Workflows — Product updates

The redesigned page makes automation more intuitive with starter prompts, ready-made templates, every trigger, and a blank canvas.

Hey there! We've made it more intuitive to automate common GovCon work. The New Workflow page brings starter prompts, ready-made templates, every trigger, a blank canvas, and workflow guides into one place.

Branch one workflow step into several actions that run side by side, so independent work finishes faster and stays easy to follow.

We've added a faster, more natural way to automate work that needs to happen at the same time: Parallel Workflow Steps. One step can now branch into several next actions, so your workflow can save a report, email your…

Two new workflow building blocks drop the documents your automations generate straight into the Drive or SharePoint folder you choose.

We've just added two new building blocks to your automations: Google Drive & SharePoint nodes. When an AI Agent in your workflow produces a document, drop in a Drive or SharePoint node and that file lands straight in…

Describe what should happen and when, and CLEATUS builds the whole workflow for you (trigger, steps, and all) ready to review in the editor.

Hey there! 👋 We've just shipped the fastest way yet to automate your GovCon operations: Plain-English Workflow Creation. Describe what you want to happen and when, and CLEATUS assembles the whole workflow for you…

Point a workflow agent at a pursuit and it reads the real proposal drafts directly — no exporting, no re-uploading.

We've connected your automations to the work you're actually doing: AI Workflows can now pull straight from your proposal workspace with bid package access. Point an agent at a pursuit and it can list and read every…

Build a custom pipeline view once, share it with your team, and keep everyone working from the same pursuits, filters, and columns.

Your saved pipeline views are no longer just for you. With Shared pipeline views, you can build a custom view once, share it with your team, and everyone sees the same set of pursuits, filters, and columns — kept in…

Your workflows can now write and file real documents — Word, PDF, or CSV — straight to a pursuit or your Document Hub, ready to attach to an email.

Your workflows can now produce real files, not just notifications. With Document Generation in Workflows, an AI Agent step writes the document — a Word file, PDF, or CSV — and a new Save Document step files it straight…

A new Wait for build toggle on the Start Proposal step lets you hold for the full build or continue downstream the moment it kicks off.

Some workflow steps need a finished proposal to act on; others just need the build to kick off. With the new Wait for build toggle on the Start Proposal step, you decide which — keep waiting for the full build, or…

Automated workflow emails can now embed KPI strips, tables, and highlight callouts that render right in the inbox.

Your automated emails no longer have to be plain walls of text. We've made workflow emails a lot more useful with visual workflow emails. When an AI Agent step writes an email, it can now format the whole message and…

The Add to Pipeline action now applies the tags you choose, so new contracts land already sorted by business line, priority, or whatever your team tracks.

We've made your automations even smarter: the Add to Pipeline workflow action now tags your pursuits for you. When a workflow drops a new contract into your pipeline, it applies the tags you've chosen right away — so…