> ## Documentation Index
> Fetch the complete documentation index at: https://docs.get-clara.tech/llms.txt
> Use this file to discover all available pages before exploring further.

# Workflows

> Automate your business processes with Clara's visual workflow builder.

Workflows let you automate repetitive tasks and connect Clara to external tools — without writing code (though you can if you want to).

## How workflows work

Every workflow has three parts:

1. **Trigger** — What starts the workflow
2. **Steps** — What happens next (one or more actions in sequence)
3. **Variables** — Data that flows between steps

## Triggers

| Trigger          | When it fires                                                              |
| ---------------- | -------------------------------------------------------------------------- |
| **Record event** | A record is created, updated, deleted, or upserted                         |
| **Manual**       | A user clicks a button (on a single record, multiple records, or globally) |
| **Schedule**     | On a recurring interval (cron syntax)                                      |
| **Webhook**      | An external system sends an HTTP POST                                      |

## Actions

Workflows can chain any combination of:

* **Record operations** — Create, update, find, delete, or upsert records
* **Send email** — Send or draft emails from connected accounts
* **HTTP request** — Call any external API
* **Code** — Run custom JavaScript for complex logic
* **Branches** — If/else conditions to split the workflow path
* **Iterator** — Loop over arrays of data
* **AI Agent** — Let an AI agent process data autonomously
* **Delay** — Wait before continuing
* **Form** — Collect user input mid-workflow

## What you can build

* Send Slack alerts when a deal reaches a certain stage
* Auto-enrich new contacts with data from external APIs
* Detect stale opportunities and notify the owner
* Sync data between Clara and your billing system
* Generate PDFs or invoices from record data
* Auto-reply to inbound emails matching certain criteria

<Card title="Full Workflows guide" icon="arrow-right" href="/user-guide/workflows/overview">
  Detailed reference on triggers, actions, variables, and real-world automation recipes.
</Card>
