Workflow automation that runs the busywork for you
Build workflows on a visual canvas: pick a trigger, add filters, If/Else branches and waits, then send emails, create tasks, post to Slack or Discord, request signatures and more. Start from 92 prebuilt templates and test on a real record before anything goes live.
- Visual drag-and-drop builder
- 92 prebuilt templates
- Safe test runs with a step trace
What is workflow automation in BusinessHRM?
Workflow automation is a set of rules that does routine work for you when something happens, such as a new contact, a won deal or an approved leave request. In BusinessHRM you build those rules on a visual canvas with triggers, conditions, waits and actions, and they run on the same records your team already uses for HR, projects, CRM and finance.
What BusinessHRM does about it
BusinessHRM automation lives inside the workspace, so a trigger on a contact, deal, task, invoice, leave request, payslip or employee can act on any other part of the business without a connector in between. You draw the flow on a canvas, branch it with If/Else, pause it with waits, and test it against a real record with a full step trace before switching it on. Every run is logged, so you can see what happened and why.
Why teams go looking for automation
- 01The same follow-ups get typed every dayWelcome emails, reminders, hand-off tasks and status updates are written by hand, so they arrive late or not at all when someone is busy.
- 02Hand-offs between teams fall through the gapsSales wins a deal, but delivery hears about it a week later. HR approves a hire, but nobody tells IT. Every gap is a person waiting on a message.
- 03Outside automation tools need glue and upkeepConnecting separate apps through a third-party automation service means more logins, more monthly fees and broken zaps whenever a field changes.
How automation works
From idea to running workflow in four steps
Start from a template or a blank canvas. Either way it stays a draft until you switch it on.
- 1
27 record types
Choose what starts it
Pick a trigger such as a contact created, a deal moved to a stage, a leave request approved or an invoice overdue, or run it on a schedule or a date.
- 2
Up to 10 branches
Add conditions and waits
Filter the trigger, split the flow with If/Else, jump with Go To, and wait for a delay or until a condition is true.
- 3
About 47 actions
Add the actions
Send an email or notification, create a task, project or invoice, post to Slack or Discord, call a webhook, generate a letter, request a signature or run an AI step.
- 4
No side effects
Test, then switch it on
Run a test on a real record, read the step trace, then publish. Runs, enrollments and versions are kept for every workflow.
Inside the automation builder
Real screens from a demo workspace: the workflow list, the canvas, the template library and the webhook guide.
Every workflow in one list
See each automation with its trigger, status, last run and when it was changed. Duplicate, pause or open the logs from the same row.
A canvas you can read at a glance
Triggers, conditions and actions are cards joined by lines. If, Else If and Else are labelled, so the logic is clear to the next person who opens it.
Start from 92 templates
Browse templates by industry, preview the flow, and import it as a draft. Nothing runs until you have checked it and switched it on.
Light or dark, same builder
The builder follows your theme, so long editing sessions are easy on the eyes.
Webhooks for everything else
Send about 99 events to your own systems with a signing secret, a delivery log and one-click resend, or straight to Discord and Slack in their own message format.
Import a template and test it today
Create a free workspace, import a prebuilt workflow as a draft and run a test on a record. You will see every step before anything is sent.
What you get with Automation
Included on every plan, including the free Starter plan for unlimited users.
Triggers across the whole business
Start flows from contacts, deals, projects, tasks, invoices, estimates, proposals, tickets, attendance, leave, expenses, employees, payroll runs, payslips, policies, signatures, appointments, reviews and more, or on a schedule.
If/Else, Go To and waits
Branch on any field with up to 10 conditions per decision, loop back with Go To, and wait for a set time or until something changes.
Actions that do real work
Create and update records, send email and in-app notifications, post a chat message, generate letters, request signatures and raise tickets.
Slack, Discord and webhooks
Post to a Slack or Discord channel in their native format, or call any webhook URL with the record data.
An AI step when you want one
Summarise, classify or draft text inside a workflow with an AI step, and use its output in later actions.
Logs, enrollments and retries
Every run is recorded with its steps. See who is enrolled, retry a failed run, and restore an earlier version if a change goes wrong.
What changes once it is running
- Hours back every weekReminders, hand-offs and status updates go out on time without anyone remembering to send them.
- Cleaner hand-offs between teamsA won deal can start the project, a new hire can trigger onboarding tasks, and the right people hear about it at once.
- Change with confidenceTest runs, logs and version history mean you can see exactly what a workflow will do before and after it runs.
Who it is for
- Operations leadsPeople who own the process and want it to run the same way every time.
- HR teamsOnboarding steps, leave alerts, policy reminders and document requests that start themselves.
- Sales and account teamsFollow-up sequences, stage alerts and kick-off tasks when a deal is won.
- AgenciesClient welcome flows, overdue invoice chasers and project hand-offs without a separate tool.
Ask AI to help you think through a workflow
The in-app assistant answers questions about your data and is read-only. Inside a workflow, the AI step can draft or classify text as part of a run.
- In-app AI chat
"Which of my automations ran yesterday, and did any fail?"
- In-app AI chat
"How many deals moved to Proposal Sent this month?"
- Claude, ChatGPT or Cursor via MCP
"Create a task for Sara to review the new-hire onboarding workflow, due Friday."
Example prompts. The in-app chat answers questions and does not change records. Creating and updating records with AI happens through the MCP server, with the permissions of the person who connected it.
Software this replaces
Get automation without paying for a separate tool, and keep the rest of your business attached.
See all comparisons- ZapierFor workflows inside your workspace, there is no connector to maintain: triggers and actions already share one database. Zapier still fits for apps BusinessHRM does not talk to.
- MakeThe same visual, branching style of flow for work that happens in BusinessHRM, with test runs and logs built in.
- Manual remindersCalendar nudges and sticky notes turned into rules that run on their own.
Automation questions, answered
What can trigger a workflow?
Changes to 27 record types, including contacts, deals, projects, tasks, invoices, estimates, proposals, tickets, attendance, leave, expenses, employees, payroll runs, payslips, policies, signatures, appointments and performance reviews. Workflows can also run on a schedule or relative to a date.
Can I test a workflow before it goes live?
Yes. A test run uses a real record you pick, evaluates the trigger filter and every condition, and shows each action with its values filled in. It does not send, create or change anything.
Does it work with Slack and Discord?
Yes. Workflows can post to Slack or Discord in their native message format, and webhooks can send about 99 event types to any URL with a signing secret and a delivery log.
How many workflows do I get on each plan?
Starter includes 5 workflows with 100 runs a month. Growth has unlimited workflows with 1,000 runs a month, and Scale has unlimited workflows and unlimited runs.
Are there ready-made workflows?
Yes. There are 92 prebuilt templates, such as welcoming a new contact, starting a project when a deal is won, chasing an overdue invoice and onboarding a new employee. They import as drafts so you can adjust them first.
Can a workflow use AI?
Yes. An AI step can draft, summarise or classify text inside a run, and later steps can use its output. The in-app AI chat itself stays read-only.
Let the routine work run itself
Start free, pick a template or draw your own flow, and switch it on when the test looks right.
Free forever for unlimited users. No credit card required.