Automation

No-code automation

In one sentenceConnecting apps so tasks happen automatically, often using tools like Zapier, Make or n8n, now with AI steps built in.

What it means

Automation tools watch for a trigger (a new form submission, a new email, a calendar event) and run a set of actions. With AI steps, those actions can include summarizing, classifying, writing or researching.

How to use it

• Classic first automations: new lead to CRM plus a Slack alert; meeting transcript to summary plus follow-up draft; new LinkedIn connection exported to a spreadsheet for research.
• Add an AI step where judgment used to be needed: "Is this lead a good fit? Score 1 to 10 and explain."

Related terms

AI Workflow Webhook API Integration