Can I trigger a workflow without waiting for its schedule?

Yes. Run now fires any workflow on demand, and every manual run is recorded in the run history alongside scheduled runs.

How do I know a workflow actually ran and what it did?

The Runs view shows each run's status, duration, who triggered it, and the per-step output, with a workspace-wide history and an audit-log entry for every execution.

Who on my team can see or change a workflow?

Each workflow has a visibility setting, private to you, shared across the team, or shared with specific members or roles, and separate permissions govern who can view, create, edit, delete, and run.

Can a workflow both summarize data and send it somewhere?

Yes. Summary steps (receivables, payments, form submissions) require a delivery step, so you always pair the report with an email or in-app notification.

What timezone do schedules use?

The one you choose. Schedules honour a per-workflow timezone from a list of 20+ common zones, so a 9am monthly run means 9am where you are.

All apps

AutomationLive now

AI WorkflowsRecurring work that runs itself

Build no-code workflows that summarize your data, chase invoices, and message your team on a schedule. Describe it in plain English and let AI draft it.

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Recurring, scheduled jobs
Cross-service summaries and actions
Built-in invoicing step types
Email and notification delivery

Step types

Timezones

Code needed

Everything it does

Explore every feature

Tap a category to see what is inside. Nothing hidden, nothing bloated.

Reporting summaries

Roll up your workspace data for any period and have it delivered where your team will see it.

Receivables summaryOutstanding, overdue, and collected totals for a chosen period, drawn straight from your invoicing data.
Payments receivedTotal collected and payment count for the period, so revenue snapshots arrive without anyone pulling a report.
Form submissions digestNew submissions in a period, for a single form or all forms, delivered as a recurring digest.
Flexible reporting periodsPrevious month, previous quarter, year-to-date, last 7 days, last 30 days, or a custom start and end range.

How it works

Live in a few steps

Name and describe

Give the workflow a name and description, or use Draft with AI to generate the whole thing from a plain-English prompt.

Set the schedule

Choose a frequency (daily through yearly), the exact time, and the timezone; a live human-readable summary confirms exactly when it will run.

Pick the action

Select one task from the Invoicing, Payments, Forms, or Messaging catalog and configure its options (period, template invoice, target form).

Choose delivery and access

Add email recipients or an in-app notification, then set visibility to private, team, or shared, and save or launch.

It runs on its own

The scheduler registers active workflows and fires each on its cron, deduping against in-flight runs; you watch results in the Runs view or run any on demand.

Where it shines

Made for real work

Month-end receivables digest

Every month, email finance an outstanding, overdue, and collected summary for the previous month, plus an in-app notification, with no report to build.

Automated invoice chasing

Run daily reminders to customers with unpaid or overdue invoices and mark past-due invoices overdue, keeping cash flow moving on autopilot.

Subscription-style recurring billing

Clone a template invoice on a monthly or quarterly cadence with a set due date, so recurring customers are billed like clockwork.

Weekly form intake roundup

Send the team a digest of new form submissions every Monday so no lead or request slips through.

For developers

Embed it, or drive it from code

API scopes

service.workflows.workflows.viewservice.workflows.workflows.manageservice.workflows.workflows.runservice.workflows.runs.view

Webhook events

workflows.run.startedworkflows.run.completedworkflows.run.failedworkflows.step.failed

Product guide Developer reference

Questions

Frequently asked

No. You pick a frequency, day, and time from menus; the builder generates the schedule for you and shows a plain-English summary of exactly when it will run.

Better together

Pairs well with

InvoicingAutomate reminders, recurring invoices, and AR summaries.

PaymentsTurn collection data into scheduled revenue snapshots.

FormsDeliver new form entries on a recurring schedule.

One subscription covers every service.

Ship AI Workflows on your site today

Create a free workspace, install AI Workflows, and go live in minutes. 14-day trial on paid plans.

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