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Workflow Automation

The COO doesn't just advise — it executes

Demo workflows · 0 runs logged

What a step can do

Start each step with one of these words. Steps run in order, and the run log tells you exactly what each one did.

recomputeRefresh the dashboard KPIs from current data
receivablesTotal overdue invoices and list the worst offenders
reorderFind stock below its reorder level
alert <message>Raise an in-app alert
email <subject>Email the workspace owner a run summary
ai <mode> <prompt>Run an AI mode (brief, actions, risk, costs…) and save the output
note <text>Record a note in the run log
New workflow
Daily cash & receivables digest
Active
schedule
recomputereceivablesemail Your daily cash digest
Stockout watch
Active
schedule
reorderalert Items are below reorder level
Monday priorities
Active
schedule
recomputeai actionsemail Your plan for the week