Automate your startup’s growth engine

As a founder, you're being pulled in a million directions. Let take critical tasks off your plate, so you can focus on leading your company to success. enables you to streamline operations, accelerate revenue growth, and deliver incredible customer experiences—all powered by intelligent automation. app app screenshot

4.9 on G2 and trusted by successful teams

Logo for company: Lumos
Logo for company: Motion
Logo for company: Ramp
Logo for company: Skyflow
Logo for company: Tavus
Logo for company: Warp

Streamline processes and boost efficiency

Streamline your startup's operations and boost efficiency across every team with Automatically provision SaaS accounts and create HR records when new employees join. Generate and send investor updates with the latest KPIs. Process invoices and sync payment data. Build smooth automation to save time and reduce busy work.

  • Automatically provision SaaS accounts for new employees
  • Generate and send investor update emails with the latest KPIs
  • Sync invoice and payment data between accounting and billing systems

Explore playbooks


Accelerate revenue and shorten your sales cycle

Drive predictable revenue growth and shorten your sales cycle with Automatically sync new lead data from your website to your CRM and assign to SDRs. Notify your team when a high-value deal advances. Personalize outreach at scale. Empower your sales and marketing teams to grow revenue faster.

  • Sync new leads from website forms/chat to your CRM
  • Alert your team in Slack when a high-value deal moves to a new stage
  • Trigger personalized marketing and sales outreach sequences

Explore playbooks


Deliver incredible experiences that drive retention

Delight your customers and drive retention with proactive, personalized experiences powered by Automatically trigger onboarding sequences when a new customer signs up. Monitor product usage and customer health. Identify and surface upsell/cross-sell opportunities. Keep your customers engaged and growing with you.

  • Trigger personalized onboarding sequences for new signups
  • Monitor product usage and alert CSMs if engagement drops
  • Identify upsell/cross-sell opportunities based on customer behavior

Explore playbooks


Automate investor relations and secure funding faster

Streamline your fundraising process and secure funding faster with Automatically track investor communications and touchpoints. Generate and send investor updates with the latest KPIs and milestones. Identify and prioritize high-value investor targets. Stay on top of your fundraising pipeline and close rounds more efficiently.

  • Track investor communications and interactions automatically
  • Generate and send investor update emails with real-time KPIs
  • Prioritize high-value investor targets based on criteria

Explore playbooks


Enhance your product development life cycle

Supercharge your product development lifecycle from ideation to launch and beyond with Automatically triage and prioritize feature requests and bug reports. Sync product roadmaps and updates across tools. Trigger user feedback surveys based on in-app behavior. Build the products your users need, faster.

  • Triage and prioritize feature requests and bug reports
  • Sync product roadmaps and updates between tools
  • Trigger user feedback surveys based on product usage

Explore playbooks


Uplevel your employee experience

Deliver an incredible employee experience and keep your team engaged with Automate employee onboarding and offboarding. Collect and analyze employee feedback. Track key HR metrics and generate reports. Build the culture and processes to help your people thrive.

  • Automate employee onboarding and offboarding tasks
  • Collect employee feedback via pulse surveys and 1:1 tools
  • Generate key people metrics and analytics reports

Explore playbooks

Author picture (Callum Woznow) Slate

“I like the clean UI—it is less cluttered than Zapier and I feel it would have been easier to learn on if it was my first time using this type of product.”

Callum Woznow
Co-Founder, Slate

Automation enhanced by your expertise

Request approvals

Add a human checkpoint to any process with approval steps. Request approval from a teammate or group over Slack or email, and your workflow will pause until they give the go-ahead to continue. Easily include all the relevant data the assignee needs to make a decision.

Request approvals

Make decisions

Not every path can be decided on by a set of rules and conditions. When you need a teammate to make an intentional decision about which steps to follow in a given run, request a manual path selection over Slack or email.

Make decisions

Gather information

When you need information from a teammate to use in automations, request their input using a get data step. Include all the relevant data needed for them to fill out the form. Collect text responses, numbers, names, and more. You’ll be able to use their responses in subsequent automations.

Gather information

Assign tasks

When a critical part of your workflow includes a step you can’t automate, you need a manual task. Assign tasks to anyone in your workspace and wait until they mark it as complete to continue the run. Include rich instructions, customizable reminders, and a deadline when you need one.

Assign tasks

Frequently asked questions

  • What is is a modern, crafted automation platform. Build workflows that connect and automate actions across all the apps you already use. has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows.

  • What is a workflow?

    A workflow is a series of automated steps you can run over and over. Use workflows to streamline and automate the repetitive work you do across multiple apps. Every workflow starts with a trigger and is followed by one or more automations. Every time your trigger is activated, a new run of the workflow is started.

  • How does's pricing work? has generous plans for teams of every size, starting with a Free plan for 1–2 teammates running 100 automations per month. See our pricing plans at

  • How many integrations does support? currently has integrations with nearly 100 third-party apps (see them here). We pride ourselves on designing deep, robust integrations with the top tools used by modern teams. We are constantly adding new integrations, so if there’s another app your team needs, just request it at

  • How do I get support?

    The team prides itself on outstanding customer support and speedy response times. We strive to reply to our customers within 24 hours if not sooner and resolve minor issues within 48 hours. Reach out to us at and we’ll get back to you promptly.

What will you automate?

Sign up and get started with your first workflow today.
Background imageBackground image