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Automations · SimplyFlow

Automated processes, drawn as blocks.

You design the process with blocks: what starts it, which conditions to check, who has to approve, what happens next. It works across all SimplyFlow modules.

You describe it in words, and the flow is drawn.

The AI prepares the blocks; you review and edit them.

You test it on a real record without anything being triggered.

The simulation runs through the flow without sending or writing anything: you can see where it would have gone.

The flow waits for people, and remembers where it was.

Approvals, waits, parallel branches and sub-processes. And it can be exported to BPMN 2.0, which opens in Camunda.

Processes, not reminders

A process is designed once.

The engine runs it on every document, remembers how far it has got and waits for people when needed.

AvvioPreventivo creatoTotale oltre 5.000 €?sìnoApprovazionedel responsabileNotificaal commerciale
One of the ready-made recipes, drawn as a process. Each block can be configured; the flow can be exported to BPMN 2.0.

What starts a flow

Six ways to begin.

  • 01

    On event

    A record is created, modified or deleted, or a field changes.

  • 02

    Scheduled

    Every 15 minutes, every hour, every day, week or month.

  • 03

    Based on a date

    For example three days before a deadline.

  • 04

    Incoming webhook

    The call comes from an external system.

  • 05

    Manual

    The "Run now" button.

  • 06

    On error

    When another automation fails.

The blocks

From the simple condition to the AI agent.

  • 01

    Conditions and choices

    If/else with several criteria, branches by the value of a field.

  • 02

    Approvals

    The flow stops and waits for a person's decision.

  • 03

    Waits

    Pauses, and waiting for an external call before resuming.

  • 04

    Parallel branches

    Several branches run together, then synchronise.

  • 05

    Loops and sub-processes

    For each item in a list; one automation calls another.

  • 06

    Emails and messages

    Emails, internal notifications, WhatsApp, Telegram and Slack.

  • 07

    Business software data

    Updates a field or creates a record in any module.

  • 08

    External calls

    Any REST API with authentication, webhooks for n8n, Make and Zapier.

  • 09

    Artificial intelligence

    Generates or classifies text, extracts data into fields, AI agent with a goal written in natural language.

How it works

You start from a recipe, or from a sentence.

  • Visual editor

    You draw the flow as connected blocks.

  • Or in words

    Describe what should happen: the AI prepares the flow, which you can still edit.

  • Test without risk

    The simulation runs through the flow on a real record without sending or writing anything.

  • Execution log

    For each execution you can see what was done, step by step.

  • BPMN 2.0

    Processes can be imported and exported in BPMN 2.0, to open in Camunda Modeler, bpmn.io, Bizagi or Signavio.

  • 57 ready-made recipes

    Sales, CRM, administration, document management, field service and trades: you activate them and adapt them.

  • Quote on hold for 7 days → follow-up
  • Quote over €5,000 → approval
  • Invoice issued → courtesy email
  • Due date in 3 days → reminder
  • Urgent ticket → alert to the team
  • New online order → immediate alert
  • Purchase invoice → AI summary
  • Opportunity on hold for 14 days → recovery task

Which step do you repeat every day?

Tell us about it: we will show you how it becomes an automation on your own documents.

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