Workflow automation

Automations you can read afterwards.

Workflows are described in plain English and then exist as inspectable steps. A dry run tells you what it would do and what it would cost before anything happens, and every real run keeps per-step forensics.

dry runwhen a conversation has been idle for 2 days
  1. 1 Find the contact and their last message lookup
  2. 2 Decide whether it still needs an answer classify: resolved / waiting on us / waiting on them llm.judge
  3. 3 Draft the follow-up llm.generate

Estimated cost $0.41 for 37 conversations · nothing has run

A dry run tells you what it would do and what it would cost before it does any of it. The approval step is why this is safe to leave running.

Or just ask for it

Describe the automation. Read it before it runs.

A dry run and a cost, in the thread where you asked.

from:octo workflow
OctoDry run: 47 conversations, est. $1.12 — Nothing sent — this is what it would do10:31am
OctoStep 4 failed on last night’s run — Your webhook returned 5037:02am
OctoPaused: after-hours autoresponder — Held until you resume itTue

InboxDry run: 47 conversations, est. $1.12

Dme10:29 AM

When a conversation goes quiet for two days, classify why and either nudge them or close it.

OOcto10:31 AM

Built it as six steps you can read — idle trigger, AI classify, branch, nudge, close, log. Dry run over the last week: 47 conversations, 31 nudged, 16 closed, est. $1.12. Nothing was sent. Save it?

Octoonline
what went wrong last night?8:05 AM ✓✓
Step 4 — the POST to your CRM — got a 503. Steps 1 to 3 completed; 9 records didn’t reach you.8:05 AM
what did step 3 hand it?8:06 AM ✓✓
Nine contacts with the classification and the reason. Every run records what each step got and produced, so it’s all there.8:06 AM
change the retry to 5 minutes, don’t rebuild the whole thing8:08 AM ✓✓
Edited that one field. The other five steps are untouched.8:08 AM
Message
#omniocto4 members
MRMarcus3:50 PM

@Octo add an approval step before it emails anyone

OOctoAPP3:50 PM

On it 🔧(runningworkflow_dry_run…)

Added before step 5. It now stops and waits for a person, and I re-ran the dry run — same 47, no sends. (edited)

🔒 3

4 replies · last reply 2m ago

DWDana4:11 PM

good. route the approvals to this channel

Message #omniocto

Email octo@agent.omniocto.com · WhatsApp 1-MAN-ASK-OCTO · Slack #omniocto

Describe-it-in-English builder
Say what should happen and the workflow is built from it, then shown to you as steps you can read rather than as a black box.
Eleven trigger kinds
Schedules, webhooks, idle conversations, labels, tags, every inbound message and more — so a workflow can start from something happening rather than from a person remembering.
Over sixty step kinds
The building blocks for real automations rather than a handful of toy actions.
AI steps
Classify, judge, extract, summarise and generate as ordinary steps, so a workflow can make a judgement in the middle without leaving the workflow.
Human-approval steps
A workflow can stop and wait for a person, which is what makes it safe to automate something consequential.
Transfer-to-human
Hand the conversation to a person as a step, on the call or in the thread rather than in an email an hour later.
Dry run with cost estimate
See what it would do and what it would cost before it does it — the difference between confidence and hope on a workflow that messages customers.
Per-step run forensics
Every run records what each step received and produced, so a wrong result is diagnosable rather than mysterious.
Surgical edits
Change one field without regenerating the whole workflow, so a small correction does not risk everything else in it.
Slack actions
Post and act in Slack as workflow steps.
HTTP, GraphQL and signed-webhook calls
Call your own systems from a workflow, with signed webhooks where the receiver needs to verify the sender.
OAuth & API-key connections
Stored credentials for the services a workflow reaches, rather than keys pasted into steps.
Sub-workflows
Compose workflows out of other workflows instead of copying steps between them.

What this powers

The jobs these capabilities do.

Start

Put one of these to work.