

Automate processes.
Save hours of manual work.
Connect any tools in your tech stack.
Set up automations that connect your Softr apps, Softr Databases, and any other tool in your stack, including Airtable, Google Sheets, Slack, Gmail, and more.

Softr apps & databases
Start workflows when there's a change in your database, or let app users trigger automations from your live apps.
Built-in tools
Connect data sources and actions in a single flow, and add conditions, loops, filters, wait times, and branching logic.
Third-party integrations
Extend workflows to Gmail, Slack, calendars, Airtable, Notion, and other tools in your stack.
Deploy AI agents in your workflows.
Go beyond basic automation. Build AI-powered agents that can reason, take actions, and manage workflows on their own.

Add AI where you need it
Automate repetitive or logic-based tasks and let AI handle steps that would otherwise require manual input.
Verify and enrich content
Summarize and tag data, analyze PDFs, search websites, or enrich data using built-in AI capabilities.
Choose your AI model
Connect with Softr’s built-in LLM integrations like Anthropic or OpenAI, or bring your own API key for full control.
Create powerful, multi-step workflows with a visual builder.

Conditions & Filters
Avoid wasted runs. Trigger workflows only when specific fields or values meet your conditions.

Call API
Connect Softr to any external system with a REST API. Send or retrieve data instantly to keep your apps and tools in sync.

Branches
Branch workflows to display different messages or route users to different pages based on conditions.

Webhook
Trigger workflows instantly when events happen in your apps or external tools. Keep data flowing between systems in real time.

Looping
Run the same actions for each item in a list or record set, and automate bulk updates or repetitive steps across your data in one go.

Custom code
Add custom JavaScript or Python code blocks for advanced logic or integrations.

Scheduling
Schedule workflows to run automatically at the times you choose, and control timing between steps with built-in wait actions. Perfect for daily summaries, recurring tasks, or timed alerts.
Trigger workflows from Softr apps and databases.
Run workflows when your database changes.
Run end-to-end automations the moment new records are created or whenever your data changes.

Trigger on record updates
Launch workflows when records are created or updated in your database, like sending a welcome email when a new client record is added.
Set precise conditions
Trigger workflows only when specific fields or values meet your conditions, like updating a Slack channel only if deal status changes to “Closed Won.”
Add database actions
After a trigger, you can update, add, delete, or find records in Softr Databases to close the loop and make data management easier.
Run workflows when users take action in your Softr apps.
Run end-to-end workflows based on what users do inside your app. Use workflows to personalize user interactions.

Turn user actions into workflows
Trigger automations when someone clicks an action button from the UI of your Softr app.
Guide users through the flow
Show progress or wait screens while the workflow runs, then show confirmation or success screens once it completes.
Personalize the experience
Branch workflows to display different messages or route users to different pages based on conditions.
Start with ready-made workflow templates
Need ideas for what to automate? Explore templates you can customize to fit your business processes and apps.
Frequently asked questions
Softr Workflows let you automate tasks, logic, and AI-powered actions directly inside Softr. You can connect your apps, databases, and external tools to reduce manual work and keep everything in sync — without third-party automation platforms like Zapier or Make. Think of Workflows as the automation layer that powers your entire Softr stack.
Each workflow starts with a trigger (like a database update or button click), followed by actions you choose to run automatically—updating records, sending notifications, tagging content using AI, calling APIs, and more.
Actions can use data from earlier steps, and you can add branches, filters, wait steps, and conditions to handle more complex flows. All this can be built in Softr’s visual workflow builder.
Yes. Softr lets you display a wait screen when a workflow is triggered from your Softr app interface—for example, when a user clicks a button or submits a form. This gives users clear feedback that something’s happening in the background (e.g. data is being processed or an AI Agent is running) and prevents duplicate submissions.
Note: Wait screens only apply to app-triggered workflows.
Workflows can be triggered by:
- Database events (record created, updated, or deleted)
- App user actions (button clicks, form submissions, record updates)
- Webhooks (from external apps and services)
- Scheduled runs (at set times or intervals)
- Emails received (via Gmail integration)
…and more
Yes. Use the Webhook trigger to start a workflow from any external app that can send an HTTP request, or create a Call API action to push data to outside systems. This makes it easy to connect Softr with CRMs, marketing tools, or any platform that supports REST APIs.
Workflows can automate anything from simple tasks to multi-step processes. Examples include:
- Updating or adding records when someone submits a form or completes a task.
- Sending emails to confirm new clients, deliverables, or invoices automatically.
- Notifying your team on Slack when a deal closes or a project moves stages.
- Generating and sending AI summaries or replies for feedback, meeting notes, or reports.
- Adding calendar events when meetings are booked or projects kick off.
- Calling APIs to sync data with CRMs, ERPs, or other tools in your stack.
- Extracting PDFs or scraping webpages to capture key info and add it directly into your database.
- ...and more!
Workflows and AI Agents work hand-in-hand. AI Agents run inside Softr Databases to analyze or enrich records automatically, while AI Actions live inside Workflows and let you generate, summarize, or categorize text mid-automation using Softr AI, OpenAI, or Anthropic.
You can even combine both: trigger a Workflow when an Agent updates a record, or have a Workflow call an Agent to process new data before continuing to the next step.
Both Databases AI Agents and Workflows AI Actions consume AI credits based on a number of factors. Learn more about AI credits
Yes. You can create, update, or delete records directly in your Softr Database through workflow actions. This ensures your Softr apps and databases always reflect the latest data without manual syncing.
Yes. Every workflow includes a Runs view where you can test your setup, view detailed execution logs, and troubleshoot any issues. You can also monitor workflow history to track performance and ensure everything runs as expected.
Workflow run history is available on all Softr plans, with different retention limits (starting with a 7-day run history on the Free plan).
Yes! You can choose from ready-made templates in the Softr studio for popular use cases like sending notifications, syncing data, or enriching records with AI. Each template is fully editable in the visual builder.
Softr also includes an AI co-builder that helps you get started faster. Just describe what you want your workflow to do, and the AI will generate the initial structure with triggers, actions, and logic steps you can edit visually. It’s a quick way to learn about workflows and build automations in minutes.
Workflows are included in all Softr plans. Usage is measured by action executions — how many workflow actions run when your workflows are active. Each action that runs counts toward your monthly Workflow action limit, depending on your Softr plan.
Note: Triggers and flow control steps (like Wait, Branch, Filter, and Bulk actions) don’t count toward usage. Some actions (like sending emails) may use more than one action, depending on the integration.
The Free plan includes 500 Workflow actions per month, so you can start building and testing workflows for free.




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