Workflow Automation

Let Your Work Work for You

Build automated workflows that connect every part of your organization. Eliminate manual handoffs, reduce errors, and free your team to focus on what matters.

Beyond Simple Automation

Most automation tools work in isolation. WaymakerOS Automations connect every tool in your workspace, creating workflows that understand your entire business context.

Zero
Code Required
12+
Connected Tools
Instant
Trigger Response

Powerful Automation Tools

Build sophisticated workflows without writing a single line of code.

Visual Workflow Builder

Design complex automations with an intuitive drag-and-drop interface. No coding required.

Instant Triggers

React to events across WaymakerOS instantly. When something happens, your automation responds.

Delays and Digests

Wait before the next step, or roll activity into a daily summary email instead of a message per event.

Smart Notifications

Alert the right people at the right time: a notification, a post to a Commander channel, or an email.

Conditional Logic

Build intelligent workflows with if-then conditions, filters, and branching paths.

Cross-Tool Actions

Connect actions across Taskboards, Tables, Documents, Journeys and MyVault in a single workflow.

Automation That Thinks Like You Do

See how teams use Automations to streamline their most complex processes.

Client Onboarding

When a new client submits your intake form, create their tasks, assign the team, enroll them in a welcome journey and send the first email.

Approval Workflows

Pause a workflow for an approval before it continues. When a task is assigned, notify the owner and post to the team channel.

Lead Capture

When a webhook delivers a new lead, add a row to your Table, tag the contact and create a follow-up task.

Content Pipeline

When a task moves to Review, assign an editor, notify them, and post the update to the team channel.

Stop Doing, Start Automating

Every manual process is an automation waiting to happen. Join teams who've reclaimed thousands of hours with WaymakerOS.