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Peak Atlas

Workflow automation for small teams

Describe workflows once, without having to remember every time.

Recurring steps such as onboarding new customers often depend on the memory of individual people. Here you see what matters in workflow automation software and what Peak Automations can do today.

See Peak AutomationsSee the selection guide
01

Here's what it looks like

AutomationsExample
New customer · Onboarding
Description
Create the first tasks for every new customer
Steps
Create tasks · Approval by Lea Brandt · wait two days
Test
Walked through with Bäckerei Sommer
Last run
Today early, without errors

Execution approved

Simplified sample view with made-up data.
02

On this page

  1. 01Overview
  2. 02Selection guide
  3. 03Use
  4. 04Features
  5. 05Is it a fit?
  6. 06FAQ

Quick overview

What workflow automation means.

Workflow automation
A workflow that always runs the same way is described once and then executed by the software: create tasks, wait for an approval, continue after a deadline. The difference from a checklist is that nobody has to trigger the next step.
Example
An agency describes its customer onboarding once. When a new customer starts, the first tasks are created, the team lead approves the schedule, and two days later the next step follows, even if the responsible colleague is on vacation.
Common mistakes
  • Automating a workflow that isn't running reliably yet
  • Creating automations that nobody understands later
  • Going live without testing and only noticing errors at the customer

How you know it's time

Three characters, that a workflow depends on one person.

  • A step is missing for the new customer because the colleague who usually remembers it is out.
  • Somewhere an old automation is running, but nobody knows exactly what it does anymore.
  • Before anyone automates something, the team asks whether something like that already exists.

Selection guide

What matters in workflow automation.

Eight criteria, pre-weighted for small service providers and agencies. Adjust what matters for your team and see where Peak Automations fits and where it doesn't.

  1. Describe workflows without coding

    Available in Peak One

    Whoever knows the workflow should be able to set it up too, without developers.

    Peak One: You describe in plain words what should happen. A workflow you review is created from that.

    How important is “Describing processes without coding” to you?

  2. Review and test before the first run

    Available in Peak One

    An automation only runs once it's clear what it does.

    Peak One: Every workflow is reviewed and tested. Execution only starts with your approval.

    How important is “Reviewing and testing before the first run” to you?

  3. Traceable runs

    Available in Peak One

    Whenever you ask why something happened, you can find the matching run.

    Peak One: A view shows what the automations did most recently and why they ran.

    How important is “Traceable runs” to you?

  4. Triggers that fit the workflow

    Not yet verified

    Schedules, events such as a new customer, or signals from other tools start the workflow.

    Peak One: Which triggers exist isn't described on the website yet. You see them when reviewing a workflow in the app.

    How important is “Triggers that fit the process” to you?

  5. Multiple steps with approvals and wait times

    Available in Peak One

    Real workflows are rarely a single step.

    Peak One: Workflows can consist of tasks, approvals, and wait times, and you see which step is currently up.

    How important is “Multiple steps with approvals and wait times” to you?

  6. Errors stand out

    Available in Peak One

    An automation that stops working must not sit unnoticed.

    Peak One: A dedicated view shows whether all automations are running without errors and which need attention.

    How important is “Errors get noticed” to you?

  7. Actions in other tools

    Planned

    A workflow writes to your CRM, inbox, or team chat, not just to its own app.

    Peak One: Actions in connected tools are marked as planned on the website. Today, Peak One reads from connected tools.

    How important is “Actions in other tools” to you?

  8. Permissions to create and approve

    Not yet verified

    Who on the team can build automations and who can approve them.

    Peak One: Who on the team can create or approve automations isn't described on the website yet. Check this in the app before deciding.

    How important is “Permissions for creating and approving” to you?

Your selection

4 must-have criteria

Available in Peak One
3
Partial
0
Planned
0
Not included
0
Not yet verified
1

Watch out for this:

  • Trigger matching the process: Which triggers exist isn't described on the website yet. You see them when reviewing a workflow in the app.

The weighting is a suggestion. Adjust it to your team; nothing is saved.

Example from an agency

An onboarding, that no longer depends on one person's calendar.

  1. TriggerA new customer signs
  2. 01 · DescriptionDescribe a workflowCreate the first tasks for every new customer.
  3. 02 · ProcessReview stepsTasks, an approval by the team lead, two days of waiting.
  4. 03 · Test runTry itWalk through it with an existing customer before it gets serious.
  5. 04 · ExecutionApproveOnly now does the workflow run for every new customer.
Result: For the next customer, the tasks are created without a reminder. If someone asks where a task came from, the history shows which run created it.

Peak Automations

What's included today.

Only what's documented on the Automations app page. Anything missing there appears in the selection guide as “Not yet documented” or “Planned.”

Is this right for you?

Put in honest perspective.

Peak Atlas runs this page. That's why it also says when an integration platform is the better choice.

Peak One is a good fit if

  • Recurring workflows in your team consist mainly of tasks, approvals, and wait times.
  • You want every automation reviewed before its first run and every run to stay traceable.
  • Nobody on the team should have to code to set up a workflow.

Something else fits better if

  • You want your workflows to write data back and forth between many other tools today. That's planned for Peak One but not yet available.
  • You need certain triggers such as webhooks or fixed schedules guaranteed. Check this in the app; the website doesn't describe the triggers yet.
  • You build data pipelines with conversions and developer logic. A specialized integration platform fits better for that.

Frequently asked questions

Briefly answered.

Which workflows are best to automate first?

Those that occur often, always run the same way, and today depend on one person, such as onboarding new customers. Workflows that still change every week are better described first as a checklist.

Is automation worth it at all?

That depends on how often the workflow occurs, how much time it takes, and what setup and operation cost. The free automation calculator under Calculators & tools shows the hours freed up and when the effort pays off. Freed-up time is capacity, not automatically saved money.

Do I need to know how to code?

Not with Peak Automations. You describe in plain words what should happen and review the workflow that results.

Can Peak Automations trigger actions in Slack, HubSpot, or Gmail?

Not today. Peak One reads from connected tools; actions in connected tools are planned and will be labeled as soon as they're available.

What happens when an automation stops working?

A dedicated view shows whether all automations run without errors and which need attention. In the history you see what happened on the last run.

Sources & freshness

What this page is based on.

Content last checked against the product status on October 10, 2026. What is not yet available in Peak One is labeled “Planned” or “Not included”.

Recurring workflows that run even when nobody remembers them.

See Peak AutomationsView pricing