Core Business

Automation Studio

A visual, no-code workflow builder for rule-based automations and scheduled report jobs -- automate the repetitive parts of running your business without writing code.

3Features
1Benefits
0Industry Clouds

Problems Solved

  • The same manual steps get repeated every single week.

Benefits

  • Repetitive work runs itself

Features

Visual workflow builderRule-based automationsScheduled report jobs

How It Actually Works

1

Workflow built

A trigger and rule-based conditions are defined visually, then enabled -- no code, no separate deploy step.

2

Checked on schedule

A due-automation sweep checks every enabled workflow and runs the ones that are actually due, respecting each org's real plan quota rather than running unlimited jobs regardless of license.

3

Outcome recorded

Every run writes back its own status -- SUCCESS or FAILED with the real error message -- so a broken automation is visible, not silently failing forever.

Getting Started

  1. 1Enable Automation Studio from the Module Marketplace
  2. 2Build a workflow with its trigger and conditions, then turn it on -- it starts running on its own schedule from that point

Related Knowledge Articles

Works Well With

Need help implementing Automation Studio?

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