Workflows
Use Settings & Tools → Workflows to connect Kayse AI with Zapier-powered workflow automation.
Overview
Workflows lets Admin users open the embedded Zapier workflow builder inside Kayse AI so they can configure cross-tool automations.
Common use cases:
- Trigger actions in external tools after key events
- Route data between Kayse AI and connected apps
- Standardize handoffs and follow-up flows
Access
- Open Settings & Tools → Workflows
- Configure or review your workflow setup in the builder
Before You Start
- Your role must include access to Settings & Tools features
- Your organization should have Zapier integration configured
- Browser sessions on unsupported local domains may not load Zapier Elements
Notes
- Workflows is designed as an advanced integration feature for Admins.
- If Workflows is not visible in your sidebar, check role permissions or contact your account admin.