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Automation

Let repetitive tasks run on their own across your apps

Automatic workflows across every Connvai app and your AI agents: an event in one app triggers steps in others, with no manual entry.

  • Workflows across apps
  • Steps run by AI agents
  • Runs in the background
Automation screen

Workflows that reach your customers on WhatsApp and email

WhatsApp

The same step every day? Make it automatic

Instead of: Copying data between programs

Apps exchange it automatically

Instead of: Tasks forgotten within the team

A workflow triggers them on time

Instead of: Connecting programs with complex external tools

Workflows inside one system

Features

Everything you need in Automation

Triggers

An event in one of the apps, such as a new invoice in Accounting, starts the workflow.

Triggers
From event to action without waiting

For operations

From event to action without waiting

Every repetitive step in your day can become a workflow that runs on its own.

  • Triggers from apps
  • Sequential steps
  • A log for every run

For the business owner

A smaller team, more done

AI agents and workflows handle the repetitive work, freeing your team for customers.

  • Less manual entry
  • Fewer errors
  • Clearer tracking
A smaller team, more done

Get started in three steps

  1. Choose the trigger

    The event that starts the workflow.

  2. Add the steps

    From your apps and AI agents.

  3. Turn on the workflow

    And track its runs.

Works with your other products

AI-powered steps

Invoice events

Customers and follow-ups

Suited to these sectors

Automation plans

Subscribe to it on its own or as part of the unified plan. Prices are the platform’s current prices, excluding VAT.

Questions about Automation

Which apps does Automation cover?

Workflows span the Connvai apps and your AI agents. [List of available triggers and steps]

Do I need a developer?

No. You build the workflow from steps you choose.

Does the workflow run in the background?

Yes, without anyone staying in front of the screen.

Can I see what happened in each run?

[Available run log]

Try Automation free for 14 days

No credit card. We help you set up and move your data.

Request a call from our sales team