Describe
When a deal is won, create an onboarding task and notify the team.
Your sentenceDeal won → onboarding
One sentence is enough. Peak only picks triggers and actions that exist and asks back instead of inventing anything.
Peak Automations · How it works
A sentence in.
A tested flow out.
You describe what should happen in one sentence or by voice. Peak turns it into an automation with a trigger, conditions and steps, asks where something is unclear, and only switches it on once a test run of the current version has passed.
Local example · sample data · nothing is activated
SENTENCE BEFORE FLOWYour sentence.
Your sentence.
An automation you can check.
02 / The visible flow3 example steps
Deal won → onboarding
Why: Both steps stay inside Peak One. Nothing goes outside, so the flow needs no approval, only a passed test.
- 01Trigger: deal marked as won in Peak CRM
- 02Step 1: task “Start onboarding”, linked to the deal
- 03Step 2: notice in the Inbox of the responsible person
02 / Three phases
Describe. Test. Let it run.
Every automation takes the same path, whether you type it, dictate it or start from a template.
02 / Visible flow
Check and test
- 01Example step
Trigger: deal marked as won in Peak CRM
- 02Example step
Step 1: task “Start onboarding”, linked to the deal
- 03Example step
Step 2: notice in the Inbox of the responsible person
Activate and watch
Only after a passed test does the automation run, in a queue with retries. The history explains every run in plain words.
Your review is still open.
These marks activate nothing.Proposal and activation stay separate
What this page does not do.
Fixed examples
The proposals above are stored examples. No model runs here, and your sentence is not saved.
Your sentence→Fixed rule→Example steps
The sculpture illustrates the flow. It is not a product interface.
The sculpture illustrates the flow. It is not a product interface.Only your connections
In the product an automation only uses connections a person in your workspace set up. Nothing connects silently.
- Activation
- Only after a passed test
- Rights
- Roles in the workspace
Risky steps wait
Steps with outside effect, such as an email to customers, wait for a confirmation or an owner or admin approval in the Inbox.
ProposalActivation
The next step
Your first automation, sentence by sentence.
Start Peak Automations, describe a recurring chore and look at the flow before you test it.
Describe your first automationPeak Automations · How it worksWhen does it start?
Local example · sample data · nothing is activated
Frequently asked questions
Does an automation go live right away?
No. Activation is only possible once a test of the current version has passed.
Do I have to assemble steps by hand?
No. You can describe in one sentence what should happen. Peak picks only from existing triggers and actions and shows you the draft.
What happens with risky steps?
They wait for a confirmation or an owner or admin approval in the Inbox.