AUT

Automation Engine

Set the rules. Let the system execute.

Workflow rules, approval chains, sales sequences, custom automations. No-code, AI-assisted.

How it connects

Workflows can send emails, update CRM fields, create tasks, call webhooks
Sequences log a CRM activity for each step
Approval outcomes notify the people involved
Every workflow run is logged, so you can see what succeeded, failed or was skipped

What you can do in Automation Engine.

Each area below describes the task it helps your team with and how it connects to the rest of Sentinel.

How it connects

Workflow steps can call webhooks from the Integration Framework, add contacts to CRM sequences and send emails.

Features

Start a workflow from events such as a deal stage change, a new contact or a new ticket
Create a workflow with a name, description and trigger, and switch it on straight away if you like
Turn any workflow on or off
Open a workflow to see and add its steps
Steps can send an email, update a field, create a task, send a notification, wait, call a webhook or add a contact to a sequence
A recent runs panel shows whether each run succeeded, failed or was skipped

How it connects

When an approval is completed or rejected, the people involved are notified in the app. Approval processes can be linked to Commerce quote approvals.

Features

Build multi-stage approval chains and choose the approver for each stage
An approval queue that shows each request's progress, stage by stage, in color
Approve or reject with an optional comment
A request moves to the next stage as soon as a step is approved
The request is approved once every stage is complete
Approvers and requesters are notified in the app
A process library showing each process, whether it is active and how many requests it has

How it connects

Sequence progress is visible from CRM Contact detail pages. Email steps are sent as email, and WhatsApp steps go through the Communication Hub.

Features

Create a sequence with a name and description
Activate or pause any sequence
Build steps for email, calls, WhatsApp, LinkedIn, waits and tasks, with delays and templates
Enroll contacts in a sequence, or take them out, from the Contact detail page
Sequences move through their steps on schedule, respecting the delays you set
Each call or task step is logged as a CRM activity
A recent enrollments panel shows each contact, their sequence, status and current step