Workflow Automation

Connect customers to projects automatically

Intelligent automation that bridges the gap between customer requests and project delivery, ensuring nothing falls through the cracks.

Workflows that work for you

Automate repetitive tasks and connect your processes so your team can focus on what matters most - building great products and serving customers.

Trigger

New Customer Request

Automatically starts the workflow

Automated Steps:

Create support ticket
Assign to product team
Add to development backlog
Notify sales team
Result:
Customer feedback integrated into product roadmap
Trigger

Sprint Completion

Automatically starts the workflow

Automated Steps:

Update project status
Generate release notes
Notify stakeholders
Schedule demos
Result:
Teams and customers informed of progress
Trigger

Deal Closed

Automatically starts the workflow

Automated Steps:

Create project workspace
Assign development team
Set up customer success
Initialize onboarding
Result:
Seamless handoff from sales to delivery
50+
Pre-built Templates
Custom
Workflow Builder
Zero-code
Setup Required

Build workflows visually

Create complex automation workflows with our intuitive drag-and-drop builder. No coding required.

Customer Request Workflow

Active
Configure
Customer Request
Create Ticket
Assign Team
Priority Level?
Notify Manager
Add to Sprint
247
Times Triggered
98.2%
Success Rate
2.3s
Avg. Execution

Automation that actually works

Intelligent workflows that connect every customer interaction to the right project action.

Smart Workflows

Automated workflows that trigger actions based on customer interactions, deal stages, and project milestones.

Customer-to-Project Flow

Automatically create project tasks and issues when customers request features or report problems.

Trigger-Based Actions

Set up intelligent triggers that notify teams, update statuses, and create tasks based on specific conditions.

Status Sync

Keep customer records and project status in sync automatically, ensuring everyone has the latest information.

Triggers that matter to your business

Choose from dozens of pre-built triggers or create custom ones. Automate based on customer actions, project events, time schedules, or performance metrics.

Customer Events

New customer signup
Support ticket created
Feature request submitted
Contract renewal due

Project Milestones

Sprint completed
Feature deployed
Bug fixed
Milestone reached

Time-Based

Daily standup reminder
Weekly progress report
Monthly team review
Quarterly planning

Performance Alerts

Low customer satisfaction
Velocity decline
Budget threshold reached
Deadline at risk

Popular Workflow Combinations

• Customer Request → Create Ticket → Assign Team → Notify Stakeholders
• Sprint Complete → Update Status → Generate Report → Schedule Demo
• New Customer → Create Workspace → Assign Success Manager → Send Welcome
• Performance Alert → Notify Manager → Schedule Review → Update Metrics

The automation advantage

See the measurable impact automation has on team productivity, customer satisfaction, and business growth.

40%

Time Savings

Average reduction in manual task time

Teams save 16+ hours per week on repetitive work

3x

Team Efficiency

Faster cross-team communication

Information flows automatically between teams

85%

Error Reduction

Fewer mistakes from manual processes

Automated workflows eliminate human error

5x

Response Speed

Faster response to customer needs

Instant routing and notifications

Return on Investment

Real numbers from our customer base

< 30 min
Setup Time
Per workflow
$12K+
Monthly Savings
Per team
2 weeks
ROI Timeline
To break even
500K+
Workflows Active
Across all customers

Typical Customer Journey

Week 1
Setup first workflows
Week 2-4
See immediate time savings
Month 2+
Full ROI realized
Workflow Automation

Efficiency at scale

See how teams are using automation to eliminate manual work and focus on what matters most.

"Round's automation workflows eliminated hours of manual work every day. Our team can now focus on strategic initiatives instead of repetitive tasks."

Carlos Rodriguez
Carlos Rodriguez
Operations Manager at StreamlineCorp
35 hours saved weekly

"Setting up automated customer feedback workflows was a game-changer. Customer requests now flow directly into our development process without any manual intervention."

Sophie Anderson
Sophie Anderson
Product Manager at EfficiencyLab
90% faster processing

"The workflow automation has transformed how our teams collaborate. Information flows seamlessly between departments, and nothing falls through the cracks anymore."

Michael Chen
Michael Chen
Team Lead at AutomateCo
Zero missed handoffs
Join 3,000+ teams automating their workflows

Ready to connect your teams?

Join thousands of businesses who've unified their customer relationships with project delivery. Start building better products together.