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Workflows

Automate the follow-up

Triggers, conditions and steps that run on their own. When a score is low, a comment needs attention or a safety signal comes in, Polzy does the next thing for you.

How it works

Set it up once, let it run

Pick a trigger

A response, a low score, a new person, a date or a webhook.

Add conditions and steps

Create an action, send a message, post in Slack or Teams, or call your own API.

Test it, then turn it on

Run it on sample data and see every step before it goes live.

What's included

Everything in Workflows

All features
  • Workflows

    Automate the follow-up that should happen every time.

  • Steps and branches

    Add steps and branches, and the flow lays itself out.

  • Test runs

    Step-by-step results before you go live.

  • Run history

    Every run, with what went in and what came out.

  • Retry from the failed step

    Pick up a run where it stopped, without starting again.

  • Ready-made recipes

    A low-score follow-up, closing the loop and more, ready to adjust.

  • Your connected tools

    Slack, Teams, Jira, webhooks and more, as steps.

With Ask Polzy

Describe the automation

Tell Polzy when it should run and what it should do. It builds the steps, and the workflow stays off until you turn it on.

  • “When workload is 2 or lower, tell their manager”
  • “When an action is overdue, remind its owner”
  • “Open a Jira issue for every low score”

Used for

Questions about Workflows

Yes, with webhook and HTTP steps.

Close the feedback gap.

Free for your first 1,000 responses a month. Team and Business start with a free trial.

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