- Chain multiple apps together (Double → Gmail → Sheets → Router → multiple branches)
- Add conditional logic (if/then branches, routing rules)
- Build multi-step sequences with delays, wait conditions, and custom code
- Automate complex processes without manual intervention
- Apps — Calendly, Gmail, Google Sheets, Google Calendar, Salesforce, Zoho CRM, and more
- Logic & Control — Condition (branch based on conditions), Router (route through named branches), Delay (pause for a set time), Wait For (pause until user responds)
- Custom — Code (run custom JavaScript), HTTP Request (call any API)
- Multi-step processes (capture lead → check CRM → send email → log to sheet)
- Complex routing and conditional automation
- Integrating more than one app in a single flow
- Custom business logic and API calls
- Go to Actions → Workflows
- Click Create Workflow
- Start with a trigger (On Chat Start, or other conditions)
- Add steps by connecting apps and tools
- Set up branches and conditions as needed
- Test your workflow and publish when ready
- Workflows run automatically based on triggers you set
- Each workflow can branch into multiple paths
- Multiple tools and apps can be chained in one flow
- Workflow Builder
- Skills vs Workflows — When to use each
Quick Comparison
| Feature | Presentations | Skills | Workflows |
|---|---|---|---|
| Setup | Upload slides, add instructions | Configure one app or native capability | Chain multiple apps with logic |
| Complexity | Single task (present) | Single task (action) | Multi-step sequences |
| Triggers | Visitor intent (what they ask) | Conversation trigger (keywords, intent) | Multiple triggers & conditions |
| Typical use | Demo, pitch, training | Send email, show image, fill form | Multi-app automation, routing |
| Setup time | ~5 minutes | ~5 minutes | ~15-30 minutes |
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