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Workflows and Automation
Workflows and Automation
Automate marketing and CRM actions on triggers.
Workflows overview
What workflows do and how to start one.
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Building a workflow with AI
Describe an automation in plain language and let Payani draft it.
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Triggers and actions
The triggers that start a workflow and the actions it can take.
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Testing a workflow
Preview what a workflow would do before it goes live.
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