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Automation Briefing

Run your ERP,
on autopilot.

Automate the repetitive work across sales, inventory, finance, and HR. Build workflows in minutes, let AI agents handle the rest, and watch every run from one dashboard.

10k+
Runs / day
68%
Tasks automated
99.9%
Success rate

Everything you can automate

Four building blocks combine to handle almost any repetitive process in your ERP.

Workflow builder

Design multi-step automations with an intuitive drag-and-drop canvas — no code required.

AI agents

Let assistive AI draft, classify, and prioritize tasks across every module automatically.

Scheduled tasks

Run reports, cleanups, and recurring jobs on a precise daily, weekly, or monthly schedule.

Triggers & webhooks

Kick off workflows from events like new orders, low stock, or incoming payments.

How it works

Stand up your first automation in under five minutes.

01
Choose a trigger
Select an event — new record, schedule, webhook, or manual run.
02
Define the conditions
Add IF/THEN logic to target exactly the right records and people.
03
Add your actions
Update records, send messages, create tasks, or call the API.
04
Monitor & refine
Watch runs in real time and tune rules from the analytics dashboard.

Popular automation templates

Ready-made workflows you can enable with a single click.

Full overview
Sales2.4k runs / mo

Send a follow-up after a draft order

When a sales order stays in draft for 24 hours, automatically email the owner a reminder with a direct link.

Inventory1.1k runs / mo

Reorder when stock runs low

When available quantity drops below the reorder point, create a draft purchase order and notify the buyer.

Finance890 runs / mo

Flag overdue invoices

When an invoice passes its due date, assign a priority task to the collector and send a reminder.

POS30 runs / mo

Reconcile daily POS sales

Each evening, summarize the day’s TAP and cash payments and post them to the general ledger.

Operations320 runs / mo

Alert on unusual expenses

When a single expense exceeds a configurable threshold, trigger an instant alert to management.

HR45 runs / mo

Onboard a new employee

When a new employee is created, provision their account, share the handbook, and schedule welcome tasks.

Ready to automate your ERP?

Talk to our team about which workflows to automate first.

Request a demo