Automations. AI analysis with approval.
CallMerlin Automations combine multi-step workflows with a dedicated AI analysis step. Merlin reads Slack, email, and connected tools, cross-references signals, and suggests actions. Write actions wait for your approval via dashboard, Slack DM, or email by default.
Read channels, auto-inject CRM and accounting context, analyze signals, and approve actions before execution.
7-day free trial. No extra cost for the analyze step.
Daily comms check: Merlin reads Slack and email, links HubSpot and Moneybird, and waits for approval.
Merlin reads channels and links context from your tools.
AI analysis · daily run
Multivlaai BV
Bankruptcy reported in Slack, invoice 30 days overdue.
Your decision
Anatomy of an automation
Read, auto-inject, analyze, approve, execute. Five phases in one run.
| Phase | What happens | Output |
|---|---|---|
| Read | Fetch Slack, email, Teams | Raw messages |
| Auto-inject | CRM, accounting, support context | 4–12 fields |
| AI analysis | Signals, urgency, action items | Summary |
| Approval | You or team approves or rejects | 1 decision |
| Execute | Write actions after OK | 0–5 actions |
| Run history | Status, output, approval time | Last 20 runs |
Example automations
Three scenarios where teams save time every day.
Daily comms channel sync
Read Slack and Gmail, auto-inject HubSpot and Moneybird, summary in Slack after approval.
Weekly pipeline review
Analyze CRM deals and open invoices, flag deals that need action.
Support escalation monitor
Cross-reference open tickets with CRM and invoice status, escalate urgent cases.
Auto-inject from your stack
Slack
HubSpot
Zendesk
GmailThis is just one example of the many combinations possible.
All 80+ native deep integrations →Frequently asked questions about Automations
Stop linking manually. Let Merlin analyze.
One run reads, connects, and suggests. You approve, Merlin executes.
Start free trial7-day free trial. No extra cost for the analyze step.