Changelog

Workflow Mode is a new Automations mode that creates a Workflow record each time an Automation runs, letting you define and analyze outputs and outcomes based on how each step is executed.

A few highlights:

• Follow the progress of a sequence and see exactly what stage it has reached

• View the context and outputs of each run from the Workflow record, including objectives, conversations, prompts, and email content

• Analyze reply, open, and click rates per Automation run, alongside per-email data

• Executions are trackable in Data Explorer and dashboards

The AI Low-Adoption Outreach template matches a company’s under-used features against its stated objectives.

Use it to:

• Identify gaps to address

• Send a personalised outreach email built on that match

• Attach the relevant enablement materials for those features

The AI Shared Inbox template uses AI to triage inbound customer inquiries and route them by topic.

What this does:

• Assigns an owner round robin

• Drafts a reply, or creates a task with a handover brief, depending on the topic

Email steps in Automations can be restricted to defined send windows, so emails leave only within the hours or days you set.

Use it to:

• Restrict sending to business days

• Define specific hours within the day for outreach

• Keep sequences running continuously while controlling exactly when emails land