Automation · Workflow Automation
Describe the rule once. KztOne follows it every time.
A workflow is three parts: When a business event happens, If conditions are met, Then KztOne performs authorised actions. Templates get you started; the builder lets you change anything.
- Included in
- Growth and above
- Status
- Available now
- Module
- Automation
- Trial
- Included in the 7-day trial
Triggers from every module
Workflows start from real events: an order is created, stock changes, a payment is confirmed, an invoice becomes overdue, a lead arrives, a WhatsApp message is received, a sync fails, or a schedule fires.
- Event triggers from sales, stock, finance, CRM and WhatsApp
- Schedules (daily, weekly, custom)
- Manual and AI-initiated runs
Actions that do the work
Notify a person or role, send an email or WhatsApp, create a task, prepare a purchase draft, request an approval, update a record, add a tag, call a webhook, run an AI agent or wait. Actions that spend money or contact customers can be gated behind approval.
- Cross-department actions in one workflow
- Approval steps that pause the run until a decision
- Duplicate prevention so the same event never fires twice
Understandable and safe
Test a workflow against a sample event before switching it on. Every run has a history with each step's input, output and outcome. Failed steps are retried and, if they keep failing, routed to a person.
- Test runs with sample data
- Run history per step
- Retries, failure notifications and pause controls
What you get
- Fewer manual chores
- Reminders, alerts and routine updates run themselves.
- Consistency
- Rules are applied the same way every time, by everyone.
- Control
- Approvals and limits keep automation inside your policies.
Questions
- What is an automation action and how many do I get?
- One executed action step in a workflow run is one action. Conditions, triggers and sync events are free. Free includes 200 actions a month, Starter 5,000, Growth 25,000, Business 100,000 and Scale 300,000.
- Is the builder available on Free and Starter?
- Basic workflows from templates are on every plan. The advanced builder with custom conditions, multi-step actions and approvals is on Growth and above.
- Can automation spend money or message customers without asking?
- Only if you build it that way. Actions like purchases, refunds and campaigns can require approval, and the templates are built to request approval by default.
- Which KztOne plan includes workflow automation?
- Workflow Automation is included in the Growth plan and above. Every new workspace gets a 7-day trial of the full platform, so you can try it before choosing a plan.
Related
Approval Workflows
Route purchases, expenses, discounts, refunds and campaigns to the right approver by amount or category. Approve from email, app or WhatsApp. Growth and above.
AI Agents (AI Workforce)
Deploy AI agents that follow up leads, answer support, chase invoices, watch stock and draft campaigns, each with its own tools, credit limits and approvals.
Notifications & Alerts
Get told about low stock, late payments, new orders, pending approvals and failed syncs on the channel you read: in-app, email or WhatsApp. Starter and above.
Inventory Management
Track stock accurately with a movement ledger, low-stock alerts and automatic updates from sales, purchases and returns. Sync stock to WooCommerce. Free trial.
See it with your own data
Create a workspace, import your records and try every feature free for 7 days.