Can automations span multiple Covixo modules?

Yes. A single workflow can trigger actions in multiple modules. For example: when a candidate accepts an offer in ATS, you can automatically create their HR profile, set up payroll, and send them an onboarding welcome message — all in one flow.

What happens if an automation fails?

Covixo logs every workflow execution with a detailed run history. If a workflow fails, you receive an alert with the specific step that failed and the error reason. You can rerun failed workflows manually or set up automatic retries.

Task & Workflow Automation

Automate any business process — no coding, no IT team, no delay.

Covixo Automation lets you build multi-step workflows that run automatically — approvals, escalations, alerts, reminders, and data actions — all from a visual no-code builder.

5 hrsSaved per employee/week

No codeVisual builder

100+Pre-built templates

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Live Product Demo

See Task & Workflow Automation in Action

A real-time look at how Task & Workflow Automation works inside Covixo — the same screens your team will use every day.

app.covixo.com/automation

$/list workflows status=active trigger=schedule

Workflow	Trigger	Last Run	Status
Daily Payroll Sync	Scheduled · 6 AM	Today 6:00 AM	Success
Low Stock Alert	Inventory Event	2 hrs ago	Success
Invoice Reminder	Payment Due	1 hr ago	Success
Leave Approval	Form Submit	15 min ago	Running
GST Reconcile	Scheduled · Weekly	24 Apr 6 AM	Success

Real-time syncAll data encrypted

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This is a live preview — click tabs to explore or book a personalized demo with our team.

Step-by-Step

How Task & Workflow Automation Works

From setup to running — see exactly how task & workflow automation works inside Covixo.

Identify What to Automate

Start with your most repetitive tasks — leave approvals, payroll reminders, low-stock alerts, invoice escalations. Browse 100+ workflow templates to find a starting point.

Build with the Visual Editor

Drag and drop triggers (time, event, threshold), conditions (if/else, AND/OR), and actions (send message, update record, approve, escalate) onto a canvas. No code required.

Set Triggers & Conditions

Define exactly when a workflow fires — when leave balance drops below 2 days, when an invoice is overdue by 7 days, when POS revenue falls 20% below yesterday. Any data field can be a trigger.

Test Before Going Live

Use simulation mode to test your workflow with sample data. See every step execute and verify the right people get the right notifications — before it runs on real data.

Monitor & Optimize

The workflow analytics dashboard shows how often each automation runs, where it gets stuck, and how long each step takes. Identify bottlenecks and optimize continuously.

Why Task & Workflow Automation

Real Results, From Day One

Covixo Task & Workflow Automation is designed to deliver measurable impact quickly — not after a 6-month implementation project.

See it live in a demo

5 Hrs/Employee/Week

Save 5 Hours Per Employee Per Week

Automating approval chains, reminders, and repetitive data actions saves every employee an average of 5 hours per week — time that goes back to higher-value work.

0 Missed Approvals

Zero Missed Approvals

Every approval request is routed to the right person with a reminder if not acted upon. Escalation rules ensure nothing gets stuck in anyone's inbox.

15-Min Build Time

Build in Minutes, Not Months

The no-code builder means your ops team can create workflows without waiting for an IT ticket. Most workflows are live within 15 minutes of starting.

Cross-Module Flows

Connect Across All Modules

Automations can span multiple modules — a new hire in ATS can trigger an HR profile creation, payroll setup, and IT equipment request — all in one workflow.

Everything You Get

A complete breakdown of every feature included in Covixo Task & Workflow Automation.

Visual no-code workflow builder

Multi-step approval chains

Conditional triggers and actions

Automated alerts and reminders

Escalation management

Scheduled task execution

Integration with WhatsApp and email

Cross-module workflow actions

Workflow analytics and bottleneck reports

100+ pre-built workflow templates

Simulation and testing mode

Audit log for all automated actions

Transparent Pricing

Task & Workflow Automation Pricing

No setup fees. No hidden charges. Start with a 14-day free trial on any plan.

15 active workflows

Automation Starter

₹1,499/month

For automating your most common approvals and reminders.

15 active workflows
Single-step automations
50 workflow templates
Email and in-app notifications
Basic approval routing
Workflow run history (30 days)
Email support

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Automation Growth

₹2,999/month

Full automation suite with multi-step flows and cross-module actions.

Unlimited active workflows
Multi-step and conditional logic
100+ workflow templates
WhatsApp and email automation
Cross-module workflow actions
Advanced escalation management
Simulation and testing mode
Workflow analytics dashboard
Unlimited run history
Priority support

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Automation Enterprise

Custom

For enterprises with complex multi-system automation needs.

Everything in Growth
API-triggered workflows
External system integration (webhooks)
Custom workflow conditions
Automation API access
Dedicated workflow consultant
SLA-backed support

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All plans include a 14-day free trial. No credit card required. Compare all plans →

FAQ

Common Questions About Task & Workflow Automation

Can't find what you're looking for?

Talk to our team

No. The visual workflow builder uses a drag-and-drop canvas with pre-built blocks for triggers, conditions, and actions. Most workflows are set up by business users — no IT team involvement needed.

Works Best With

Task & Workflow Automation integrates seamlessly with these Covixo modules.

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