CallMerlin Workflows. Multiple tools, one command.
CallMerlin Workflows are multi-step automations that combine multiple connected tools in a single command. You describe the flow in plain language, Merlin translates it into steps and runs them with your PIN permissions. Available via chat, voice, phone, and the dashboard builder.
Chain steps across accounting, CRM, email, and calendar. Trigger manually, on a schedule, or via chat. Output as summary, notification, or approval card.
7-day free trial. Professional plan or higher.
Say: create a morning briefing workflow. Merlin builds the steps and shows a preview before you save.
Describe your flow. Merlin shows steps as it builds them.
Trigger: daily 08:00
Morning briefing
Calendar, open cash, and urgent mail in one run.
Next actions
What a good workflow contains
No loose scripts per tool. One chain with clear steps, triggers, and error handling.
| Section | What it answers | Size |
|---|---|---|
| Trigger | When does the flow start? | 1 line |
| Read steps | Which data is fetched? | 2–6 steps |
| Parameters | Filters and thresholds per step | Optional |
| Analyze (optional) | AI connects signals and suggests actions | 1 step |
| Write steps | What happens after approval? | 0–4 steps |
| Run history | What ran and what failed? | Log per run |
Example workflows
Three common flows teams set up within minutes.
Morning briefing
Calendar, open invoices, and unanswered email in one summary within 10 seconds.
Week close
Draft invoices, VAT check, and quotes older than 14 days in one report with recommendations.
New customer onboarding
CRM contact, welcome invoice, intro meeting, and follow-up task in order.
Steps across your existing stack
HubSpot
Google Calendar
Gmail
SlackThis is just one example of the many combinations possible.
All 80+ native deep integrations →Frequently asked questions about Workflows
Stop loose scripts. Build one workflow.
Merlin connects your tools in order. You describe, Merlin executes with your permissions.
Start free trial7-day free trial. Professional plan or higher.