Automation & AI
Workflow triggers, AI actions, routing rules, execution traces, and governance.
Automation and AI workflows help teams reduce repeated work while keeping business rules visible and governable.
Workflow concepts
- Triggers start an automation from an event or schedule.
- Conditions narrow when actions should run.
- Actions update records, notify users, or call external systems.
- AI actions should be reviewed for scope, cost, and fallback behavior.
Troubleshooting
When an automation does not behave as expected, review the trigger event, latest execution trace, condition output, action result, and any retry history.