In practice
Automations | visual flows & Account Pulse
Automations is a node-based flow builder for your studio. Pick a trigger (ticket created, deal won, schedule, or Account health signal), add filters, waits, and branches, then run follow-ups: notify the team, create a task, post to Slack, send email, or call a signed webhook. Start from templates like Deal won kick-off or Chase overdue approvals, save as Draft, run a test, and Activate when ready. Account Pulse still gives each company healthy, attention, at risk, or critical with clear reasons, and Settings → Automation keeps the curated on/off catalog for simple sweeps. Command Center and Integrations stay in the loop so morning triage and outbound Slack or webhooks match what your flows fire.
Automations is the canvas for multi-step follow-up. Account Pulse still answers what is going on with a client, and those same health signals can start a flow. Command Center buckets the firings so morning triage and your automations stay aligned.