Workflows

Automate the repetitive.

Build powerful automations without code. Let Coherence handle the routine so you can focus on what matters.

Coherence
◎ Trigger✓ Completed
📋

When Deal status updated

Trigger when a Deal's status is updated.

Deals
◌ Running
⚠️

Is status "MQL"?

Continue if the Deal's status is "MQL".

Condition
💬

Send action buttons to Slack

Send a summary and action buttons to Slack.

Slack
Enterprise lead
Add to "Enterprise" seq...
Outreach
SMB lead
Add to "SMB" sequence
Outreach

Visual workflow builder

Drag and drop to build automations. Add conditions, branches, and multiple actions in a visual canvas.

Coherence
◎ Trigger✓ Completed
📋

When Deal status updated

Trigger when a Deal's status is updated.

Deals
◌ Running
⚠️

Is status "MQL"?

Continue if the Deal's status is "MQL".

Condition
💬

Send action buttons to Slack

Send a summary and action buttons to Slack.

Slack
Enterprise lead
Add to "Enterprise" seq...
Outreach
SMB lead
Add to "SMB" sequence
Outreach

Never miss a task

Automatically create tasks when deals move forward, emails arrive, or records are updated.

My NashActive
Personal autopilot for Sarah
Focus Areas
Follow-upsPipeline reviewsMeeting prep
Today's Tasks
Prep notes for Acme call at 2pm
Follow up with 3 overdue leads
Review pipeline — 2 deals stalled
Private Memories
Prefers async updates over scheduled calls
Q2 quota target: $180k — currently at $142k

Everything you need

Automate any process

AutomationActive

New email received

Route by sender

31

Create calendar event

Trigger-based automation

When records are created or updated, trigger actions automatically.

AutomationActive

New email received

Route by sender

31

Create calendar event

Multi-step workflows

Chain actions together—email, task, field update, and more.

ActivityView all
SC

Email received from Sarah

2m ago

MJ

Call logged with Mike

1h ago

LP

Meeting with Lisa

3h ago

Conditional logic

If/then branches handle different scenarios.

Today
Dec 20
9:00 AM

Team standup

30m

11:00 AM

Client call - Acme

1h

2:00 PM

Demo meeting

45m

Scheduled automations

Run workflows on a schedule—daily, weekly, monthly.

To Do3
Research
Design
In Progress2
Development
Done5
Review
Deploy

Lead routing

Assign leads to the right person based on your rules.

Emails1
New
DL

Dylan

Just looked at the new apple website - Really love it!

AX

Alex

Not shared by Tim Cook

BR

Brian

Not shared by Tim Cook

Email sequences

Automated outreach with delays and conditions.

Ready to try workflows?

Start for free. No credit card required.