Grow
Automate the work you repeat every week.
Build workflows with triggers, conditions, delays, and actions so routine follow-ups, messages, and operational steps keep moving — with templates and execution history your team can review.
Trigger → Conditions → Delay → Actions → Run history
Build the flow
- Triggers that start from real agency events
- Conditions so the right work runs for the right record
- Delays for timed follow-ups and stay milestones
- Actions such as messages, tasks, and status updates
Stay in control
- Templates for consistent communication
- Execution history to see what ran
- Operational workflows your team can inspect and adjust
Boundaries
- Not fully autonomous financial agents
- Messaging actions still require connected providers
- Best for repetitive operational work, not one-off judgment calls
Ready to explore?
Start with Zyelra, or browse more capabilities.
Need setup steps? Open the related Guide →