Automate Team Workflows with AI and Smart Triggers
Automate team workflows by turning chat conversations into running processes. AI creates automations, status changes trigger actions, and smart assignment rules keep work flowing to the right people.
How Teams Automate Their Work
From chat to automation in minutes.
AI Creates Workflows from Chat
Mention a repeating process in chat and your AI coworker offers to automate it. Describe the steps conversationally and AI turns the conversation into a running workflow.
Actions Triggered by Status Changes
When a task moves to "Done," automatically notify a stakeholder, update a doc, or create a follow-up task. Status changes drive the workflow forward without anyone clicking buttons.
Smart Assignment Rules
Define who handles what based on task type, project, or workload. New tasks are automatically assigned to the right person. Reassignment happens automatically when someone is out.
Automation Across Projects
Workflows that span multiple projects keep cross-functional work moving. Completing a design task triggers a development task in a separate project with context carried over.
Why Teams Automate with Trilo
AI-driven automation that fits your team's workflow.
Automate from Conversation
Spot a repeating pattern in chat? AI turns it into an automation right there. No need to switch to a separate workflow builder.
Right Person, Automatically
Assignment rules ensure work lands with the right person every time. No manual triage or delegation needed.
Works Across Projects
Automations span your entire workspace. Design, development, QA, and launch run as one connected flow.
Questions About Team Automation
What teams ask about automating their workflows.
Yes. Describe a process in chat and AI identifies the steps, creates the workflow, and suggests assignments. You review and activate it. This works because AI has context about your projects, team members, and existing processes.
Status changes, due date arrivals, new task creation, form submissions, scheduled times, and external events from connected tools. You can combine multiple triggers for complex automation scenarios.
Set backup assignees for each role. When someone marks themselves as away, their workflow tasks automatically route to their backup. The primary assignee gets caught up when they return.
Yes. A workflow can create tasks in any project, send messages to any channel, and update documents across the workspace. This is especially useful for cross-functional processes like product launches.
Related Features
Turn team conversations into automations
AI-powered workflows, smart assignment, and cross-project automation. Start free.