Visual CRM automation design

Design, share, and export
CRM automation workflows

Build visual automation boards on a drag-and-zoom canvas. Share read-only links with anyone — no account needed to view. Export to PNG, Markdown, or Mermaid.

Everything you need to document your automations

Share read-only links

Send a public link to anyone. They see the board without an account — live or frozen snapshot, with optional expiry and export control.

Branches & cross-phase links

Visualize Yes/No branches, sub-automation groups, and arrows between any steps across phases. Click a link chip to jump to the target.

Export anywhere

Download as PNG image, Markdown SOP, Mermaid diagram, or JSON backup. Import existing workflows with Zod validation.

Tag maps

Document every CRM tag: when it's set, by whom, and in which step. Grouped by website vs CRM vs sales agent.

Secure by default

Row-level security on every table. Public viewers never touch your database directly — all reads go through a server function.

Undo, redo, autosave

150-step history with keyboard shortcuts. Autosave drafts to localStorage. Optimistic concurrency prevents lost saves conflicts.

Start building in minutes

Sign in with email or Google. Your first workflow is seeded automatically with a complete CRM master workflow — 8 automations, branches, links, and a 19-row tag map.

Create your first workflow