Automate customer data from start to finish with workflows
From email, forms, calls, texts and chat, workflows take customer data through sorting, assignment and follow-up, with outside systems and AI.
Triggers
Start a workflow when a record is created or updated, a file is attached, an email arrives or a webhook fires.
Recurring schedules
Run every day, week or month at a set time. Hand off weekly roll-ups and routine checks.
AI file analysis
Read attached PDFs, images and spreadsheets, pull out the values you need and fill in the record.
AI document generation
Turn your own template files into quotes and reports as PDF, Excel or Word.
AI prompts
Summarize and classify emails and notes, and get the results back as the fields you defined.
Tasks and notes
Leave the results on the customer record as tasks and notes.
Round-robin assignment
Assign new deals and leads to teammates in turn.
Conditions and waits
Branch on conditions, and wait for a set time or until a set moment before moving on.
Reminders and Slack alerts
Remind owners before renewal and due dates, and post updates to a Slack channel.
Sequence link
Enroll matching customers in a follow-up email sequence, and end the sequence when things change.
Workflow AI
Describe what you want and it lays out the trigger and blocks as a draft. A person publishes it.
Run history
Every run keeps each block’s input and output, so you can find the step that failed.
Get started today
From managing customer data to automating your work, start it all with Trackit.