Workflow Discovery.Weekly proposals, you decide.
CallMerlin Workflow Discovery is an opt-in feature on Business, Enterprise, and during trial (max 2 Discovery runs). Once a week Merlin reviews account signals (tasks, alerts, connections, insights) and proposes up to 3 automations in Slack. Create draft only saves a draft; nothing runs automatically.
Opt-in on Business+, Enterprise, and trial (max 2 runs). Up to 3 Slack proposals per week. Drafts only, no auto-run.
Business, Enterprise, or trial. Opt-in required.
Slack proposal: Merlin shows 3 drafts. You choose Create draft, Not now, or Snooze 1 wk.
Merlin lists Discovery drafts for your PIN.
Proposal 1 of 3 · Slack
Daily comms sync
Read Slack and email, inject CRM, wait for approval.
Your choice
How Discovery works
Signals in, proposals out, you activate via chat or voice.
| Step | What happens | Limit |
|---|---|---|
| Opt-in | Enable Discovery under Automations | Per account |
| Signals | Tasks, alerts, connections, insights | Weekly |
| Proposals | Up to 3 automations in Slack | 1 message/week |
| Draft | Create draft = workflow status draft | No auto-run |
| Activate | Via CallMerlin in any channel with your PIN | Personal |
| Privacy | Account signals + optional Slack sample | Under account |
What you get
Three buttons per proposal. No silent execution.
Create draft
Saves a workflow as draft under Automations, tied to your PIN.
Not now
Skips this proposal. Discovery stays on for next week.
Snooze 1 wk
Pauses Discovery for a week. No Slack message until snooze ends.
Signals from your stack
Slack
HubSpot
Zendesk
GmailThis is just one example of the many combinations possible.
Automations and Insights →Frequently asked questions about Workflow Discovery
Stop inventing alone. Let Merlin propose.
Up to 3 drafts in Slack each week. You activate, then it can run.
Start free trialBusiness, Enterprise, or trial. Opt-in required.