AI workflow automation
Work,Automated.
Connect your team's tools, turn repetitive processes into intelligent workflows, and let NEXA handle the work between them.
01The problem
Your team shouldn't have to move the work.
Most operational work is carrying information between tools. A lead lands in the CRM, gets exported to a spreadsheet, discussed in Slack, followed up by email, rebuilt on a project board and summarized again for a report.
Today
Six tools, five handoffs, one person in the middle.
- CRM
- Spreadsheet
- Slack
- Project board
- Report
With NEXA
One workflow reads and writes to every tool. People review what matters.
- CRM
- Spreadsheet
- Slack
- Project board
- Report
NEXA connects the work.
A workflow picks up the event, does the research and the writing, and updates every tool on the way. Your team steps in only where judgment is needed — approving, calling, deciding.
02Product
One place for the work between your tools.
Workflows, runs, tasks, AI and analytics share one workspace, so the people who own a process can see it, change it and trust it.
Good morning.
Here's what NEXA handled in the demo workspace since yesterday.
- Active workflows
- 5
- Runs today
- 1,284
- Pending tasks
- 7
- Recent activity
- 342
Workflow runs
System activity
Lead enrichment scored Aldercrest Logistics 86/100
Drafted reply to Amara Nwosu for Sarah's review
Invoice INV-20931 is waiting for Daniel's approval
Customer onboarding created kickoff for Tessellate Foods
Support escalation failed: payload missing ticket_id
Weekly reporting posted the Monday brief to #ops
Recent workflows
- HsLead enrichment
New contact in HubSpot
Active - HsCustomer onboarding
Deal moved to Closed won
Active - ScWeekly reporting
Every Monday, 08:00
Active - WhSupport escalation
Ticket tagged urgent
Needs attention - GmInvoice processing
Email to invoices@
Active
Recent tasks
Call Amara Nwosu re: EU rollout
Lead enrichment · Due Thu
Approve invoice INV-20931 from Kestrel Supply
Invoice processing · Due Today
Review escalation: export failing for Moraine Health
Support escalation · Due Today
Kickoff call with Tessellate Foods
Customer onboarding · Due Fri
Fix webhook payload mapping
Support escalation · Due Today
Check Q3 campaign sheet before resuming workflow
Campaign reporting · Due Wed
Workflows
Every process in one list, with its trigger, owner and last run.
Tasks
When a workflow needs a person, the task lands with context attached.
Assistant
Describe a process in plain language and review the draft it builds.
Analytics
Volume, failures and waiting time, per workflow and per step.
03Workflow automation
Build it once. NEXA runs it every time.
Triggers, AI steps and actions in one readable flow. Run it to watch the data move, and open any step to see exactly what it received and produced.
Enterprise lead routing
Starts when a contact is created with company size over 500.
- Amara Nwosu, VP Operations
- Aldercrest Logistics
- Pricing page form
Step 01Trigger
New enterprise lead enters CRM
Starts when a contact is created with company size over 500.
- Amara Nwosu, VP Operations
- Aldercrest Logistics
- Pricing page form
Run log
- Press “Run workflow” to execute with sample data.
04AI
Turn a process into an automation.
Describe the process the way you'd explain it to a colleague. NEXA proposes the trigger, steps and owners — and nothing runs until someone reviews it.
Assistant
Describe a process, or pick an example below.
05Use cases
Built around how teams already work.
Five teams, one pattern: an event starts the work, AI does the reading and writing, people make the calls.
Sales
Automate lead research and follow-up.
Every new lead arrives with a brief, a fit score and a drafted reply, so reps spend their time on conversations instead of tabs.
- TriggerNew lead in CRM
- AIResearch company
- AIScore fit
- ActionDraft reply
- ActionCreate follow-up
- A brief exists before first contact
- Reps edit drafts instead of starting blank
- Follow-ups are created, not remembered
06Integrations
Works with the tools your team already uses.
Designed to connect with the tools your team already uses: NEXA reads the events that start work and writes results back where people will see them.
Concept integrations
| Tool | NEXA reads | NEXA writes |
|---|---|---|
| HsHubSpot | New contacts, deal stage changes | Company fields, notes, lead score |
| SfSalesforce | Leads, opportunities, accounts | Owner, stage, activity history |
| SlSlack | Approval replies, slash commands | Messages, threads, approval requests |
| GmGmail | Labelled threads, attachments | Drafts for review, sent replies |
| NoNotion | Database rows, page properties | Pages, database entries |
| LiLinear | Issue status, comments | Issues, labels, assignees |
| GsGoogle Sheets | Rows, named ranges | Rows, report tabs |
- Hs
HubSpot
- Reads
- New contacts, deal stage changes
- Writes
- Company fields, notes, lead score
- Sf
Salesforce
- Reads
- Leads, opportunities, accounts
- Writes
- Owner, stage, activity history
- Sl
Slack
- Reads
- Approval replies, slash commands
- Writes
- Messages, threads, approval requests
- Gm
Gmail
- Reads
- Labelled threads, attachments
- Writes
- Drafts for review, sent replies
- No
Notion
- Reads
- Database rows, page properties
- Writes
- Pages, database entries
- Li
Linear
- Reads
- Issue status, comments
- Writes
- Issues, labels, assignees
- Gs
Google Sheets
- Reads
- Rows, named ranges
- Writes
- Rows, report tabs
Integrations shown are conceptual. NEXA is a fictional product and is not affiliated with, endorsed by, or connected to any of these companies. Product names are trademarks of their respective owners.
07Analytics
See what your workflows are doing.
Every run is recorded step by step, so you can see volume, failures and the places people are still needed.
Demo data · not real usage
- Runs and success rate per workflow
- Where runs are waiting on people
- Failures, with the step that caused them
- Which workflows carry the most work
- Workflow runs
- 48,210
- Tasks automated
- 12,904
- Successful executions
- 98.6%
- Median run time
- 6.2s
Workflow runs
Execution history
- Lead enrichment
- Lead enrichment
- Invoice processing
- Customer onboarding
- Support escalation
- Lead enrichment
Automation breakdown
- Lead enrichment
- Invoice processing
- Support escalation
- Customer onboarding
- Succeeded
- Waiting on a person
- Failed
08Pricing
Plans that grow with your workflows.
Priced per workspace, with runs included. Every plan includes AI steps.
Concept pricing
Starter
$29per workspace / month
For a small team automating its first processes.
- 10 active workflows
- AI steps with shared model limits
- Core integrations
- 7-day run history
Growth
Recommended$99per workspace / month
For teams running automation across several functions.
- Unlimited workflows
- Approvals in Slack and email
- Conditions and branching
- 90-day run history
- Analytics
Scale
$349per workspace / month
For operations teams with governance requirements.
- Role-based permissions
- Audit log export
- Custom data retention
- SSO (SAML)
- Priority support
Concept pricing for a fictional product — there is nothing to buy.
Give your team
back its time.
Build the workflows that keep your business moving.