Conduit
Search
Help
Explore apps
Contact sales
Upgrade
What should we put on autopilot?
Beta
Collapse automation ideas
Example: When someone reacts to a message in Halyard, open a card in Trackboard.
A few ideas to get started
Browse templates for your role
Read 6 tasks worth automating now
Sketch your process in Flowboard
Or try one of these prompts
When a new email arrives in Halyard Mail with the “Invoices” label, pull out the totals, append a row in Gridsheet, then send a follow-up reply automatically.
When a new response is submitted in Formvine, create a matching record in Gridsheet and send a confirmation from Halyard Mail.
When a new lead comes in from Leadloop, update the campaign sheet in Gridsheet and automatically send the lead a welcome note.
Build from scratch
Flow
Automated workflows
Table
Structured data
Interface
Apps, forms, and pages
Assistant
AI-powered chat
Flowboard
Process visualization
Unfinished flows
Missing authorization
Invoice totals → Gridsheet
Edited 2 days ago
Missing authorization
Form replies → Halyard Mail
Edited 5 days ago
Missing authorization
Weekly recap board
Edited 12 days ago
Missing authorization
+3
Lead routing, multi-step
Edited 3 weeks ago
