Automation and AI
Reduce repetitive work without losing control
Build workflows that respond to business events, route work to the right people and use AI assistance to help your team act faster.
Example workflow
Turn repeatable processes into reliable workflows
Define what should happen when a business event occurs. Use triggers, conditions and actions to reduce manual steps and improve consistency. Triggers can include a new lead, form submission, overdue invoice, approved expense, due task, booked appointment, deal stage change, leave request or inbound customer message. Actions can create tasks, assign owners, send email or SMS, update records, move opportunities, notify managers, request approval, generate documents where enabled, or call a webhook.
- Triggers, conditions and actions
- Cross-module workflows
- Webhook actions
- Document generation where enabled
Route decisions to the right people
Use business rules to determine who reviews expenses, leave, overtime, payroll or other requests based on amount thresholds, department, request type, employee manager, project, location, business unit or approval level.
Respond consistently at every stage
Automate confirmations, reminders and follow-up sequences based on customer actions — welcome a new lead, confirm an appointment, remind before a meeting, follow up after a quotation, notify about overdue invoices, request a review after service completion, re-engage inactive contacts, or alert a sales representative when a lead responds.
Give your team practical AI support
Use AI-supported tools to help with communication, summaries, content and routine customer interactions while maintaining human oversight. AI-generated content may contain errors and should be reviewed before it is sent, published or used for important decisions.
- Draft email and SMS messages
- Summarize conversations
- Suggest follow-up actions
- Create marketing content
- Answer common customer questions
- Classify or route enquiries
- Extract information from documents where enabled
- Generate reports or explanations where enabled
Provide faster answers to common questions
Configure an AI chat assistant to respond to approved customer questions, collect information and hand conversations to a person when needed. Recommended controls include approved knowledge sources, defined topics, escalation rules, conversation history, business hours, human handoff, restricted actions and performance review.
Support calls and appointment workflows
Use supported AI voice capabilities for approved use cases such as answering common questions, gathering information and booking appointments. Clearly disclose AI interaction where required, obtain consent for recording, and comply with telecommunications and privacy laws.
Understand what your workflows are doing
Review workflow runs, successful and failed actions, messages sent, leads followed up, tasks created, approvals completed, human handoffs and AI conversation outcomes. Time-saved estimates should only be published with a defensible method.
Frequently asked questions
Do I need technical skills to build workflows?
Taskploy provides a visual workflow experience for common business use cases. More advanced integrations may require technical support.
Can I review workflow history?
Yes. Taskploy keeps a history of workflow activity so authorized users can review completed actions, identify failures and understand what happened at each step. This makes it easier to troubleshoot issues and take corrective action when needed.
Does AI make decisions for my business?
Taskploy AI is designed to assist your team, not replace human judgment. It can help with tasks such as summarizing information, drafting content, answering routine questions and suggesting next steps. Important financial, employment, legal or other high-impact decisions should remain subject to appropriate human review and approval.
Is AI usage included in my plan?
AI features are subject to plan limits and usage-based fees. Included allowances, overages and provider charges are explained on the pricing page.
Automate the busywork. Keep people in control.
Build workflows that help your team respond faster and operate more consistently.