Feature Adoption · In-page

Suggested Automations

Suggest AI agents and workflows from account data, each with its reason

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Suggested Automations template preview

How to set it up

  1. Add the template to a home or AI page in your app.
  2. Put each card in a condition on an account trait, and merge the trait value into the Why we're suggesting this line.
  3. Target accounts that match each card, and track Set it up clicks.
Collaborator on this template
Collaborator on this template
Key Features
When to use it
A home or AI page
Who it is for
Admins and team leads
What to measure
Set it up clicks; automations turned on

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