Workflows
Automate your business processes and connect your systems with visual workflow builder
Workflows
Turn repetitive tasks into automated processes. Connect your apps, transform data, and streamline operations with Axellero's visual workflow builder—no coding required.
New to workflow automation? Start with our Getting Started guide to build your first automated process in minutes.
How It Works
Workflows follow a simple pattern: trigger → actions → results
- Trigger: Something happens (new data, schedule, manual start, or API call)
- Actions: Process data, call systems, make decisions, send notifications
- Results: Tasks completed automatically, teams notified, data synchronized
Think of workflows as digital assistants that handle your routine work 24/7.
What You Can Build
| Department | Use Case | Workflow Example |
|---|---|---|
| Sales & Marketing | Lead qualification | New form submission → score lead → notify sales team → add to CRM |
| Follow-up automation | Deal closed → send welcome email → create onboarding tasks → schedule check-in | |
| Campaign management | Weekly schedule → pull performance data → generate report → email to team | |
| HR & Operations | Employee onboarding | New hire → create accounts → assign equipment → send welcome package → schedule training |
| Expense approval | Receipt submitted → manager notified → approved → accounting updated → reimbursement processed | |
| Inventory management | Stock low → supplier notified → order placed → delivery tracked → inventory updated | |
| Customer Service | Support ticket routing | Issue submitted → category detected → assigned to specialist → customer notified → SLA tracking started |
| Customer feedback loop | Survey completed → score calculated → follow-up scheduled → insights aggregated → team briefed | |
| AI-Powered | Smart document processing | File uploaded → AI extracts data → validates information → updates systems → sends confirmation |
| Intelligent routing | Customer inquiry → AI analyzes intent → routes to appropriate Agentflow → escalates to human if needed |
Workflow Types
Workflows
Perfect for business process automation
Connect systems, transform data, and automate operational tasks.
Agentflows
Built for conversational AI experiences
Create intelligent chat experiences that understand context.
Workflows
Perfect for business process automation
Connect systems, transform data, and automate operational tasks. Use Workflows when you need to:
- Move data between applications
- Automate approval processes
- Generate and distribute reports
- Sync information across platforms
- Handle routine administrative tasks
Example: Customer places order → payment processed → inventory updated → shipping label created → tracking sent to customer
Agentflows
Built for conversational AI experiences
Create intelligent chat experiences that understand context and handle complex interactions. Use Agentflows when you need to:
- Build AI assistants and chatbots
- Handle customer service conversations
- Create interactive support experiences
- Provide personalized recommendations
- Guide users through complex processes
Example: Customer asks "What's my order status?" → AI agent identifies customer → looks up recent orders → provides detailed status and tracking
Using Workflows with Agentflows
Combine AI conversation with business automation for powerful end-to-end experiences
- Information gathering + action: Agentflow collects customer details → triggers Workflow to update CRM and send personalized follow-up
- Intelligent escalation: Support Agentflow qualifies complex issue → Workflow creates priority ticket and notifies specialist team
- Recommendation + fulfillment: Shopping Agentflow suggests products → triggers Workflow to check inventory and send targeted promotions
Real-world scenario: Customer chats with support → Agentflow diagnoses technical issue → identifies need for replacement → triggers Workflow to check warranty, create return label, and schedule new device delivery
Key Features
Getting Started
Ready to automate your first process? Follow these steps to get started:
1. Identify
Find a repetitive task in your daily work that could benefit from automation
2. Map
Document the steps from trigger to completion
3. Build
Use our visual designer to create your workflow
4. Test
Validate with sample data before going live
5. Deploy
Launch and monitor your automated process
For detailed step-by-step instructions on building workflows, see our Build section documentation.