Automations
Automations, sequences, conversation flows, and tasks.
Company· 4 articles · 4 min of reading in total
Automations and tasks
Message after signup, reminder before the meeting, task when the deal changes stage. You set it up once, with triggers and conditions, and Cognizy runs it every day.
- Types of automationVisual automations: Triggers, conditions, and actions on one board, no coding required. Start with a template and track each run.; Sequences: Messages, waits…1 min read
- How to build an automationform submitted, tag, pipeline stage, message received, date or time. messages, waits, conditions, tags, tasks, and alerts.1 min read
- TasksMy tasks shows what’s yours; Boards organize the team’s work into columns.1 min read
- For those who have their own systemThe public API, webhooks, and the MCP server connect Cognizy to your system and your own AI agents.1 min read