Product Updates Everything new in CLEATUS, as it ships: Workflows, Page 2

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…

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.