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Ami · Workflows · Automation

Automation that has your actual workspace data.

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.

Automation · 6 active workflows

AI & Automation · Home

6 active workflows
Active workflows
6
2 new this week
Tasks automated
142
This week
AI interactions
89
Today
Time saved (est.)
14h
This week
Why teams switch

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

Ami conversational agents

Predefined agents (CRM, HR) plus custom agents — ask a question, get an answer backed by real tool calls into your workspace data.

Trigger → condition → action builder

A visual, multi-step workflow canvas — no code, connects triggers to conditions to actions across modules.

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 dashboard

Messages sent, tool calls made, documents generated, and an estimated time-saved figure — automation you can measure.

A typical week

From input to outcome — without you babysitting.

1
Admin
Builds a workflow
Trigger → conditions → actions on the visual canvas.
2
System
Runs on trigger
Executes automatically, logs the run and its outcome.
3
Team member
Asks Ami a question
In chat or the agent roster — Ami answers using real workspace data via tool calls.
4
Admin
Reviews run history
Checks which workflows succeeded, which failed, and why — before it becomes a bigger problem.
AI & Automation · FAQ

Frequently asked

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.
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