Crewbly AI
Workflows

Build the conversation, then automate the rest.

Workflows are how Crewbly AI agents do more than chat. Wire conversations into branching logic, calendar bookings, CRM updates, SMS follow-ups, and external APIs — visually, without code.

Workflows

Visual builder, drag-and-drop canvas, 30 node types.

Wire conversations to API lookups, calendar bookings, SMS follow-ups, and CRM updates without writing code. Auto-save, Auto Layout, branch-aware logic — built in.

Inbound Call
Conversation
Decision
API Lookup
Calendar Booking
SMS
Email

Conversation · Decision · API Lookup · Calendar Booking · SMS · Email · 24 more

The full set

30 node types. Every workflow shape you'll ever build.

From conversational handoff to API lookups to opt-out enforcement — every node is designed for a job that actually comes up in real customer conversations.

Conversation
Ask and Save
Classifier
Extract Variables
Generate Content
Sub Agent
Search Knowledge Base
Call Forwarding
Forward to Agent
Outbound Call
Hang Up
Global
SMS
Email
SMS Notification
Decision
API Lookup
Contact Lookup
Update Contact
Manual Tool Call
Set Pipeline
Tag Lead
Add Note
Create Task
DND / Opt-Out
Wait
Smart Calendar Booking
Availability Check
Go To
Execute Workflow
What stands out

Six things the workflow builder gets right.

01

Drag-and-drop canvas

Auto-save and Auto Layout out of the box. Connect nodes with drawn lines, no code required.

02

Branching with intent

AI-powered Classifier node for sentiment / intent / urgency, plus operator-based Decision nodes for hard rules.

03

Outbound that works

Drip mode spaces calls (10/hr, days apart). Quick Roll fires the entire list at once. Retry logic and SMS fallbacks built in.

04

Calendar booking

Smart Calendar Booking handles availability + booking in one node. Or use Availability Check to present options first.

05

External APIs

API Lookup with full HTTP support, JSON body, headers, and dot-notation response mapping into workflow variables.

06

MCP-powered tools

Manual Tool Call node fires Zapier, Make, HubSpot, Salesforce, Shopify, GoHighLevel, or any custom MCP server at a fixed point in your flow.

Triggers

15 ways a workflow starts.

Every workflow needs at least one trigger. Pick from a Manual button, an inbound SMS, a webhook, a calendar event, a contact-field condition, a power-dialer disposition — and more.

Manual
Conversation Started
Inbound Call
Inbound SMS
Inbound Email
On a Schedule
On App Event
Lead Field Condition
Webhook
Pipeline Column Change
When Executed by Another Workflow
Active Tag
Appointment Scheduled
Call Disposition (Power Dialer)
Call Ended
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