How do automations and workflows work in Fuzen?

Automations (also called workflows) let your app perform actions automatically when something happens — without anyone having to click a button.

How they work:

• Trigger — Something happens in your app that starts the workflow. Examples: a new record is created, a field value changes, a form is submitted, or a scheduled time arrives.
• Conditions (optional) — Rules that must be true for the workflow to continue. Example: “Only run if the lead stage is Qualified.”
• Actions — What the workflow does. Examples: send an email, update a record, create a new record, send a WhatsApp message, call an external API.

To create a workflow:

1. Tell the AI what you want to automate. For example: “When a new customer signs up, send them a welcome email and create a task for the sales team.”
2. The AI will build the workflow for you.
3. You can view, edit, or disable workflows from the Automations section of your app.

If a workflow is not triggering as expected, check that: (1) the trigger conditions are correctly set, (2) the workflow is enabled, and (3) any required connected accounts (e.g. email) are properly set up.