Core Concepts
Workflows
Automate your business processes with thoroughbreds.ai’s visual workflow builder.
Workflows let you automate repetitive tasks and connect thoroughbreds.ai to external tools — without writing code (though you can if you want to).
How workflows work
Every workflow has three parts:
- Trigger — What starts the workflow
- Steps — What happens next (one or more actions in sequence)
- Variables — Data that flows between steps
Triggers
| Trigger | When it fires |
|---|---|
| Record event | A record is created, updated, deleted, or upserted |
| Manual | A user clicks a button (on a single record, multiple records, or globally) |
| Schedule | On a recurring interval (cron syntax) |
| Webhook | An external system sends an HTTP POST |
Actions
Workflows can chain any combination of:
- Record operations — Create, update, find, delete, or upsert records
- Send email — Send or draft emails from connected accounts
- HTTP request — Call any external API
- Code — Run custom JavaScript for complex logic
- Branches — If/else conditions to split the workflow path
- Iterator — Loop over arrays of data
- AI Agent — Let an AI agent process data autonomously
- Delay — Wait before continuing
- Form — Collect user input mid-workflow
What you can build
- Send Slack alerts when a deal reaches a certain stage
- Auto-enrich new contacts with data from external APIs
- Detect stale opportunities and notify the owner
- Sync data between thoroughbreds.ai and your billing system
- Generate PDFs or invoices from record data
- Auto-reply to inbound emails matching certain criteria
Full Workflows guide
Detailed reference on triggers, actions, variables, and real-world automation recipes.
