Workflows & automations
Automations that watch the data for you.
Each of your tools can alert on its own little world. Synopsis watches the joined picture — billing, product, CRM, support in one warehouse — and acts the moment a condition crosses systems.
Cross-system triggers
Conditions no single tool can see.
Your billing system doesn't know usage is falling. Your CRM doesn't know the invoice is late. Each one looks fine alone — the danger only shows up in the join. Synopsis triggers on the combination, because all of it lives in one warehouse on shared keys.
- Describe it in English. "Tell me when a customer's orders drop while support contacts rise" is a complete setup.
- Any system, one condition. Mix billing, product, CRM, and support signals in a single trigger.
- Fires on change, not on a schedule. Watches run against live data and speak up when the answer moves.
Watch created. I'll check the joined data daily and notify each account's owner directly — here's what it would have caught this quarter: 6 accounts, worth $188K.
Watching: orders · support desk · CRM ownership
Branching & judgment
Logic that knows when to ask a human.
Real processes branch. A workflow can check a condition and take different paths — and when a step needs judgment, it pauses and asks the right person instead of guessing. Approve, and it carries on with the answer.
- IF this, then that. Decision nodes route each record down the path that fits it.
- Human-in-the-loop. Steps that need sign-off wait for a person before anything happens.
- Nothing silent. Every run is logged — what fired, what it checked, which path it took.
From alert to action
It doesn't just tell you. It does something.
An alert that lands in a crowded inbox is a problem deferred. Synopsis workflows finish the job: create the task, assign the owner, update the queue — so the alert arrives as work already routed to the person who can act on it.
- Creates the task. Flagged records land in a queue with the context attached.
- Finds the right owner. Routing follows your own ownership data, not a static list.
- Closes the loop. When the condition clears, the workflow marks it done.
What your team gets
The watching, handled.
Plain-English setup
Describe the condition the way you'd brief a colleague. Synopsis builds the watch.
Cross-system by default
Triggers span every connected system, joined on shared keys — no integration project first.
Human-in-the-loop
Steps that need judgment pause for a person. Everything else runs on its own.
Routed to the right owner
Notifications follow your ownership data, so the person who can act is the one who hears.
Quiet by design
Workflows fire when reality changes — not another daily digest nobody reads.
A full paper trail
Every run is logged: what triggered, what it checked, which path it took, what it did.
Keep exploring
Workflows are one surface of the platform.
Stop finding out a month later.
The problems that hurt are the ones that cross systems quietly. Put a watch on the condition you always catch too late — it takes one sentence.
