.

Per-agent configuration

Set the default model, temperature, and tool permissions per agent — control what each one can actually do.

Run history and logs

Every workflow tracks last run, success/failure status, and a full run log — no silent automation failures.

AI usage and cost

Messages, tokens and AI cost for your workspace in one dashboard — automation you can measure.

A typical week

From input to outcome — without you babysitting.

Admin

Builds a workflow

Trigger → conditions → actions in the workflow builder.

System

Runs on trigger

Executes automatically, logs the run and its outcome.

Team member

Asks Ami a question

In chat or the agent roster — Ami answers using real workspace data via tool calls.

Admin

Reviews run history

Checks which workflows succeeded, which failed, and why — before it becomes a bigger problem.

AI & Automation · FAQ

Frequently asked

Is this a generic chatbot, or does it work on my actual data?

Ami is tool-augmented — it makes real tool calls into your workspace data (deals, tasks, invoices) to answer questions and take actions, not a generic knowledge-only chatbot.

Do I need to know how to code to build a workflow?

Can I see if an automation actually ran or failed?

Can I control what an AI agent is allowed to do?

Works with

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