Automation Studio
Your operations, on autopilot
A visual rule builder where triggers across the platform drive actions — emails, WhatsApp, tasks, documents, meetings and approvals — with conditions in between.
The point of it all
“Your operations, on autopilot” — not as a slogan, but as the way the automation studio workflow is actually built.
Everything automation studio should do
Built deep, not bolted on — each capability shares the same records, permissions and automation engine as the rest of the platform.
Visual rule builder
Compose trigger → condition → action flows without code.
Cross-module triggers
React to events from leads, deals, tickets, invoices and more.
Rich actions
Send messages, create records, generate documents, schedule meetings.
Conditions & branches
Filters and logic make rules precise instead of noisy.
Approval steps
Human checkpoints inside automated flows where judgement matters.
Run visibility
See what fired, when and why — automation you can debug.
Actions grounded in live data
Document actions pick from your real product catalogue; meeting actions operate on your real calendar — automations manipulate the same records people do.
- Product selection from the live catalogue
- Meeting actions on actual meetings
- Record creation with full validation
- Templates filled from record data
Guardrails, not just speed
Approval actions pause flows for human decisions; conditions prevent over-firing; everything that runs is logged for review.
- Approval gates inside flows
- Condition stacking for precision
- Execution history per rule
- Safe failure with notifications
The connective tissue of the platform
Compliance reminders, billing follow-ups, SLA escalations and onboarding sequences all run on the same engine — one place to see how your business automates.
- Shared engine across modules
- Reusable action configurations
- Per-business isolation
- Plan-aware capability gating
Works as one
Automation Studio shares one Customer 360° with the rest of EazyCXM
No connectors, no sync jobs, no two systems arguing about the truth — Platform modules read and write the same customer data, under the same permissions, audited the same way.
The motion, end to end
Trigger
A record event anywhere in the platform starts the flow.
Evaluate
Conditions decide whether and how to proceed.
Act
Messages, records, documents and meetings happen automatically.
Review
Run history shows exactly what executed and why.
Automation Studio, answered
No — the builder is visual, with guided configuration for each action type.
Yes — approval steps pause execution until the designated approver decides, then the flow continues accordingly.
Failures are logged with context and can notify owners, so automation problems surface instead of hiding.
Approved WhatsApp templates are available as actions alongside email, tasks and documents.
No — the builder is visual, with guided configuration for each trigger, condition and action.
Approval steps hold execution until the designated approver decides, then the flow continues accordingly.
Failures are logged with context and can notify owners, so automation problems surface instead of hiding.
More from Platform
See Automation Studio in action
Your operations, on autopilot — watch it work on a flow shaped like yours.