Automate Business Processes with Workflows

Build powerful automations with a visual drag-and-drop interface. Connect your AI agents, business apps, and data into seamless workflows that run on their own. No complexity. No code. Just results.

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Example workflows

See what your team can automate

From inboxes to invoices to inbound leads — these are real workflows running on Siesta AI today. Use them as a starting point or build your own from scratch.

Email triage, on autopilot

Read every incoming email, classify intent, and route the right action — from auto-replies to ticket creation, escalation, or archiving.

Trigger

New email received

Gmail · Outlook · IMAP

AI classify intent

Sales · Support · Billing · Spam · Internal

Branch by category

Sales lead

Enrich contact in HubSpot
Draft personalized reply
Notify AE in Slack

Support request

Create Zendesk ticket
Tag priority & product
Send acknowledgement

Urgent / Escalation

Page on-call in Slack
Create Jira incident
Reply with ETA

Spam / Newsletter

Archive automatically
Unsubscribe if needed
Log for analytics

Replies sent, tickets created, and inboxes cleared — automatically, 24/7.

Accounts payable, hands-free

Capture invoices from any channel, extract line items with AI, validate against POs, and route for approval or payment without manual data entry.

Trigger

Invoice received

Email attachment · Drive · Upload portal

AI extract & validate

Vendor · Amount · Line items · PO match

Branch by validation result

Auto-approve

Match to PO in NetSuite
Post to ledger
Schedule payment

Needs approval

Route to budget owner
Send Slack approval card
Wait for sign-off

Discrepancy

Flag mismatch in Jira
Email vendor for clarification
Hold payment

Paid & archived

Confirm payment in ERP
Notify vendor
Store in document vault

Invoices processed in minutes — fewer late fees, zero manual keying, full audit trail.

Inbound leads, instantly qualified

Every form submission gets enriched, scored, and routed to the right rep with a personalized first touch — before competitors even reply.

Trigger

New lead captured

Web form · LinkedIn · Demo request

AI enrich & score

Firmographics · Intent signals · ICP fit

Branch by lead score

Hot — Enterprise

Assign senior AE
Book meeting via Calendly
Send tailored deck

Warm — Mid-market

Round-robin to SDR
Trigger nurture sequence
Add to HubSpot cadence

Cold — SMB

Send self-serve trial link
Add to product newsletter
Re-score in 30 days

Leads contacted within minutes — higher conversion, no rep staring at a blank CRM.

Build with your tool stack

Build the missing links between your applications by orchestrating data, actions, and AI decision-making — letting assistants fill gaps, route work, and keep every system in sync.

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Automate and Orchestrate with Ease

Design powerful automations with a visual drag-and-drop builder. Combine triggers, tools, logic, and AI agents to create workflows that run reliably at scale — from simple tasks to complex, multi-step processes.

Versioning

Track, compare, and roll back workflow versions with confidence.

Time Triggers

Run workflows on schedules — hourly, daily, weekly, or custom intervals.

Analytics

Monitor executions, performance, and success rates in real time.

Webhook Triggers

Start workflows instantly from external systems and event sources.

Execution Logs

View step-by-step execution history for transparent debugging.

Drag & Drop Builder

Design workflows visually with a clean, intuitive canvas.

Logical Operators

Branch, filter, and control flow with conditions and logic blocks.

AI agents

Add your AI agents as workflow steps to automate real actions.

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