Chain AI agents into multi-step workflows that run on schedules, respond to triggers, and handle the repetitive work your team shouldn't be doing. Human-in-the-loop when you need control. Fully automated when you don't.
Be honest — how much of your team's week looks like this?
Copy data from Platform A, reformat it, paste into Platform B
Check for new leads every hour, manually update the CRM
Pull data from three sources, compile a report in a spreadsheet, email it to leadership
Process incoming requests, route them to the right person, follow up if nobody responds
Monitor a system for changes, alert the team when something needs attention
A 25-person company with 5 manual workflows running daily typically burns 15–30 hours per week on work that should be automated. At average fully-loaded cost, that's $40,000–$80,000 per year — just in labor on repetitive tasks. And that doesn't count the errors, the delays, the missed follow-ups, or the opportunities that slip through the cracks.
A workflow is a sequence of steps — performed by AI agents and humans — that runs automatically based on triggers, schedules, or API calls.
TRIGGER
Schedule · Webhook · API · Manual
AGENT 1
Process data
AGENT 2
Transform / analyze
HUMAN
Review / approve
OUTPUT
Slack · CRM · Email · API
| Component | What You Define |
|---|---|
| Trigger | What starts the workflow — a schedule, a webhook, an API call, or manual execution |
| Agent Steps | Which agent handles each step, what inputs it receives, what outputs it produces |
| Human Steps | Where a human needs to review, approve, or modify before the workflow continues |
| Connections | How data flows between steps — what gets passed from Agent 1 to Agent 2 |
| Output / Action | What happens at the end — send to Slack, update CRM, trigger another workflow, generate a file, call an API |
Set workflows to run on a schedule — hourly, daily, weekly, monthly, or custom cron expressions.
• Every Monday at 7am → Generate weekly ops report
• Every hour → Check for new leads across platforms
• First of every month → Compile performance dashboard
• Every day at 6pm → Summarize today's support tickets
Best for: Reporting, monitoring, regular data processing
Workflows fire when an external event happens — a new message, a form submission, a status change.
• New Telegram message → Capture lead → Insert into Salesforce
• New form submission → Score candidate → Notify hiring manager
• Payment received → Generate invoice → Send confirmation
• GitHub push → Run code review → Post results to Slack
Best for: Real-time processing, event-driven operations
Call your workflows programmatically from any external system via the Workflows API.
• Your app calls a workflow when a user takes a specific action
• An external monitoring system triggers an alert workflow
• A cron job calls the workflow with custom data
Start a workflow on-demand with one click. Useful for workflows you don't want automated (yet) or for testing.
• Testing new workflows before automating
• On-demand processes
• Human-initiated multi-step tasks
Best for: Testing, on-demand processes, all plans
Not everything should run without oversight. Human-in-the-loop steps let you add review, approval, or modification points anywhere in a workflow.
Workflow Pauses
Won't proceed until a human acts
Person Notified
Via email, Slack, or in-app
Review Output
See what previous agents produced
Approve or Modify
Then the workflow continues
Most customers follow this pattern:
Human-in-the-loop on everything. Review every agent output.
Remove human steps from workflows where agents consistently perform well.
Most workflows run fully automated. Human steps only where policy or compliance requires it.
Only high-stakes workflows have human checkpoints. The rest run at machine speed.
You set the pace. CEO.ai doesn't force full automation. You decide what gets human review and what runs on its own — and you can change it anytime.
Trigger workflows from external events. Send outputs to any platform. Connect the systems that were never designed to talk to each other.
| Platform | Trigger From | Send To | Use Cases |
|---|---|---|---|
| Salesforce | ✓ | ✓ | Lead capture, contact updates, opportunity tracking, reports |
| Slack | ✓ | ✓ | Message triggers, notifications, report distribution, alerts |
| Telegram | ✓ | ✓ | Lead capture, customer communication, bot responses |
| ✓ | ✓ | Customer messaging, lead capture, automated responses | |
| GitHub | ✓ | ✓ | Code commits, PR triggers, automated reviews, deployments |
| AWS Services | ✓ | ✓ | Lambda triggers, S3 events, DynamoDB updates, SQS messages |
| Email (SMTP) | ✓ | ✓ | Incoming email processing, notifications, report delivery |
| Webhooks (generic) | ✓ | ✓ | Connect to any platform that supports webhooks |
Need to connect to a platform not on the list? If it has an API, we can connect it. Tell us during your setup or monthly check-in.
• HubSpot, Pipedrive, Zoho (CRM alternatives)
• Stripe, QuickBooks, Xero (financial)
• Jira, Asana, Monday.com (project management)
• Intercom, Zendesk (customer support)
• Custom internal APIs and databases
For organizations with proprietary systems, internal databases, custom APIs, or non-standard platforms:
• Direct database connections
• Legacy system API integration
• Custom authentication & security protocols
• VPN / private network access configurations
Battle-tested workflow templates for common business operations. Clone, customize, go live.
📥 Trigger: New message from Telegram/WhatsApp/Slack
🤖 Step 1: Data extraction agent — pulls name, company, email, interest
🤖 Step 2: Data validation agent — checks completeness, formats for CRM
📤 Output: Structured lead record inserted into Salesforce
⏰ Trigger: Weekly schedule or manual
🤖 Step 1: Topic research agent — identifies trending topics
🤖 Step 2: Content writer agent — drafts blog post
🤖 Step 3: Editor agent — reviews for quality & brand consistency
📤 Output: Draft posted to CMS or sent to team
⏰ Trigger: Daily at 7am
🤖 Step 1: Data collector agent — pulls key metrics
🤖 Step 2: Analysis agent — compares benchmarks, flags anomalies
🤖 Step 3: Report writer agent — generates formatted summary
📤 Output: Posted to Slack and/or emailed to leadership
🔗 Trigger: Webhook from form submission or email
🤖 Step 1: Classification agent — categorizes request type
🤖 Step 2: Priority agent — assesses urgency
📤 Output: Routed to appropriate person/channel with summary
🔗 Trigger: New customer record in CRM
🤖 Step 1: Welcome agent — generates personalized welcome email
🤖 Step 2: Account setup agent — creates accounts in systems
👤 Step 3: Account manager reviews and approves
🤖 Step 4: Follow-up agent — schedules check-in reminders
📤 Output: Welcome sent, systems configured, sequence active
🔗 Trigger: New support ticket submitted
🤖 Step 1: Triage agent — categorizes, checks knowledge base
🤖 Step 2: Response agent — drafts response
👤 Step 3: Support team reviews and sends
🤖 Step 4: Logging agent — updates ticket, enriches KB
📤 Output: Response sent, ticket updated, KB enriched
⏰ Trigger: Every Monday at 7am
🤖 Step 1: Data aggregation agent — pulls from CRM, PM, finance, support
🤖 Step 2: Analysis agent — calculates KPIs, identifies trends
🤖 Step 3: Report writer — executive summary + detailed breakdown
🤖 Step 4: Visualization agent — creates charts for key metrics
📤 Output: Report to Slack, email, and archive
🔗 Trigger: New invoice received (email or upload)
🤖 Step 1: Extraction agent — pulls vendor, amount, line items
🤖 Step 2: Validation agent — cross-references POs, flags discrepancies
👤 Step 3: Finance team approves or flags
🤖 Step 4: Accounting agent — enters into accounting system
📤 Output: Invoice processed, recorded, ready for payment
⏰ Trigger: Daily at 6am
🤖 Step 1: Research agent — monitors competitor websites, social, press, reviews
🤖 Step 2: Analysis agent — identifies changes, new features, pricing updates
🤖 Step 3: Summary agent — generates actionable intelligence brief
📤 Output: Daily competitive intel posted to dedicated Slack channel
For complex operations that require multiple stages, conditional logic, nested workflows, and advanced orchestration:
Multi-Tiered Architecture:
┌──────────────────────────────────────────────────────────┐
│ TIER 1: INTAKE & CLASSIFICATION │
│ Trigger → Agent (classify) → Agent (prioritize) → Route │
└────────────────────────┬─────────────────────────────────┘
│
┌────────────┼────────────┐
▼ ▼ ▼
┌───────────────┐ ┌────────────┐ ┌───────────────┐
│ TIER 2A: SALES│ │TIER 2B: OPS│ │TIER 2C: SUPPORT│
│ Agent → Human │ │Agent → Agent│ │ Agent → Human │
│ → Agent → CRM │ │ → Output │ │ → Agent → Ticket│
└───────────────┘ └────────────┘ └───────────────┘
│ │ │
└────────────┼────────────┘
▼
┌──────────────────────────────────────────────────────────┐
│ TIER 3: AGGREGATION & REPORTING │
│ Collect → Agent (analyze) → Agent (report) → Distribute │
└──────────────────────────────────────────────────────────┘
The before:
A 15-person e-commerce company processes 200+ orders/day. Each requires inventory verification, shipping label generation, customer confirmation, and warehouse notification. Two full-time employees spend their entire day on order processing.
The after:
200+ orders processed automatically. Two employees reassigned to customer experience and growth. Processing errors reduced by 90%.
The before:
A 12-person marketing agency spends Friday afternoons manually compiling weekly reports for 15 clients. 15 reports × 45 minutes each = a full day of work for 2–3 people.
The after:
15 client reports generated and ready for review by 2:30pm. Account managers spend 5 minutes reviewing each instead of 45 minutes building each. Friday afternoons freed up for strategic work.
The before:
A 40-person company receives 50–100 applications per open role. HR manually reviews each resume, categorizes candidates, sends acknowledgment emails, schedules screens, and tracks everything in a spreadsheet.
The after:
Initial screening happens in real-time. High-quality candidates get scheduling links within minutes of applying. HR focuses on interviewing and culture fit — not resume sorting.
| Capability | Startup $297/mo |
SMB $1,499/mo |
Enterprise $5,500+/mo |
|---|---|---|---|
| Standard Workflow Templates | ✓ | ✓ | ✓ |
| Custom agent steps in workflows | ✓ | ✓ | ✓ |
| Manual triggers | ✓ | ✓ | ✓ |
| Time-based triggers (schedules) | — | ✓ | ✓ |
| Webhook-based triggers | — | ✓ | ✓ |
| Workflows API | — | ✓ | ✓ |
| Human-in-the-loop steps | — | ✓ | ✓ |
| SMB Workflow Templates | — | ✓ | ✓ |
| Custom workflows (our team builds) | — | ✓ | ✓ |
| Custom integrations | — | ✓ | ✓ |
| Custom multi-tiered workflows | — | — | ✓ |
| Conditional routing & parallel execution | — | — | ✓ |
| Nested workflows | — | — | ✓ |
| Internal system integrations | — | — | ✓ |
| Setup & Support | |||
| Guided workflow setup | 1 workflow | Up to 4 use cases | White-glove, unlimited |
| Ongoing workflow optimization | — | Monthly check-ins | Continuous review |
Think about one thing your team does every single week that's repetitive, predictable, and time-consuming. That's your first workflow.
On your setup call, we'll identify your highest-ROI workflow opportunities and build the first one together. Most customers have their first workflow running within the first week.
Every plan includes guided workflow setup. On SMB and above, we build custom workflows for you and optimize them monthly.