AI Workflows

Automate recurring and event-driven jobs without code. Workflows run inside SoftSolz - there is no website widget to embed.

Overview

Schedule jobs to run on a timer, or trigger them when something happens in your workspace. A workflow can:

Email a receivables, payments, or form-submissions summary for a period.
Send an email.
Create an in-app notification.
Send invoice reminders.
Generate recurring invoices.
Mark invoices overdue.
Call an AI agent.

Create a workflow

From the Workflows page, add a trigger - either a schedule (run on a timer) or an event (run when something happens) - then add one or more steps that do the work. Save it and it runs on its own.

Start simple: one trigger plus one step. You can add more steps later without rebuilding the workflow.

Step types

The built-in steps are:

Receivables summary - outstanding, overdue, and collected totals for a period.
Payments received - total collected and payment count for a period.
Form submissions digest - new submissions in a period, for one form or all.
Send email - email a recipient using your workspace branding.
Create notification - drop an in-app notification for your team.
Send invoice reminder - nudge customers with outstanding invoices.
Generate recurring invoice - create invoices on a schedule.
Mark invoices overdue - flip past-due invoices to overdue.
Call an AI agent - hand a task to one of your agents.

Summary steps need a delivery step (email or notification) so the summary has somewhere to go.

Runs

Open the Runs view to see each run's status and history. You can tell at a glance which workflows succeeded, which failed, and when they last ran.

Reference

Building a deeper integration? See the developer guide for endpoints and events: