Capture and route
Start from a customer event. Use fields, conditions or AI classification to choose what happens next.
- Form and CRM events
- Conditions and multiple paths
- Delays and loops
Platform/Automations
Less busywork. More business moving.
Turn the next step into a workflow. Connect your CRM, conversations, tasks and customer operations—then see exactly what ran.
Visual builder · Native actions · Run historySpacebrain · Automations
TriggerProject form submitted
ConditionDiscovery call requested?
Yes
ActionAssign owner · Jamie
Next stepCreate follow-up task
No
Alternative pathAdd a review note
Step 1 of 4A new inquiry arrives
Alex asks for help with a new website. The form supplies the customer context.
Illustrative workflow · Sample data · No live actions
Spacebrain Automations
Connect triggers, decisions and actions across your customer work. Build a workflow, review it before activation, and follow the result through CRM, conversations, tasks and operations.
One connected workflow
From “someone should”
to the next step, done.
A form arrives. A deal changes. A customer needs attention. Give each moment a clear path through your business.
Act across your tools
Carry the context into the next module instead of asking your team to copy it by hand.
- Owners, records and tasks
- Messages and booking links
- Commercial and campaign steps
See the outcome
Review your setup before activation and inspect the steps after a workflow runs.
- Dry-run inspection
- Step results and run history
- Linked records and recovery
What you can automate
Real work.
Across your business.
Build with the native actions and lookups in your workspace. Combine them with rules that fit the way your team works.
CRM & sales
Keep customer records and pipeline work moving.
- Create and update records
- Assign owners, tags and scores
- Create deals and update stages
Tasks & delivery
Turn a customer event into an owned piece of work.
- Create tasks and notes
- Find tasks and team workload
- Complete configured tasks
Conversations
Continue the conversation in the channel you configure.
- Email, SMS and WhatsApp actions
- AI replies and voice calls
- Booking links and notifications
Agreements & payments
Connect commercial steps to your workflow.
- Create agreement drafts and send approved agreements
- Create, issue and send invoices
- Look up status and wait for completion
Memberships
Carry customer context into membership operations.
- Find memberships and check status
- Enroll or change a membership
- Wait for activation
Email & social
Coordinate campaign work with the customer journey.
- Enroll leads in email automations
- Schedule, pause or resume email campaigns
- Schedule or publish configured social posts
Designed to stay understandable
Build the path.
Keep the control.
Start with one useful handoff. Add decisions and actions as your process grows—without losing sight of who receives the result.
- 01
Choose the starting event
Pick a trigger and the customer or module context it carries.
- 02
Connect the decisions
Add conditions, AI classification, delays or loops. Give each branch a clear purpose.
- 03
Review the actions
Set owners, messages, templates and field values. Inspect a dry run before activation.
- 04
Follow the live result
Open run history, inspect each step and check the linked record when attention is needed.
Questions & answers
Practical answers for planning the work.
What can I automate in Spacebrain?
Build workflows around CRM records, tasks, messages, deals and other supported events. Actions include updating records, assigning owners, creating tasks, sending configured messages, preparing agreements and invoices, managing memberships, and scheduling campaigns or social posts. The builder shows the actions compatible with your trigger and workspace.
Can AI help build or route a workflow?
AI assistance can help prepare a workflow for review. An AI classifier can route supported inputs into different paths. You remain in control of the trigger, conditions, connections and actions before you publish.
How are Automations and Email Automations different?
Automations coordinates work across modules. Email Automations is the dedicated builder for subscriber journeys, email timing and engagement paths. A general workflow can enroll a lead in a configured email automation.
Can I test a workflow before activating it?
Yes. Review a dry run to inspect resolved inputs, decisions and intended actions. A dry run does not establish real delivery. After activation, use the live run and the linked module record to check the actual outcome.
What happens if a step waits or fails?
Run history shows the available step results and waiting or error states. Inspect what already completed, correct the relevant setup and use the available recovery controls. This helps avoid repeating work that already succeeded.
Are all actions included in every plan?
Automations is included in the Free plan. Actions that use paid modules still require access to those modules. Voice, messaging and eligible AI actions can consume credits, and external services may have their own charges.