Onboarding sequences, post-payment kickoffs, contract-signed handoffs, the workflows you've been running by memory, written down once and triggered automatically by real events.
Define a workflow's trigger and its actions, save it, and from then on every matching event runs the workflow. Onboarding becomes click-and-done. Contract handoffs become automatic. Your memory stops being the bottleneck.
Workflows fire when a contract is signed, an invoice is paid, a form is submitted, a task is completed, or a client signs in for the first time. There's no time-based scheduling, workflows respond to things that actually happen, which is usually what you want anyway.
Some workflow actions create work for your clients, a form to fill, a contract to sign. They see these in their portal next to everything else you've shared, not in a follow-up email you have to remember to send.
Five today: a task is completed, a form is submitted, a contract is signed, an invoice is paid, or a client signs in for the first time.
Not today, workflows are event-driven. "Every Monday" isn't a trigger you can pick. For cadence-based behavior, look at your built-in notifications (overdue invoices, etc.) which run automatically.
Six actions: create a task, send a chat message, assign a form, assign a contract, assign an embed, or upload files into a folder. Actions can use placeholders pulled from the trigger event.
Each workflow has a Run history tab showing every time it fired, what it did, and whether each action succeeded. Failed runs include the specific error.
Trigger workflows on "invoice paid", onboarding, kickoff, thank-you.
Workflows can drop messages into chats automatically.
React to a contract signing by uploading a kickoff folder.
Tell us about your team, we'll come back with whether Almox fits and which tier makes sense.
