---
title: "Workflows: AI-powered automations"
description: "Automate follow-ups, assignments, and alerts with workflows that react to your CRM data."
canonical: "https://www.getfrontline.ai/en/workflows"
language: "en"
image: "https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/0ec72fa8-frontline-social-sharing-preview.webp"
---
[AI CRMA CRM that builds itself and remembers everything.](https://www.getfrontline.ai/en/ai-crm)[MaxA personal AI agent for every team member.](https://www.getfrontline.ai/en/max)[AI AgentsScale your team with an AI workforce.](https://www.getfrontline.ai/en/ai-agents)[WorkflowsAutomate processes end to end.](https://www.getfrontline.ai/en/workflows)[IntegrationsConnects with the tools you already use.](https://www.getfrontline.ai/en/integrations)

[Guide50 Claude CRM SkillsYour playbook to building the perfect CRM for your business using Claude.Get the guideFrontline50 Claude CRM Skills](https://tally.so/r/Pd4kWb)

[Customer storiesCase studies and success stories.](https://www.getfrontline.ai/en/customer-stories)[BlogLatest insights and product updates.](https://www.getfrontline.ai/en/blog)[AcademyEssential Frontline features explained.](https://www.getfrontline.ai/en/academy)[Help CenterLearn more about Frontline's features.](https://help.getfrontline.ai/en/)[Developer DocsStart building with the Frontline API.](https://frontline-public-api.redocly.app/reference/openapi)[Trust CenterSecurity, compliance, and data privacy.](https://trust.getfrontline.ai/)

By Industry

[Tech](https://www.getfrontline.ai/en/solutions/technology)[Financial Services](https://www.getfrontline.ai/en/solutions/financial-services)[Insurance](https://www.getfrontline.ai/en/solutions/insurance)[Retail](https://www.getfrontline.ai/en/solutions/retail)[Automotive](https://www.getfrontline.ai/en/solutions/automotive)[Education](https://www.getfrontline.ai/en/solutions/education)[Healthcare](https://www.getfrontline.ai/en/solutions/healthcare)[Real Estate](https://www.getfrontline.ai/en/solutions/real-estate)[Telecom](https://www.getfrontline.ai/en/solutions/telecommunications)[Professional Services](https://www.getfrontline.ai/en/solutions/professional-services)[Venture Capital](https://www.getfrontline.ai/en/solutions/venture-capital)

By Use Case

[Sales](https://www.getfrontline.ai/en/solutions/sales)[Support](https://www.getfrontline.ai/en/solutions/support)[Billing & Collections](https://www.getfrontline.ai/en/solutions/billing-and-collections)[Recruiting](https://www.getfrontline.ai/en/recruiting)

# Automate any process with AI

Connect any application, data source, or AI model. Build and manage automations and AI agents visually or with a prompt.

[Start with Google](https://app.getfrontline.ai/)[Start with Microsoft](https://app.getfrontline.ai/)

Replaces:n8nMake![Zapier](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/ff1c8522-slurp-zapier-logo-dwegnxw8.webp)

Event Trigger

Tally

![Tally](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/22c8d41d-tally-form-logo.png)Form completed

Data Action

Action

Create lead

Research & score

Model

claude-sonnet-4.5

Please add a path

No match

Default path

TRUSTED BY

![500](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/5d3306d7-slurp-500-logo-qxh8bvow.webp)![Facephi](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/79f21d6f-slurp-facephi-logo-dxodbuvy.png)![Antarka](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/c8b424cd-slurp-antarka-logo-bki2fhmn.webp)![Latitud](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/fe55762f-slurp-latitud-logo-cd-wkhe1.webp)![Marco](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/27028dde-slurp-marco-logo-diu2hf7t.webp)![500](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/5d3306d7-slurp-500-logo-qxh8bvow.webp)![Facephi](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/79f21d6f-slurp-facephi-logo-dxodbuvy.png)![Antarka](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/c8b424cd-slurp-antarka-logo-bki2fhmn.webp)![Latitud](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/fe55762f-slurp-latitud-logo-cd-wkhe1.webp)![Marco](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/27028dde-slurp-marco-logo-diu2hf7t.webp)

![500](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/5d3306d7-slurp-500-logo-qxh8bvow.webp)![Facephi](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/79f21d6f-slurp-facephi-logo-dxodbuvy.png)![Antarka](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/c8b424cd-slurp-antarka-logo-bki2fhmn.webp)![Latitud](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/fe55762f-slurp-latitud-logo-cd-wkhe1.webp)![Marco](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/27028dde-slurp-marco-logo-diu2hf7t.webp)

AI Workflows

## From prompt to workflow in seconds

Describe the process in natural language and Frontline creates the right automation for your business.

Claude Opus 4.8

Build

Workflow capabilities

## Everything you need to automate any operation

\[01\]

Gemini 3.5 Flash

Maximum intelligence for complex tasks • 10 credits

GPT 5.5

Advanced model for agentic workflows • 5 credits

Fast and efficient for high-volume tasks • 3 credits

DeepSeek V4

Powerful performance at the lowest cost • 1 credits

### Every AI model

Choose the best model for each step and optimize intelligence, speed, and cost within the same workflow.

\[02\]

Event trigger•••

Webhook

Incoming webhook

When this happens

Frontline

Conversation ended

![Google Drive](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/ee846b95-google-drive-logo.png)Event trigger•••

Google Drive

New file in Contracts folder

### Triggers for any event

Start workflows from events in your apps, Frontline events, incoming webhooks, or scheduled dates.

\[03\]

AI

•••

AI Agent

Transcribe

Analyze File

Conditional Routing

Data Transformer

Programmatic

API Call

Loop

CRM Data Actions

### Nodes for any logic

Combine AI Agent, Analyze File, and Conditional Routing with API Call, Webhook, Loop, and CRM actions.

\[04\]

![Gmail](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/c2a46ed6-slurp-gmail-logo-fum4c6y.webp)

![WhatsApp](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/61a40f38-slurp-whatsapp-logo-bicho2be.webp)

![Slack](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/b79674a0-slurp-slack-logo-cyb9nr6q.webp)

![Salesforce](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/ec2720f6-slurp-salesforce-logo-dhj-ed3.webp)

![HubSpot](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/2b0d8e08-slurp-hubspot-logo-cwhahax-.png)

![Google Calendar](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/051d6829-slurp-google-calendar-logo-bgzgpg0m.webp)

![Google Drive](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/343f2fb9-slurp-google-drive-logo-8lwda4yj.webp)

![Google Sheets](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/b0aa1a71-slurp-google-sheets-logo-b-quy97-.webp)

![Notion](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/39c044a8-slurp-notion-logo-dvzvbdfg.webp)

![Airtable](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/f7dc918a-slurp-airtable-logo-c-qoaj50.webp)

![Asana](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/3b045dac-slurp-asana-logo-yrrui5ck.webp)

![Stripe](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/bed4fba8-slurp-stripe-logo-bjbubn6i.webp)

![LinkedIn](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/ee240104-slurp-linkedin-logo-ci4mzjrt.webp)

![Monday](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/48d98d45-slurp-monday-logo-d4jw-tc.webp)

![Zendesk](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/4b0d80fa-slurp-zendesk-logo-02olmusp.webp)

### Connect your entire stack

Use more than 50 integrations, the Frontline API, and custom tools inside any process.

## Automate processes end to end

Lead Scoring

Meeting booked

EVENT

Invitee created

SOURCE

Calendly

ACTION

Create Record

TABLE

Leads

Research & scoring

MODEL

TASK

Research company and score lead

Lead Follow-up

Agent Evaluations

Collections

Documents

Lead ScoringLead Follow-upAgent EvaluationsCollectionsDocuments

Control and visibility

## Observability and governance

Run critical workflows with the context, permissions, and data your team needs.

Auditing and logs

Execution Details

run\_264499 · Lead Conversion

×

SummaryNode Runs

![Microsoft OneDrive](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/d97bf37b-microsoft-onedrive.png)

OneDrive File Added

node\_45e69a74-fb0c-4425

Success

◷ 0,16s

View Input & Output

Lead Conversion

node\_e04c8350-43fb-4fbd

◷ 0,95s

![AI Agent](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/aa1f1a07-frontline-ai-agent-icon.png)

node\_db63c2fa-b728-455f

◷ 8,37s

### Auditing and logs

Review every run step by step, including timestamps, inputs, outputs, and each node's result, so you know exactly what happened.

Permissions and access

Analytics

1. ### Auditing and logs
Review every run step by step, including timestamps, inputs, outputs, and each node's result, so you know exactly what happened.
2. ### Permissions and access
Share workflows internally with role-based access and define who can view or intervene in each process.
3. ### Analytics
Monitor completed, pending, and failed runs, credits used, and peak activity times to understand how each workflow performs.

## Connect your workflows to anything

Connect your workflows using dozens of native integrations, or build your own using our API or CLI for your favorite coding agent.

[IntegrationsUse 50+ integrations to trigger actions and move data across your team's applications.50+ integrations![Gmail](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/c2a46ed6-slurp-gmail-logo-fum4c6y.webp)![WhatsApp](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/61a40f38-slurp-whatsapp-logo-bicho2be.webp)![Slack](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/b79674a0-slurp-slack-logo-cyb9nr6q.webp)![Salesforce](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/ec2720f6-slurp-salesforce-logo-dhj-ed3.webp)![HubSpot](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/2b0d8e08-slurp-hubspot-logo-cwhahax-.png)![Google Calendar](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/051d6829-slurp-google-calendar-logo-bgzgpg0m.webp)![Google Drive](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/343f2fb9-slurp-google-drive-logo-8lwda4yj.webp)![Google Sheets](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/b0aa1a71-slurp-google-sheets-logo-b-quy97-.webp)![Notion](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/39c044a8-slurp-notion-logo-dvzvbdfg.webp)![Attio](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/29ea3c46-slurp-attio-logo-bnqzfmbr.webp)![Airtable](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/f7dc918a-slurp-airtable-logo-c-qoaj50.webp)![Stripe](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/bed4fba8-slurp-stripe-logo-bjbubn6i.webp)![LinkedIn](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/ee240104-slurp-linkedin-logo-ci4mzjrt.webp)![Monday](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/48d98d45-slurp-monday-logo-d4jw-tc.webp)](https://www.getfrontline.ai/en/integrations)[APIStart automations and connect Frontline to your backend through the API.1curl -X POST \2  https://api.getfrontline.ai/v1/agents/messages \3  -H 'Authorization: Bearer <token>' \4  -d '{5    "agent_id": "maya",6    "channel": "whatsapp",7    "to": "+5491100000000",8    "message": "Hola 👋"9  }'](https://frontline-public-api.redocly.app/reference/openapi)[CLIManage and run workflows from your terminal and development pipelines.![Codex](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/8eaaf79d-ai-generated-1782771551016.png)frontline-cli$frontline workflows list✓contract-review active✓lead-routing active$frontline workflows run contract-review→Execution started · run\_01JX8F](https://frontline-public-api.redocly.app/cli)

## Security for critical processes

Run automations on Frontline's infrastructure and security controls.

### SOC 2 and access control

We meet the highest standards of security, availability, and confidentiality to protect your data.

![AICPA SOC](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/c7c117a5-aicpa-soc-badge-black.png)

### CASA Tier 2 verified

Independently assessed against the Cloud Application Security Assessment framework for app and data handling.

Tier 2CASACertified

### Meta Business Partner

Direct access, priority support, and official best practices for WhatsApp Business API.

[Learn more in our trust center](https://trust.getfrontline.ai/)

![Zonamerica](https://cdn.ploy.ai/6eb8e7fc-f32e-4425-a7a1-206f93c19f37/user/b5e4aaee-martin-dovat-zonamerica-testimonial.webp)

> “An AI agent on WhatsApp made visitor registration 10x faster, with 100% of data captured.”

Martin DovatCEO, Zonamerica

## Frequently asked questions about Workflows

Have another question? [Book a demo](https://cal.com/team/getfrontline/30-min-frontline).

What is a workflow in Frontline?

How do I create a workflow?

What can trigger a workflow?

Can I use different AI models in the same workflow?

How do I control who can edit or run workflows?

Can I connect my own tools?

## Get started with Frontline today

[Start with Google](https://app.getfrontline.ai/)[Book a demo](https://cal.com/team/getfrontline/30-min-frontline)
