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Platform › Automation › Workflows
Automation

Workflows

Build your business processes like a simple flowchart.

What is Workflows?

With Workflows, you link steps together into an automated process, without writing a line of code. You drag blocks into place and Slimbot executes the rest. This removes the manual retyping, forwarding and calling back from your day.

How does it work?

  1. Open the visual workflow builder and start with a blank flow.
  2. Drag steps (such as 'send email' or 'update customer') onto the canvas and connect them.
  3. Configure what should happen at each step, in plain language.
  4. Set the workflow live and Slimbot will run it automatically from then on.

Use cases

Webshop: automatically confirm, invoice and schedule new orders.
Hairdresser or practice: send appointment confirmation plus reminder without manual work.
Installation company: forward quote request to the right engineer.
Consultancy: put new lead in the CRM and send a welcome email.

Benefits

  • No technical knowledge required: you build visually, not with code.
  • Saves hours of repetitive manual work per week.
  • Fewer errors because steps always run in the same order.
  • Easy to adjust when your process changes.

Frequently asked questions

Do I need to know how to code to create a workflow?

No. You build everything visually by dragging and connecting blocks. Everything is described in plain language, so you don't need a technical background.

Can I change a workflow later?

Yes. You open the workflow, move or replace steps and set it live again. Running processes keep working whilst you use the new version next time.

What happens if a step fails?

Slimbot detects the error and can automatically retry the step. You can see exactly where a flow has stopped in the overview.

Deploy workflows for your business?

Slimbot sets everything up for you. Start for free or request a tailored demo.