Visual workflow builder
Combine triggers, conditions, and actions in a clear sequence.
YELL AUTOMATIONSRepeat the process.
Repeat the process.
Not the busywork.
Build clear trigger-and-action workflows that turn workspace activity into tasks, updates, and timely team follow-up.
Built into Yell Social Shared context by designIllustrative workspace · sample dataWORKFLOW BUILDER
Customer follow-up
ActiveTRIGGERCRM stage changesProspect → Customer
CONDITIONOwner is assignedContinue when true
ACTIONCreate team taskWelcome follow-up
ACTIONPost an updateNotify account team
Connected next steps
Create assignments or conversation updates from workspace activity.
Run history
Review workflow outcomes and the records affected by each run.
ONE CONNECTED WORKFLOW
Build the handoff once.
See what changed, understand the context, and move directly into the next action without losing the work behind it.
Open AutomationsIllustrative workspace · sample dataWORKFLOW BUILDER
Customer follow-up
ActiveTRIGGERCRM stage changesProspect → Customer
CONDITIONOwner is assignedContinue when true
ACTIONCreate team taskWelcome follow-up
ACTIONPost an updateNotify account team
Keep the work moving.
- 01See what changed.
Important activity stays connected to the people, records, and work behind it.
- 02Choose the next action.
Important activity stays connected to the people, records, and work behind it.
- 03Keep ownership clear.
Important activity stays connected to the people, records, and work behind it.
YELL AUTOMATIONS
Make the next step easier to see.
Bring your social work, customer context, and team momentum together.