Product 04 — Workflow Automation
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Automate work,
not people.

Automate repetitive work across departments while keeping people in control of important decisions.

Join the Waitlist Explore Capabilities

Workflow Flow

Trigger Event Condition Check Multi-Step Action AI Synthesis Task Created Team Notified
https://app.donvoo.com/modules/automation
D
CRM
Overview
Pipeline
Leads
Contacts
Companies
Deals
Activities
Reports
Settings
Donvoo › CRM › Overview

Overview

Here's what's happening with your sales.

Open Pipeline

₹1,45,00,000

8 open deals
Weighted Pipeline

₹88,50,000

probability-adjusted
Won Revenue

₹64,20,000

14 deals won
Conversion Rate

42.8%

avg cycle 18 days

Stage Velocity

Average days deals spend in each stage

Active Velocity
New open
3 days • 4 deals
Contacted open
5 days • 6 deals
Quote Sent open
4 days • 5 deals
Follow-up open
7 days • 3 deals
Lead Won won
12 days • 14 deals
Lead Lost lost
8 days • 2 deals

Leads by Source

Total Leads: 92
Direct Inbound 48 leads (52%)
Referral & Partner 26 leads (28%)
Enterprise Outbound 18 leads (20%)
Lead Status 100% Qualified Pipeline
0 unassigned
Recent Win
Vertex Global Technologies

Closed Won • Auto-synced to Books

₹64,20,000
Upcoming Activity
Executive Demo with VP @ FinEdge

Tomorrow 11:30 AM • Calendar Synced

Confirmed
New leads (last 30 days): 38 | Activities (last 30 days): 44 | Deals won / lost: 14 / 2 | Lead velocity: 8.4x
Revenue trend ↗

The Challenge

Connect every process across your business.

Manual data re-entry between tools wastes hours and introduces human error.

Donvoo Automation provides a simple, visual drag-and-drop workflow builder.

Capabilities

Built for complete operational clarity.

Everything you need to manage workflow & process automation without disconnected tools.

Visual Workflow Builder

Design multi-step automated workflows with triggers, filters, and actions.

Cross-Department Triggers

Trigger actions when deals win, invoices pay, tasks complete, or forms submit.

Conditional Logic

Branch workflows based on deal value, customer tier, industry, or status.

AI Automated Steps

Insert AI text generation, lead scoring, or summaries into your automated flows.

Webhook & API Connectors

Trigger webhooks to external tools like Slack, Stripe, or custom endpoints.

Execution Audit Logs

View detailed execution logs and error monitoring for all active workflows.

Context-Aware AI

Ask questions grounded in reality.

Because Donvoo AI operates inside your organizational context, recommendations are based on real business data.

AI Prompt Example

Prompt:

"Show active automated workflows."

Donvoo Intelligence:

12 workflows active. 1,480 automated actions executed this month.

Comparison

Traditional Tool vs Donvoo Workflow & Process Automation

Feature
Traditional Tool
Donvoo
Setup
Complex coding required
No-code visual drag-and-drop
Scope
Single-app zaps
Full cross-platform context engine
AI Integration
Basic text rules
Context-aware AI decision steps
Reliability
Fragile third-party webhooks
Native built-in platform triggers

Designed For

Operations Leads Process Engineers Sales Ops Founders IT Administrators

Ready to experience connected workflow & process automation?

"Processes are automated. Now let's grow your customer relationships."

Next Chapter → Customer Relationships (CRM)
Join the Waitlist Read Next: Customer Relationships (CRM)

All 9 operational apps included in Growth at ₹299/user/month. View Pricing & Plans →