Describe an automation in a sentence, or build it step by step.
Tell NearSync AI what you want in plain English and it builds the workflow. Or start from one of twenty templates, or lay out the steps yourself. A workflow can start in any department and act in any other.
A leave request over five days asks a skip-level manager, writes the answer to attendance, tells the requester on WhatsApp and posts the month to a board. One workflow, four departments.
The first screen
Start by saying what you want to automate.
The top of the screen shows how many workflows you have, how many are live and how many are failing, so you see their health the moment you open the page. Below that, describe what you want in a sentence, or start from one of twenty templates.
The canvas
One workflow can act in four departments at once.
When a deal is marked won, one workflow can draft the invoice in Finance, open the kickoff task in Projects, start onboarding in People and email the client, all at the same time, then come back together when every branch finishes. Every step type is in the palette along the bottom. A workflow stays a draft until you deploy it, and a counter shows how many steps still need setting up.
A workflow can start from nineteen kinds of work across your business.
Five ways to start a workflow.
Nineteen kinds of work across eleven departments can set one off, because your whole business runs in NearSync.
- Start when something is created or changed, like a deal, an invoice or a leave request
- Run on a schedule you set
- Start from another system, over a webhook
- Start from a WhatsApp command
- Watch deals, invoices, leave, attendance, tickets, sprints or campaigns
Describe it in a sentence and the AI builds it.
Or start from one of twenty templates, five at each of four difficulty levels.
- Write one sentence and NearSync AI builds the workflow for you
- Open any template straight in the builder
- Starter templates keep it simple: one trigger, one action
- Work up through Intermediate, Advanced and Expert
- Every template shows which department it belongs to and how many steps it has
Nine kinds of step.
Approvals and AI are steps inside the flow, so nothing has to happen outside it.
- Branch on a condition, or switch between several paths
- Repeat a step for every item in a list, and reshape data between steps
- Wait for a delay, or wait until a date
- Ask a person to approve, routed by reporting chain, role or policy
- Ask the AI to analyse or summarise, and use its answer in later steps
Thirteen actions, and every run logged.
A workflow that keeps failing is paused automatically instead of being left to fail again and again.
- Send WhatsApp, email, marketing email or an in-app notification
- Create or update anything in NearSync, from a custom field to a task or an invoice
- Call a webhook to reach another system
- Dry run a workflow before you switch it on
- See every run, the step that failed, and the data it was working with
Access
Who can do what.
Every workflow belongs to a department, and building workflows for your department is a permission on your role. Building across all departments, or calling out to another system, needs a higher one.
See workflows, their runs and what failed.
Dry run any workflow you have access to.
Build and switch on workflows for your department.
Build across every department and call other systems by webhook.
Admin is the highest role and is not constrained by the permission grid, so it is worth keeping to the smallest group that genuinely needs it.
One run, start to finish
One leave request, four departments.
A leave request came in. The workflow checked how long it was, sent it up for approval, updated attendance so payroll had it, and answered the requester on WhatsApp. Every step ran in one flow, and the whole run is logged.
The workflow watches leave requests, so it started on its own.