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All resourcesWorkflowsDocsChangelogHelpFree AI Readiness Check
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Workflows

Repeat work, done the same way
every time.

A workflow is a list of steps that runs on a schedule or when something happens. Simple steps use no AI. Agent steps handle the parts that need judgment. And wherever a person should decide, the workflow stops and asks.

Start it your way

Run a workflow by hand, on a schedule, from a webhook, when an event happens, or after someone approves a request.

Plain steps, no AI

Steps that just move data or send a known message use no AI at all, so they cost nothing in AI usage. The Automations tab lists every workflow that runs this way.

AI where it helps

Add an agent step only where judgment is needed — reading an email, drafting a reply, sorting a document. Conditions, parallel branches and delays are built in.

A person decides

Any step can stop on an approval card. You choose who may approve — named people, a role or a team — and can require two or more approvals.

Shadow mode first

A new workflow can run beside you without acting for real, so you can compare its results with yours before you switch it on.

Versions you can restore

Every save is kept. Compare two versions side by side and restore an earlier one if a change goes wrong.

Every run on record

Each run is logged with what it did and what it cost, and the history exports as CSV. You can replay past runs as a dry run to test a change.

Spending limits

Set a monthly AI budget for the company, a department or a single agent. An alert shows in the app before the limit; at the limit, new runs are refused until someone raises it.

An example

Chasing overdue invoices.
You approve every email.

This is the shape of our Invoice Chaser pack. It reads QuickBooks, never changes it, and nothing reaches a customer until you have read and approved it.

1
Every Monday at 9:00
trigger: schedule
done
2
Read overdue invoices
QuickBooks · read only
done
3
Skip anyone chased this week
plain step · no AI
done
4
Draft a polite reminder for each customer
agent step · in your voice
running
5
You approve each email
approval card
pending
6
Send from your mailbox
Outlook or Gmail
pending

Illustration. Your steps, schedule and approvers are your own.

Integrations

The apps workflows can use
today.

Only apps that are connected and working in production are shown here. Many more are being built — the integrations list shows each one's real status.

Agents act on it today · 23

Ready-made actions, each risky one approved first.

DiscordFacebookGmailGoHighLevelGoogle AnalyticsGoogle ChatGoogle ContactsGoogle DocsGoogle DriveGoogle FormsGoogle MeetGoogle SlidesGoogle TasksGoogle WorkspaceHubSpotMicrosoft 365Microsoft Entra IDMicrosoft TeamsOneDriveOutlookQuickBooksSharePointXero
Agents call its API — each call approved · 2

The agent writes each request; every call waits for approval unless you set it to run unattended.

Power BISlack
Signed in — agent actions rolling out · 17

You can connect these today; agent actions on them are not proven yet.

AsanaAzure DevOpsBoxConfluenceDropboxDynamics 365ExcelGitHubGoogle CalendarGoogle SheetsLinkedInMailchimpPipedriveSquareWordYouTubeZoho CRM

That is 25 of the 214 apps in our catalogue. The rest are listed, with their real status, on the integrations list.

Start with one agent.
Add more when it earns its keep.

Agents are billed monthly, and what they send or change waits for your approval. The full Neivan platform opens as a free beta for selected companies in November 2026.

Browse agentsApply for the beta

Not sure where to start? Take the free AI Readiness Check — free, about seven minutes.

AI agents that do your back-office work — and ask before they act.

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