> ## Documentation Index
> Fetch the complete documentation index at: https://docs.custral.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Automations

> Trigger instant workflows, run multi-step sequences over time, and schedule bulk jobs: one automation engine across your customer lifecycle.

Custral automates the repetitive work across your customer lifecycle with three building blocks. **Workflows** fire a chain of actions the instant a record, field, or conversation changes. **Sequences** enroll a record and walk it through a multi-step journey over days or weeks, with waits and branching. **Jobs** run scheduled and bulk operations in the background. Workflows and Sequences are built on the same canvas and share the same action library; Jobs are the background layer they all run on.

## Get started

<Card title="Build your first workflow" icon="rocket" horizontal href="/automation/workflows/overview">
  Pick a trigger, wire up actions on the canvas, and enable: the fastest way into automation.
</Card>

## What you can do

**Trigger instant workflows**

<CardGroup cols={2}>
  <Card title="Workflows" icon="diagram-project" href="/automation/workflows/overview">
    Fire a chain of actions the moment a record, field, or conversation changes.
  </Card>

  <Card title="Triggers" icon="bolt" href="/automation/workflows/triggers">
    Start on data changes, email and call events, or widget activity.
  </Card>

  <Card title="Actions" icon="play" href="/automation/workflows/actions">
    Send email and SMS, place calls, create records and tasks, or run AI.
  </Card>

  <Card title="Edges & logic" icon="share-nodes" href="/automation/workflows/edges">
    Branch with if/else conditions and loop over lists.
  </Card>
</CardGroup>

**Run processes over time**

<CardGroup cols={2}>
  <Card title="Sequences" icon="list-ol" href="/automation/sequences/overview">
    Enroll a record and walk it through a multi-step journey with waits and branching.
  </Card>

  <Card title="Jobs" icon="clock-rotate-left" href="/automation/jobs/overview">
    The background layer that runs your workflows, sequences, and scheduled tasks.
  </Card>
</CardGroup>

**Bulk operations**

<CardGroup cols={2}>
  <Card title="Bulk edit" icon="pen-to-square" href="/automation/jobs/bulk-edit">
    Apply the same field change to up to 1,000 records found by query.
  </Card>

  <Card title="Data import" icon="file-import" href="/automation/jobs/migrations">
    Bring CSV data in as objects and records with guided mapping and undo.
  </Card>
</CardGroup>

## Feature reference

What each capability does and when to reach for it.

| Feature           | What it does                                                                                                                                              | Use it when                                           |
| ----------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------- |
| **Workflows**     | Event-driven automation that fires a chain of actions the instant a record, field, or conversation changes                                                | You need an immediate reaction to a change            |
| **Triggers**      | The event that starts a workflow. Record created, property updated, email received or replied, conversation outcome, call disposition, or widget activity | Deciding what should kick off an automation           |
| **Actions**       | The operations a run performs. Send email/SMS, make a call, create records and tasks, update properties, notify users, plus AI and connected-app actions  | You want the automation to do something               |
| **Edges & logic** | Wire actions together with if/else conditions and loop over lists, item by item                                                                           | A run needs branching or per-item iteration           |
| **Sequences**     | Enroll a record and advance it through multi-step journeys over days or weeks, with waits, branching, and office hours                                    | Outreach or onboarding that spans time                |
| **Jobs**          | The background layer that runs workflows, sequences, scheduled queries, and imports, with automatic retries                                               | You need scheduled or recurring background processing |
| **Bulk edit**     | Find records by query and apply the same field change to up to 1,000 at once                                                                              | Correcting or updating many records in one pass       |
| **Data import**   | Bring CSV data in as objects and records with guided column mapping, a test run, and one-click undo                                                       | Migrating data from another tool or a spreadsheet     |

## Choose your path

Three ways to automate. Pick by how the work should run.

| Path         | Best for                                                       | How it runs                                              |
| ------------ | -------------------------------------------------------------- | -------------------------------------------------------- |
| **Workflow** | An instant reaction to a record, field, or conversation change | Fires and finishes the moment the event happens          |
| **Sequence** | Outreach or onboarding that spans days or weeks                | Enrolls a record and advances it through steps over time |
| **Job**      | Scheduled, recurring, or one-off bulk processing               | Runs in the background on a schedule or on demand        |

## Works with

Automations don't sit in a silo, they act on the rest of Custral.

<CardGroup cols={2}>
  <Card title="Communications" icon="messages" href="/comms/overview">
    Workflow actions and sequences send email, SMS, and calls across your channels.
  </Card>

  <Card title="Data & records" icon="table-list" href="/data/overview">
    Trigger on record changes and create, read, or update records in an action.
  </Card>

  <Card title="AI" icon="sparkles" href="/ai/overview">
    Add AI-powered actions to a workflow from the AI category.
  </Card>

  <Card title="Reporting" icon="chart-line" href="/bi/overview">
    Report on the records and conversations your automations create and change.
  </Card>
</CardGroup>

## Reference & settings

<CardGroup cols={2}>
  <Card title="Workflow troubleshooting" icon="wrench" href="/automation/workflows/troubleshooting">
    Fix workflows that don't fire, stop partway, or take the wrong branch.
  </Card>

  <Card title="Job status" icon="gauge-high" href="/automation/jobs/overview">
    Watch running and failed jobs, and re-run them, at Settings → Jobs.
  </Card>
</CardGroup>

## Related

* **Build workflows**: [Triggers](/automation/workflows/triggers) · [Actions](/automation/workflows/actions) · [Edges & logic](/automation/workflows/edges) · [Troubleshooting](/automation/workflows/troubleshooting)
* **Automate over time**: [Sequences](/automation/sequences/overview)
* **Bulk & background**: [Jobs](/automation/jobs/overview) · [Bulk edit](/automation/jobs/bulk-edit) · [Data import](/automation/jobs/migrations)


## Related topics

- [Change Log](/product/updates.md)
- [Workflows](/automation/workflows/overview.md)
- [Workflow Triggers](/automation/workflows/triggers.md)
- [Bulk edit](/automation/jobs/bulk-edit.md)
- [Sequences](/automation/sequences/overview.md)