One hub for everything that runs on its own — deterministic Rules and reasoning AI Agents, side by side.
The single place to create, run, and watch anything that acts without you clicking.
An automation is a saved sequence that starts when a trigger fires and then runs a flow of steps against a record. The Hub at Automations in the sidebar lists every automation you own, whether it is a Rule or an AI Agent, with its status, last run, runs in the last 7 days, and goal conversion all in one row.
What used to be two separate areas, Workflows and AI Agents, now lives here together. They share the same triggers, the same flow builder, the same run history, and the same approval queue. You pick how a step runs, not which product to open.
The same hub holds both a deterministic tier and a reasoning tier. Choose per automation.
| Rule | AI Agent | |
|---|---|---|
| How it decides | Deterministic — same input, same result | Reasons within the guardrails you set |
| Cost | Free, no model spend | Metered against your AI budget |
| Speed | Runs the moment the trigger fires | Runs a model, then acts |
| Oversight | Every step is auditable | Approval-gated by default |
| Best for | Fixed if-this-then-that work | Judgement calls across several signals |
A Rule tagged Free · Instant · Auditable runs exactly the steps you laid out. Use it when the right action is obvious: when a deal is won, create a follow-up task; when a form is submitted, assign the lead round-robin.
An AI Agent tagged Metered · Approval-gated · Reasoning hands a step to a model that decides what to do within your guardrails. Use it when the call depends on context a fixed rule cannot capture, like drafting a tailored reply or triaging which deals look at risk.
You do not have to choose one tier for the whole automation. A Rule can hand a single step to an AI Agent and stay deterministic everywhere else.
Every automation moves through the same statuses.