Azeosoft Workflow

Workflow	Status	Started	Duration
SNew lead follow-upSalesforce → Gmail	Success	2 min ago	1.2s
▦Sync weekly reportGoogle Sheets → Slack	Success	18 min ago	3.8s
FCustomer feedbackForm → Notion	Success	1 hr ago	2.1s

Workflow 29by AzeosoftExit setup

ACAZEO CENTRAL

Choose your organization

Your organization keeps workflows, connected applications, and business information safely separated.

Managed by Azeo CentralYour sign-in, organizations, and primary role stay in one secure Azeosoft account.

WELCOME TO WORKFLOW 29

What would you like to improve first?

We’ll personalize recommendations for Azeosoft Web. You can change this later.

YOUR AZEOSOFT PRODUCTS

Connect the apps for your first automation

Only the permissions explained below will be requested.

C29

CRM 29Eligible • Included in your subscription

Ready

TM

Task ManagementEligible • Included in your subscription

Ready

For the recommended lead follow-upWorkflow 29 will view new lead status and owner, then create an assigned follow-up task. It will not message customers automatically.

YOU’RE READY

Your first recommendation is ready

Start with a guided setup that takes about two minutes.

C29→TMRECOMMENDED

Follow up every qualified CRM lead

When a qualified lead arrives, create a task for its owner and escalate only when it remains incomplete.

Uses CRM lead status and owner
Creates a Task Management task
Includes a safe test before activation

Automation library

Workflows

Create, monitor, and organize every automated process.

New automation

How would you like to build?

Start simple, ask AI for help, or take full control.

Safe by default

Every mode shows which information is accessed, runs a test, and asks you to confirm before activation.

Template marketplace

Automate a business outcome

Start with an Azeosoft-designed process and make it yours.

C29→TMMVP

SALES • 5 STEPS

Follow up every qualified CRM lead

Create a task, notify the executive, wait, and escalate only when the task remains incomplete.

Saves ~4 hours/week

H29→T29MVP

PEOPLE • 5 STEPS

Coordinate approved employee onboarding

Request authorization, set up eligible access, assign tasks, and notify the new employee’s manager.

Approval required

A29→C29MVP

FIELD WORK • 4 STEPS

Continue work after an approved field visit

Update the customer timeline, create a follow-up task, and notify the account owner.

Saves ~2 hours/week

T29→H29MVP

PEOPLE • 4 STEPS

Route timesheets for manager review

Share an authorized summary for human review and record the approved outcome.

Human decision protected

HD→TMMVP

SUPPORT • 4 STEPS

Escalate high-priority support tickets

Assign the right team, start an SLA timer, and escalate unresolved work.

Respond 36% faster

I29→C29MVP

FINANCE • 4 STEPS

Create an overdue invoice reminder

Check applicable conditions, create a reminder task, and notify the responsible executive.

No automatic customer message

WF→C29PHASE 2

SALES • 5 STEPS

Turn web forms into assigned CRM leads

Validate, prevent duplicates, create the lead, assign a salesperson, and acknowledge receipt.

Duplicate check included

A→RPHASE 2

REPORTING • SCHEDULED

Send an approved morning summary

Collect authorized business summaries, compile a readable report, and notify the manager.

Runs every weekday

No matching templates

Try another phrase, or start with Easy Automation.

AI Automation Assistant

PHASE 2 PREVIEW

What would you like to automate?

Describe a business outcome. I’ll ask for missing details and never activate anything without your confirmation.

100%

✥ Drag apps here, then connect their ports

✓

Test completed4 modules ran in 1.4 seconds

ADVANCED STUDIO Saved

100%

Monitoring

Activity

See what ran, what information was used, and what needs attention.

1,268Successful runs

16Need attention

42.5hEstimated time saved

98

Excellent health2 recommendations

Workflow	Result	Started	Duration	Usage
CQualified lead follow-upRun #1284	Success	2 min ago	1.2s	4 steps
IOverdue invoice follow-upRun #1283	Failed	18 min ago	2.8s	2 of 4
AField visit follow-upRun #1282	Success	1 hr ago	2.1s	4 steps
RMorning management summaryRun #1281	Skipped duplicate	3 hrs ago	0.4s	1 step

Integration ecosystem

Connections

Manage which applications Workflow 29 can use for this organization.

Organization-scoped connections

These connections are shared only inside Azeosoft Web. Switching organizations never carries access across.

C29

Connected

CRM 29

Leads, contacts, pipeline stages, customers, and follow-ups.

6 proposed triggers9 proposed actions

T29

Connected

Tracker 29

Projects, authorized time summaries, approvals, and work status.

4 proposed triggers5 proposed actions

H29

Available to connect

HRM 29

Employees, onboarding, leave, attendance, shifts, and approvals.

Admin approval required

A29

Reconnect soon

Activity 29

Approved visits, field forms, location-authorized activities, and tasks.

Credentials expire in 3 days

TM

Available to connect

Task Management

Tasks, projects, assignments, deadlines, and progress updates.

5 proposed triggers8 proposed actions

HD

Subscription required

Helpdesk 29

Tickets, assignments, escalations, priority, and SLA events.

Helpdesk 29 plan needed

I29

Available to connect

Invoice 29

Invoices, due dates, payment status, and internal reminders.

3 proposed triggers4 proposed actions

P29

Planned

POS 29

Transactions, store operations, and sales events.

Target: Later phase

G

Proposed

Gmail

Send messages and react to authorized mailbox events.

S

Proposed

Slack

Send channel updates and approval notifications.

GS

Proposed

Google Sheets

Read and append authorized worksheet information.

API

Later

Custom connector

Developer-managed APIs and organization connectors.

Human approval center

Approvals

Review consequential workflow actions before they continue.

H29

EMPLOYEE ONBOARDING

Approve product access for Riya Kapoor

Due in 2h

HRM 29 is requesting eligible access to Tracker 29 and Activity 29 before onboarding tasks continue.

Requested byEmployee onboarding workflowOrganizationAzeosoft Web

T29

TIMESHEET MANAGER REVIEW

Review October time summary

Tomorrow

Review the authorized project summary for the Product Design team. No monitoring detail or payroll decision is included.

TeamProduct DesignSubmitted by8 members

Admin control center

Application access

Choose which configured applications employees can use inside Workflow 29.

Availability is separate from connection status

Connecting an application makes it technically usable. Enabling it below makes it visible to Managers and Users according to their role permissions.

ADMIN ONLY

6Enabled applications

3Azeosoft products

3External apps

12Employees covered

C29Connected

CRM 29

Leads, contacts, pipeline stages, customers, and follow-ups.

Available toManagers and Users

Available in workflowsEmployees can use approved CRM modules.

TMConnected

Task Management

Tasks, projects, assignments, deadlines, and progress.

Available toManagers and Users

Available in workflowsEmployees can create approved tasks.

T29Connected

Tracker 29

Projects, approved time summaries, and work status.

Restricted dataApproved summaries only

Available in workflowsRequires human review for employee actions.

SLConnected

Slack

Team notifications in approved organization channels.

Available toManagers and Users

Available in workflowsOnly approved channels can be selected.

GSConnected

Google Sheets

Read or append information in approved spreadsheets.

Manager onlyUsers cannot browse sheets

Available in workflowsRestricted to Manager role.

GConnected

Gmail

Send approved operational messages from a shared account.

Manager onlyPublishing requires Admin review

Available in workflowsOutbound messages are audited.

H29Not connected

HRM 29

Employees, onboarding, leave, attendance, and approvals.

Connection requiredConnect before making available

Available in workflowsUnavailable until connected.

A29Reconnect

Activity 29

Approved visits, field forms, and authorized activities.

Temporarily hiddenCredentials expire soon

Available in workflowsReconnect to enable safely.

Governance

Orchestration permissions

Decide what each role can build, publish, run, and approve.

AD

FULL CONTROL

Admin

Configures applications, connections, organization policies, billing, security, and audit.

12 permissions

MG

ORCHESTRATE

Manager

Builds with Admin-approved apps, manages operations, and handles assigned approvals.

8 permissions

US

PARTICIPATE

User

Uses published automations, runs allowed actions, and sees assigned activity.

4 permissions

Automation analytics

Value and health

Understand performance, estimated value, and where to improve.

PHASE 2 PREVIEW

92Health score

ORGANIZATION AUTOMATION HEALTH

Your automations are working well

Two workflows could be improved. Fixing them may prevent about 11 failed runs next month.

42.5 hoursEstimated time saved

1,284Tasks handled

98.7%Successful runs

Runs over time

Last 7 days

+18.4%

MonTueWedThuFriSatSun

Health recommendations

Prioritized by impact

Reconnect Activity 29

Credentials expire in 3 days and affect two workflows.

Adjust invoice retry timing

Most failures recover after a 10-minute delay.

Organization access

Team and roles

Permissions come from Azeo Central and can be refined for Workflow 29.

12Members

3Workflow builders

4Approvers

2Pending invites

Member	Azeo Central role	Workflow 29 access	Status
PSPriya Sharmapriya@azeosoft.com	Administrator	Builder + approver	Active
AMArjun Mehtaarjun@azeosoft.com	Member	Operator	Active
RKRiya Kapoorriya@azeosoft.com	Member	Viewer	Invited

Administration

Organization settings

Policies and limits for the current Workflow 29 workspace.

Workspace details

Organization identity is managed centrally.

Workspace nameDefault time zone

Creation defaults

Easy Automation as defaultShow guided templates before advanced tools.Require a successful testBuilders must pass a safe test before publishing.

Workflow permissions

Define what each effective role can do.

Workflow buildersCreate and edit workflows

OperatorsMonitor runs and retry failures

ApproversReview requested actions

Notifications

Workflow failuresNotify builders when a run needs attention.Approval remindersRemind approvers before the due time.Usage warningsAlert admins at 80% and 100% of plan usage.

Usage this month

12,840 of 20,000 runs64%

At the current rate, you’ll use approximately 17,900 runs this month.

Workflow 29 Business

Your subscription and Azeosoft product entitlements are managed by organization owners.

CURRENT PLANBusiness

20,000 runs • 10 builders • shared connections

Audit log

Consequential activity across workflows, approvals, and connections.

Priya Sharma published Qualified lead routingToday, 10:42 • Version 8 • Azeosoft Web

Arjun Mehta approved employee accessYesterday, 16:18 • Approval #AP-294

CRM 29 connection permissions updatedOct 30, 11:04 • By Workspace Administrator

Security controls

Block cross-organization data movementAlways enabled. Workflows cannot read from another organization.Require approval for employee-related actionsApplies to access, monitoring summaries, and sensitive changes.Hide technical execution detailsShow plain-language errors by default.

Good morning, Azeosoft.

Your workflows

Recent activity

Choose your organization

What would you like to improve first?

Connect the apps for your first automation

Your first recommendation is ready

Follow up every qualified CRM lead

Workflows

How would you like to build?

Answer a few questions

Describe what you need

Build on a visual canvas

Automate a business outcome

Follow up every qualified CRM lead

Coordinate approved employee onboarding

Continue work after an approved field visit

Route timesheets for manager review

Escalate high-priority support tickets

Create an overdue invoice reminder

Turn web forms into assigned CRM leads

Send an approved morning summary

No matching templates

AI Automation Assistant

What would you like to automate?

Activity

Connections

CRM 29

Tracker 29

HRM 29

Activity 29

Task Management

Helpdesk 29

Invoice 29

POS 29

Gmail

Slack

Google Sheets

Custom connector

Approvals

Approve product access for Riya Kapoor

Review October time summary

Application access

CRM 29

Task Management

Tracker 29

Slack

Google Sheets

Gmail

HRM 29

Activity 29

Orchestration permissions

Admin

Manager

User

Role capability matrix

Value and health

Your automations are working well

Runs over time

Health recommendations

Team and roles

Organization settings

Workspace details

Creation defaults

Workflow permissions

Notifications

Usage this month

Workflow 29 Business

Audit log

Security controls