Workflows

Automation studio

Automate the repetitive.

Build record-based flows with triggers, branches, human approvals, external app actions, and run history so repeat work is easier to monitor.

Build visual flows around records, docs, outreach, and approvals.

Branch, wait, assign, notify, and call external systems.

Publish, run, retry, and monitor automations from one place.

No credit card required

A better way to work

Replace scattered work with one operating layer.

Disconnected tools

Rules live in scattered tools.

Handoffs depend on people checking the right tab.

Failures are hard to diagnose after work stalls.

The Coherence way

Flows run against the same records and context your team uses.

Human approvals and conditions handle real business nuance.

Run history makes automation observable.

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 workflows needs to stay connected

Each capability feeds the same workspace context instead of creating another disconnected tool.

Module triggers

Trigger
Branch
Run

Module triggers

Start flows from record, document, outreach, approval, and connector events.

Conditions and branches

Conditions
and
branches

Conditions and branches

Route work based on the data and state of each item.

Human approvals

Human
approvals

Human approvals

Pause a flow for review before work moves forward.

External actions

External
actions

External actions

Call webhooks, send Slack messages, and use configured automation connectors.

Published status

Published
status

Published status

Move flows from draft to published when they are ready.

Run history

Run
history

Run history

Review executions, retries, failures, and status.

How it works

From signal to finished work.

01Active

Trigger

Start from record, doc, outreach, approval, or connector events.

02

Decide

Branch with conditions and human approval steps.

03

Act

Assign work, update records, notify teams, or call external systems.

Monitor

Review status, retries, failures, and execution history.

Ready to connect workflows to the rest of your business?

Start for free. Bring one workflow into Coherence, then connect the rest of the operating layer around it.