Feature

Workflow automation for operational handoffs.

Use trigger, condition, and action rules to automate recurring business processes while preserving record context.

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1,248

Workflow runs

98%

Success rate

17

Failed runs

Workflow

How this works in Taskingos

  1. Trigger
  2. Condition
  3. Action
  4. Run history
  5. Report

Visual automation

Build workflows for deals, forms, overdue invoices, task changes, and project milestones.

  • Triggers
  • Conditions
  • Actions
  • Testing

Traceable operations

Every workflow run has step-level visibility and timeline context.

  • Run history
  • Errors
  • Replay
  • Audit trail