Connections
Website, inbox, calendar, CRM or documents—only after access and compatibility checks.
Run an automation, inspect lead routing, process a document and explore the decisions behind each step.
Choose a sample business request and watch the checks, record update and human approval. Trigger a failure to see the recovery path.
Interactive simulation · your connected systems and customer records are untouched.
Select Run workflow to see each action and its result.
The execution log appears here after you run a workflow.
Paste a fictional enquiry. The sample rules detect useful signals, show what is missing and route it to a named team role. You can see why a decision was made.
Rule-based demonstration with sample criteria. It does not judge a real prospect, send a message or create a CRM record. Use fictional details only.
Try a sample invoice or service request, edit it or open a small text-based PDF, TXT or CSV. Compare local rule extraction with a live model when available.
Files are read in your browser and never uploaded. Selecting Live AI sends only the extracted text to the model provider. Use fictional data. Scanned PDFs and handwriting need OCR, which this preview does not include.
See a suggested trigger, information needs, system action, human approval and starting pilot. It is a practical first sketch that can be refined with your team.
Do not include private customer or patient information. This assessment uses guided rules; live AI is available when configured. No assessment is saved.
Website, inbox, calendar, CRM or documents—only after access and compatibility checks.
Each trigger, rule, update, error and owner should be visible to the team.
A person retains decisions involving judgement, exceptions and sensitive actions.
Failed actions keep their context so staff can retry or resolve them safely.
Bring one example, the tools it passes through and the point where someone must decide.