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Workflows

AI-powered workflow automation

Automate your team's processes with custom AI-powered workflows. Save time, increase productivity, reduce manual tasks, and scale with ease.

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In this run, Brand refresh moves to Review (Budget: $18,450), so the workflow takes the “Budget over $10,000” path: email the account manager, then set approval to Pending.

Your flexible, easy-to-use automation solution

Task automation

Powerful workflow automation to save time

Save hours by setting up workflows in minutes. Automate everything from email approvals and updates to webhook integrations and AI-powered actions like smart summaries and ChatGPT prompts.

The Rowmesh workflow builder showing a "Weekly client update" workflow: every Monday at 09:00 it finds the projects in progress, then for each one summarizes the latest updates with AI and emails the client, and finally posts in Slack. The email step is open, with the AI summary mapped into the message, and the last run sent 3 emails.

Rules-based automation

Conditional logic for smarter operations

Automate actions based on specific data changes. For example, trigger a workflow only when a priority level is updated or a status changes to “Complete”.

A Rowmesh workflow that runs only when the Status or Priority of a project changes, then splits into two paths. The condition for the first path is open: Status is Done, and either Priority is High or Budget is greater than $10,000. That path emails Sofia Marin for sign-off and creates the final invoice; the second path, for projects raised to High priority, posts in Slack and assigns a reviewer.

On-demand workflows

Trigger workflows in one click

Let your team or customers trigger workflows with a single click. Add a button to a record page that activates an on-demand workflow, like sending a registration reminder email.

A Rowmesh on-demand workflow, "Send review reminder": when a button is clicked it emails the client a review reminder and records when it was sent. Its settings show the trigger type On demand, which runs when an action button is pressed, on the Projects table, used by buttons on two pages. In front, the "Send review reminder" button on the record page of a project in Review.

Third-party app integrations

Integrate with the apps you love

Skip the tedious back-and-forth between apps. Connect Rowmesh to your existing apps via webhooks or Zapier for an efficient workflow.

A Rowmesh workflow that runs when a project moves to Review: it summarizes the call notes, sends a Slack message, generates a document with DocsAutomator and triggers a Zapier webhook, with the action menu open on its integration, email and AI actions

Integrations

Works with the tools your team already uses

  • Airtable
  • Asana
  • Basecamp
  • Buffer
  • DocsAutomator
  • Documint
  • Dropbox
  • Eventbrite
  • Gmail
  • Google Calendar
  • Google Drive
  • Google Forms
  • Google Sheets
  • Harvest
  • HubSpot
  • Intercom
  • Jira
  • Mailchimp
  • Make
  • monday.com
  • MySQL
  • n8n
  • OpenAI
  • PayPal
  • Pipedrive
  • Postgres
  • QuickBooks
  • Slack
  • SmartSuite
  • Stripe
  • Supabase
  • Trello
  • Vimeo
  • Xano
  • Xero
  • YouTube
  • Zapier
  • Zendesk

Teams that automated the busywork

“With Rowmesh, we doubled cash flow, reduced delays, and created a unique selling point for winning new clients.”
Matthew OatesPractice Leader, GAP Consulting
“Within two weeks, I had a working solution on Rowmesh. Building our platform with developers would have taken us around 6 to 8 months, maybe even a year. Thankfully I was able to build everything we needed within 2 weeks.”
Roku BenzCo-Founder of Creobase

Customer stories

Teams building with it

Get more done (in less time) with automated workflows

Cut down on repetitive tasks with customizable workflows, tailored to you.

Try Rowmesh today

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