Workflows — Product updates — Page 2

Trigger your manual workflows on a specific contract without leaving the pursuit page — automations right where the work happens.

We've added a faster way to put your automations to work: the new Run Workflow button. It lets you trigger any of your manual workflows on a specific contract, right from the pursuit page — so you can act in the moment…

The home agent can now create workflows from scratch — describe what you want automated and it handles the rest without leaving the conversation.

Quick update for everyone using workflows! The home agent just got even more capable: you can now create brand-new workflows from scratch directly in the home chat. Describe what you want automated and the agent builds…

CLEATUS now automatically snapshots your workflow on every change — by you or by the AI agent — and gives you a complete edit history you can browse and restore from at any time.

Accidentally deleting a workflow step or having an agent edit go wrong is now recoverable. We've added automatic snapshots and a full edit history with one-click restore.

Fire workflows on custom alerts, send emails as a standalone action, remove pursuits from pipeline, and log notes — plus AI Extract and AI Agent are now a single unified step.

Workflows just got more powerful. A new trigger, three new actions, and a cleaner AI step structure.

The AI Workflow Builder lets you describe changes to your workflow in plain English — the agent creates nodes, wires edges, and updates configs in real-time on the canvas.

Workflows are powerful, but visual node editors can get complex fast. We've added a shortcut: just tell the AI what you want, and it builds it.

Build multi-step automations that fire on real events in your account — new contract matches, pipeline changes, and more — with AI steps, Slack notifications, and email alerts.

This is a big one. We've shipped Automation — a new section in the sidebar that brings Workflows and Prompt Library together under one roof. It's in beta, but it's live and ready to use today.

You can now create teams in CLEATUS and collaborate like never before.

We've just added a powerful new way to keep your team aligned on every contract pursuit: Tasks with calendar view.

Hi everyone! We’ve released a major update to Pursuits, making it more powerful, customizable, and reliable.

We're excited to announce a complete redesign of the Document Hub! Managing your documents just got faster, easier, and more intuitive.