Model the process
Lay out the steps on the canvas: branches for each case, parallel paths, loops over line items, approvals and waits with deadlines.
Process automation
From process map to running process
Model each process as a flow: what starts it, who decides, what happens next and by when. Run it on every request, order or message, see every run step by step, and improve it version by version.
Flows come with Professional and Enterprise. No credit card required to start.
Model it, run it, see it, improve it
The process map you draw is the process that runs. No hand-off from a diagram to a separate build.
Run it on every record
A form answer, an order, a message, a file, a schedule or a webhook starts it. Each record runs on its own, with its own data and timing.
See every run
Each step shows how often it ran. Open any run to follow it step by step, with the data it carried and where it stopped.
Improve it safely
Change a draft while the live flow keeps running, dry-run it with nothing sent, publish, and restore any earlier version.
What you can run
Every part of the process, set up in the flow designer.
Triggers
22 ways a process can start
- Survey responses, contact-list changes, inbound email, and messages received, sent, delivered, opened, clicked, replied, bounced or failed on any connected channel.
- Webhooks with optional HMAC signature checks, and schedules in your own time zone.
- Shopify orders, checkouts, refunds and fulfilments; Google Sheets and Excel rows; Facebook, Instagram, X and LinkedIn; Slack, Microsoft Teams and Outlook; plus Google Business Profile reviews.
- Tasks created, changed, completed or overdue; conversation threads; website clickstream; and a hot folder that runs the flow once per CSV or Excel row.
- Run only when the fields you care about change, and use Run Once to put up to 2,000 past records through a new flow.
Logic
Decide who needs what, and when
- 19 comparison operators, from equals and any of to regex, between and within N days, in AND/OR groups.
- If, else-if and else paths, so every record takes the first path it matches.
- Type a rule the way you would say it with Parse with AI, or branch on the AI sentiment, classes and entities of an answer.
- Parallel branches, and loops that repeat steps for each order line or repeated section.
- Waits for hours or days, until a date on the record, or until a local time in each person's own time zone.
Actions
About 30 actions: message, update, call, create
- Email, SMS, WhatsApp, Slack, Teams, social posts and push notifications, or a reply on the same channel the message came from.
- Update contact lists, responses, data tables, Planner entries, Google Sheets and Excel; native Salesforce and Mailchimp actions; 58 Shopify store operations.
- Call any REST API with basic, API-key, bearer or OAuth sign-in and {Field} tokens, send to Zapier, or publish to Pub/Sub, Kafka, SNS, SQS or AMQP.
- Create Document: turn your own designed template into a PDF for each record, such as an invoice or a report, with QR codes and a private or public link.
- Multimodal AI that reads text, images, PDFs, audio and video, and your own AI agents as a step.
- Open conversation threads and create tasks, so people pick up where the flow hands over.
People in the process
Approvals, owners and deadlines
- Tasks with assignees, an approver, a priority and a due date, with the record's answers attached.
- Per-item approvals: a request with several items is approved or rejected item by item, and the flow carries on once everything is approved.
- Assignees get a reminder when a task is due within a day, and again once it is overdue.
- An overdue task can start its own flow, for example to escalate to a manager.
- Your team works every task, comment and approval in the Action Center.
Build with AI
Describe the process, AI drafts the flow
- Describe the process in a sentence and AI drafts the flow, ready to open in the designer.
- Review flow with AI points out gaps and risky steps before you switch it on.
- Let AI fix this node suggests a corrected setup for a step with errors.
- Explain this run with AI says in plain words which path a record took and where it stopped.
Test, run and govern
Change the process without stopping it
- Dry run with test destinations and an editable sample record: see what each step would do, with nothing sent.
- Publish checks on every step, and a run trace for every record.
- Re-run the way you need: Resend this step, Resume from here, or a Full rerun.
- Version history with preview and restore; Update Live pushes your edits, Pause stops the flow without deleting anything.
- Lock a flow while you edit it, and clone it before a big change.
- Workspace roles decide who can change flows and who can only view them.
Every hand-off, handled: Aarushiya Operations
Aarushiya's Operations Manager in Pune keeps support requests, store orders, service-centre intake and spare-parts approvals moving across five countries, without anyone copying data from one tool to the next.
A customer messages the Dubai support desk on WhatsApp about a repair. The flow creates a task for the Pune service team and replies on the same chat. Every other message gets its own reply.
An order on shop.aarushiya.example sends the buyer a WhatsApp confirmation. When the order is fulfilled, a second flow waits a few days, then asks how setup went.
Each service-centre intake form adds a row to the shared Google Sheet the regional leads already work from.
A spare-parts request form creates a task in the Action Center for the regional lead, with a due date. The flow carries on once the request is approved; if it slips past the due date, the overdue reminder goes out.
Aarushiya Healthtech is a fictional company used for illustration.
All Automation capabilities
133 capabilitiesSurveys and forms
Campaigns
- Four-step campaign workspace
- Drag-and-drop campaign timeline
- Steps table with quick actions
- Default sender per channel
- Clone an existing campaign
- Import steps from spreadsheet
- Slack and Microsoft Teams posts
- Ten ready-made campaign plans
- Create a campaign with AI
- Campaign Copilot chat
- Recurring AI content schedule
- Scheduled step delivery
- Pre-launch audience check
- Campaign start and end dates
- Cancel a scheduled launch
- Steps sent by flows
- Test sends to testing contacts
- Resend a step from flows
- In-campaign follow-up builder
- Fallback and retargeting follow-ups
- AI conversational follow-up
- Campaign analytics dashboard
Workflows
- Visual flow designer
- Parallel steps
- If / else-if / else paths
- AND / OR condition groups
- 19 comparison operators
- Score and answer routing
- Plain-language conditions
- Fire only when fields change
- Record fields in any text
- Publish checks per step
- Describe a flow, AI drafts it
- AI flow review
- AI fix this step
- AI explains a run
- 60+ flow templates
- Clone a flow
- Version history with restore
- Activate, update live, pause
- Draft autosave
- Who can change a flow
- Lock a flow while editing
- Survey response trigger
- Contact list trigger
- Unified message trigger
- Email received trigger
- Inbound webhook trigger
- Shopify store events
- Google Sheets and Excel triggers
- Social media triggers
- Slack, Teams and Outlook triggers
- Task event trigger
- Thread event trigger
- Scheduled flows
- Hot folder file drops
- Website clickstream trigger
- Campaign step events
- Run once on existing records
- Fire one planner row
- CSV and Excel rows from dropped files
- Wait step
- Loop over line items
- Read data mid-flow
- Check opens, clicks and replies
- Send email
- Send SMS
- WhatsApp messages and forms
- Reply on the same channel
- Slack and Teams alerts
- Social posts, replies and DMs
- Push notifications
- Call any REST API
- Zapier catch hooks
- Publish to event streams
- Write to Sheets and Excel
- Salesforce records
- 58 Shopify store operations
- Update contact lists
- Write back to responses
- Store records in data tables
- Create planner entries
- Create organisation users
- Tally Prime vouchers and masters
- Generate PDF documents
- AI reads files and media
- Call your AI agents
- AI image generation
- AI blog posts to your portal
- Open conversation threads
- Create tasks from flows
- Continue after approval
- Due-soon and overdue reminders
- Action Center task inbox
- Dry-run test
- Test recipients per flow
- Connector tests
- Per-step run counts and history
- Step-by-step run trace
- Re-run a step or whole run
- Included flow actions per plan
- Downloadable connector packages
- SAP connectors
Conversations
Analytics
Collaboration
Start from a flow that already works
Shipped flow templates. Open one, pick your people and channels, and switch it on.
Create Task from Survey
Every form answer becomes a task for the person who handles it.
At Aarushiya: Spare-parts requests go to the regional lead.
Multi-Level Approval Workflow
A form request becomes an approval task. Approved and rejected requests each get their own email, and approvals are posted to Slack.
At Aarushiya: Replacement-unit requests wait for the service head's sign-off.
Escalation & Priority Routing
Route each request by the priority the customer picks, with SMS, Slack and a task for the most urgent.
At Aarushiya: Critical service requests reach the on-duty lead by SMS.
Survey to Google Sheets
Each answer adds a row to the Google Sheet you pick.
At Aarushiya: Service-centre intakes land in the regional leads' sheet.
Order Confirmation WhatsApp
A new Shopify order sends the buyer a WhatsApp confirmation.
At Aarushiya: Every AH-W3 order is confirmed on WhatsApp.
Questions about process automation
Flows come with Professional and Enterprise. Professional includes 10,000 flow actions a month and can grow to 100,000; Enterprise allowances are set with you.
Each action step that runs counts as one flow action. Triggers and conditions are not counted. AI steps also use AI units, counted from the work done.
No. We do not discover processes from event logs, import BPMN files or analyse conformance and bottlenecks. You model the process directly as a flow, and every run of it is recorded step by step, with per-step run counts.
No. Every step is set up in the designer. Developers can still add a short code block to a field, call any REST API, or publish records to their own event stream.
Salesforce, Mailchimp, Shopify, Google Sheets, Excel, Slack, Microsoft Teams and Outlook are set up inside the flow designer. SAP connectors are listed as coming soon. HubSpot, Jira and Zendesk have no native connector today: flows reach them through the REST API step or Zapier.
Summarise, classify and pull details out of text, PDFs, images, audio and video, then branch on the result. You can also send a record to one of your own AI agents. AI steps use the AI units in your plan.
Yes. Run Once goes through existing responses, contacts or scheduled-source records from the last 30 days, or from a date you choose, up to 2,000 records per run.
Yes, with our onboarding team. A small connector on your own machine connects out to SurveyAnalytica, so nothing has to be opened to inbound traffic. Flows can also connect through a VPN, an SSH tunnel or a proxy.
Turn your process map into a running process
Start free and add flows when you're ready, or book a demo and we'll model one of your processes with you, including Tally Prime and systems inside your network.
Flows come with Professional and Enterprise.
No credit card required.