Use cases

Built for the work that spans systems

Wherever documents, approvals, and CRMs meet, Workflow removes the manual glue.

Revenue & Sales

Turn inbound docs into CRM records

Parse contracts and order forms, extract key fields with AI, and create or update deals automatically.

Operations

Automate document routing

Classify incoming files, request approvals in chat, and file them in the right place — no manual triage.

IT & Platform

Glue systems together safely

Replace brittle scripts with durable, observable workflows that any team can read and own.

Customer Success

Summarize and act on tickets

Draft replies, detect churn signals, and sync resolutions back to the CRM in seconds.

Ready to automate the busywork?

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