CRM automation that never misses a follow-up

Routine tasks and reminders fire on their own, and Tribe AI handles whatever isn’t already covered.

✦ Standard automations catch routine follow-ups without any setup
✦ Tribe AI creates custom ones from a plain-language description
✦ Every automation runs the moment its trigger is met

Routine tasks and reminders fire on their own, and Tribe AI handles whatever isn’t already covered.

✦ Standard automations catch routine follow-ups without any setup
✦ Tribe AI creates custom ones from a plain-language description
✦ Every automation runs the moment its trigger is met

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Follow-up shouldn't depend on how busy someone is

Watch what happens when it’s automated instead.

The follow-up sends itself

Routine follow-ups go out whenever you need them to.

Covers common follow-ups: emails, ticket replies, task notifications
Turns on with a single toggle
Refine it in conversation before saving

AI creates custom automations

Build CRM workflow automations yourself, without waiting on IT.

Describe what you want, Tribe AI sets it up
Includes conditions and delays
Refine it in conversation before saving

The right person gets it, automatically

A new lead reaches the right rep in seconds.

Set a rule once, new leads and deals route themselves
No unassigned queue to check
Goes straight to the right team member

“It saves an incredible amount of time – I can’t imagine how we used to do it.”

Jelle Dröge • Functional administrator at Verdi Fit

Try it on your own tasks and follow-ups

No credit card or commitment, see how it handles your process.

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FAQ about Tribe CRM workflow automation

What is CRM workflow automation?

Workflow automation means Tribe carries out routine actions for you, such as sending an email, creating a task or updating a field, automatically when a condition is met, rather than someone doing it manually each instance.

What's the difference between standard and custom automations?

Standard automations are ready-made and come with Tribe. Custom automations are ones you build yourself, either manually or by using Tribe AI.

How does Tribe AI build an automation for me?

You describe what you want, for example a notification when a deal passes a certain value, and Tribe AI sets up the trigger and action for you. You can keep refining it before saving, and edit it manually at any point after.

Do I need training to set up an automation?

No. Describe what you want to Tribe’s AI, and it generates the automation for you. Check the result, save it, and it’s ready to run.

How is this different from other workflow automation CRM tools?

Many workflow automation CRM tools require configuring every condition manually. Tribe includes ready-made automations for common tasks, and lets you create custom ones manually or via Tribe AI.

Do I need to set anything up before using workflow automations?

Yes, workflow automations need to be switched on for your account first.

Which plans include Workflow Automations?

Workflow Automations is included in the Advanced and Ultimate plans.