Guides
Step-by-step playbooks for building flows, managing change, and measuring ROI.
Knowledge and best practices for automation
Discover how leading teams design, deploy, and govern automation—from quick wins to enterprise scale.
Browse by category: Guides, Case Studies, Templates, Webinars, Release Notes.
Resource categories
Templates
Prebuilt flows for Finance, HR, IT, RevOps, and Support. Customize and deploy.
Case Studies
See how peers streamlined processes with governance and security.
Webinars
Live and on-demand sessions with product specialists and customers.
Release Notes
New features, connectors, and performance improvements.
Featured
- Automation Readiness Checklist
- Flow Design Patterns for IT and Security
- Finance Close Automation Starter Kit
Documentation and API
Build confidently with our structured documentation, code examples, and API references.
- Doc portal overview: concepts, tutorials, and architecture
- API reference: endpoints, auth, pagination, and webhooks
- Release notes: stable, beta, and deprecation timelines
Training and certification
- Admin Track: governance, access, and environments
- Builder Track: flow design, rules, and testing
- Operator Track: monitoring, alerts, and SLAs
Upcoming webinars are announced monthly. Email [email protected] to be notified.
Request a private workshop for your team. Book a session.
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