Workflows & Automation

Define triggers and actions - fynoAI does the rest. Connect all modules together: emails trigger tasks, invoices create CRM entries. Bruno automatically optimizes your processes.

Features Overview

Visual workflow builder
Triggers: time, event, condition
Actions: email, task, change status
If/then logic & conditions
Ready-made workflow templates
Execution logging
Webhook integration
Multi-step workflows

Visual Workflow Builder

Create automations without code. Choose triggers, define conditions, and set actions - all via drag & drop.

  • Drag & drop editor
  • If/then logic
  • Multiple actions per trigger
  • Templates for common workflows

Workflow Builder

TRIGGER

New task created

CONDITION

Priority = High

ACTION

Send email to team

Powerful Triggers & Actions

React to events like new tasks, paid invoices, or incoming emails. Automatically trigger emails, task creation, or webhooks.

  • Event-based triggers
  • Time-based triggers (Cron)
  • Email, task, webhook actions
  • Connect external services

Triggers & Actions

When...
📧Email received
Task created
👤New contact
📅Appointment booked
Then...
📨Send email
📋Assign task
🔔Notification

Monitoring & Debugging

See exactly what your workflows do. Complete execution logs help with debugging. Activate and deactivate workflows with one click.

  • Detailed execution logs
  • Error notifications
  • One-click activation/deactivation
  • Test mode for development

Workflow Monitor

Live
247
Success
3
Running
2
Errors
Lead Nurturing
156x2m
Onboarding
3x-
Invoice Reminder
89x45s
Support Escalation
2xError

Your Benefits

Save time

Routine tasks are handled automatically.

No errors

Automation reduces human errors.

Scalable

Workflows grow with your business.

Frequently Asked Questions

No, the visual editor allows you to create workflows via drag & drop - without any code.

Triggers like new task, paid invoice, new email, form submission, schedule or webhook start workflows.

Send email, create task, update field, send notification, call webhook and more.

Yes, with if/then logic you can branch workflows based on field values, status or other criteria.

Test mode runs the workflow with sample data without executing real actions.

Yes, each workflow execution is saved with timestamp, status and details.

You are notified of errors and can pause, correct and restart the workflow.

Yes, we offer templates for common use cases like lead nurturing, onboarding or payment reminders.

Yes, via webhooks you can integrate any external services into your workflows.

You can create unlimited workflows. The number of concurrent executions depends on your plan.

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