AI writing, search, and task assistance inside a connected workspace and knowledge base.
Full evaluationGlossary · Updated Sep 2, 2026
Workflow automation
Connecting apps and steps so tasks run automatically on triggers, increasingly with AI steps that read, decide, and write.
Definition
Automation platforms link triggers such as a new form submission to actions such as updating a CRM, with logic, scheduling, and error handling in between. AI steps add classification, extraction, summarisation, and generation, and agent nodes can choose actions dynamically. Pricing is often per task or operation.
Why it matters when choosing a tool
Automation multiplies the value of AI by putting it inside processes rather than in a separate chat window.
Where you will meet it
AI Automation & Workflows, AI Marketing & Sales, AI Customer Support
Related terms
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