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Automations

If this happens, that happens.

14 triggers, 11 actions, conditional branches, and an AI step — build workflows that span every capability without writing a line of code. Or just describe it to Claude.

Deal Won FlowActive · 38 runs

Deal stage = Won

trigger

Send WhatsApp

action

Wait 2 days

wait

Create invoice

action

Assign onboarding task

action

12

Active flows

47

Runs today

183

Actions fired

What's inside

Trigger-based FlowsMulti-step WorkflowsConditional BranchesTime DelaysCRM TriggersCampaign TriggersTicket TriggersInvoice TriggersWebhook ActionsEmail ActionsWhatsApp ActionsAI Step

Daily workflow

A day in Divya's automations workspace.

Morning
1

Morning

Divya builds a deal-won flow.

Trigger: Deal marked Won. Action 1: Send a WhatsApp thank-you to the contact. Action 2: Wait 10 minutes. Action 3: Create a draft invoice in Finance. Action 4: Assign an onboarding task to the CSM. Divya builds this in 6 minutes on the canvas.

"Flow activated. Trigger: deal.stage = Won. 4 actions configured."

Midday
2

Midday

An SLA breach triggers a 3-step escalation.

A support ticket exceeds its 4-hour SLA. Sentinel fires the escalation workflow: notifies the team lead via WhatsApp, reassigns the ticket to the senior agent, and sends the customer an apology email with a ₹200 credit offer — all in 30 seconds.

"Ticket #1842 SLA breach → escalation flow fired. 3 steps executed."

Evening
3

Evening

Claude suggests a missing workflow.

Divya asks Claude: 'What automation are we missing that would save the most time?' Claude reviews recent manual patterns in the activity log and identifies that the team is manually sending payment reminders for 80% of overdue invoices. It drafts the reminder flow for review.

"Suggested: Invoice overdue flow. Estimated: 3h/week saved. Review draft?"

Everything your team needs to automate.

14 Trigger Types

Trigger workflows from any event in Sentinel: deal stage change, ticket created, invoice overdue, form submission, campaign click, date-based, and more.

11 Action Types

Send email, send WhatsApp, create task, update CRM field, move deal stage, create invoice, assign ticket, call webhook, wait, branch, and run AI step.

Conditional Branches

If/else logic based on any CRM field, deal value, ticket priority, or contact property. Build flows that behave differently per context — without code.

Time Delays

Wait X hours, wait until business hours, wait until a specific date. Combine delays with conditions to build nurture and follow-up sequences of any complexity.

AI Step

AI

Drop an AI step anywhere in a workflow. Claude reads the context, drafts a message, summarises a ticket, scores a lead, or makes a classification — mid-flow.

Webhook Actions

Send a POST to any URL with a configurable JSON payload. Trigger Zapier, Make, or your own API from any Sentinel event.

Flow History

Every run is logged with the triggering event, each step outcome, and any errors. Debug a single run or review aggregate performance across all executions.

Visual Flow Builder

Drag-and-drop canvas. Add nodes, connect them, set conditions. No YAML, no JSON. Preview the trigger and test with a live record before activating.

AI Flow Builder

AI

Describe what you want in plain language — 'when a deal is marked won, send a thank you WhatsApp and create an invoice' — Claude builds the flow for you to review.

AI
AI Copilot
AI Flow BuilderAI StepPattern Detection

Describe the workflow. Claude builds it.

Tell Claude what you want to automate in plain language. It assembles the trigger, actions, conditions, and delays into a ready-to-review flow on the canvas. For more complex flows, it explains each step and suggests edge cases you might have missed.

AI

Sentinel AI

● Active
Ask anything…

Cross-connections

Automations connect every capability.

AutomationsSales

Deal stage changes fire sequences, follow-up tasks, and internal notifications — the whole pipeline moves without manual nudges.

Learn more →
AutomationsMarketing

Form submissions, email clicks, and page visits trigger segment updates and drip enrolments the moment they happen.

Learn more →
AutomationsSupport

SLA breaches, high-frustration messages, and repeat complainants all have workflows behind them — no manual monitoring needed.

Learn more →

14 trigger types·11 action types·AI step available in every flow

Ready to automate your whole team on Sentinel?

Book a 20-minute walkthrough and see a live flow builder with real triggers.