NewAutomation Library

Move your business forward, automatically

Connect the dots across your entire enterprise with smart workflows that handle everything from routing to renewals.

Trigger
Completed
When Deal status updatedDeals

Trigger when a Deal's status is updated.

Completed
AIs status “MQL”?Condition

Continue if the Deal’s status is “MQL”.

Completed
Send action buttons to SlackStack

Send a summary and action buttons to Slack.

Enterprise leadSMB lead
Completed
Add to “Enterprise” sequenceOutreach

Add Deal’s PoC to “Enterprise” sequence.

Add to “SMB” sequenceOutreach

Add Deal’s PoC to “SMB” sequence.

Sensio Nexahome
Samyang
Imperial Pictures
Surya Wijaya Triindo
CSM Travel
Surya Abadi Dutaindo

Automate your way to operational excellence.

XY Automate is the perfect way to drive efficiency forward.

  • Get full context on users across your whole organization by automatically combining product and CRM data.

Example automations: churn monitor, MRR watcher, seat count watcher

Triggers

Set your automation in motion with smart triggers responding to internal events or third-party webhooks.

Actions

Build highly accurate workflows by tailoring each operational step to your business rules.

Artificial Intelligence

Unlock next-level automation using AI to extract context and process unstructured information seamlessly.

Integrate automations across your entire ecosystem.

Connect your legacy software, modern apps, and databases to orchestrate end-to-end business operations seamlessly.

Outreach / HubSpot

Outreach / HubSpot

Auto-enrich prospect profiles and trigger tailored email sequences based on real-time interactions.

Typeform

Typeform

Extract submission data instantly, validate inputs using AI, and route clean data into your internal systems.

Slack

Slack

Bridge chat apps with legacy software. Share operational context and trigger bot actions via slash commands.

Mailchimp

Mailchimp

Keep audiences perfectly synced by automatically updating subscriber lists from backend database changes.

Mixmax

Mixmax

Monitor shared inboxes, auto-parse incoming email attachments, and inject relevant data into your pipelines.

Webhooks

Webhooks

Build custom integrations with any tool in your stack for seamless data flow between CDPs and legacy infrastructure.

Keep your operations in sync.

Zero manual follow-ups. Build automated communication sequences that instantly engage your users and stakeholders at the perfect moment.

  • Engage your users instantly by setting up automated, data-driven notification and onboarding flows the moment a milestone is hit.

Delegated-sender invite panel with workspace members
XY Intelligence

Building secure, explainable, and impactful AI solutions for enterprise and government.