Workflow Automation
Triggers, tasks, and alerts — fully automated.
A signal comes in. Quivly looks up the account, pulls health, calls, and tickets, and drafts the next step. Your team sends what needs a person.
Book a demo
Look up customer details by ID.
Creates a cited QBR from live CRM, usage, and call data.
A trigger starts it
A health move, a usage stall, a renewal window, or someone running it by hand.
It reads the account
Customer record, health score, recent calls, and support tickets. The draft cites those.
It ends in a task
An email, a Slack note, a QBR, or an alert. Review it, or let an agent send the ones you trust.
FAQ
Frequently asked questions
A play is the named motion: rescue, expansion, onboarding, renewal. Workflow automation is the graph that runs it — trigger, then the tools, then the action.
Actions Feed is the queue a person works. Workflow automation is what fills that queue when a signal lands.
Only when that step is handed to an AI Agent. Everything else waits in review.