Multi-source synthesis
Connect CRM, reports, planning documents and external data into a single coherent picture.
Automation workflows — brief it once, the agent runs the whole process
Build automated processes for your organization: the agent synthesizes data from internal sources, analyzes, summarizes and pressure-tests strategy — challenging assumptions, weighing risks and handing results to the right people at the right time.
portal.stepx.vn/workflows
Real examples
Three processes the agent runs end to end
Not one prompt at a time: you approve a script once and the agent repeats it exactly, from gathering the data to the final report.
The bot sits in your meeting — then does the homework after
The agent joins the meeting, listens and synthesizes. Afterwards it stress-tests the strategy's logic, pulls fresh market data and comes back with a complete analysis — before work starts the next morning.
- Auto-joins the meetingListens, takes notes and synthesizes the whole discussion
- Stress-tests the strategy's logicCross-checks assumptions, flags contradictions and gaps
- Researches the internetBacks every assumption with real market data
- Builds hypothetical scenariosSimulates each option with opportunity-cost analysis
- Full report delivered to the teamOutputMeeting summary + analysis + recommended scenarios, ready by 8am
Features in detail
Process automation, from raw data to decision
Deep analysis
Summaries, anomaly detection and strategic-logic analysis grounded in your real business data.Pressure-test assumptions
Challenge business assumptions, surface hidden risks and blind spots in the plan.Intelligent process automation
Agents run the repetitive steps of your workflows — collecting, reconciling, summarizing and routing to the right person at the right time.Content production
Turn the chosen strategy into articles, reports and videos consistent with your direction.Fully automated scheduling
One-off or recurring — the workflow starts on schedule, runs end to end and delivers the result without anyone pressing a button.
How to use it
The workflow in 4 steps
Connect data sources
Bring CRM, sales reports, planning docs and other internal sources into your organization, with secured permissions.Ask strategic questions
Ask in natural language: “Why are margins declining?”, “Which channel deserves the budget?”Get analysis & scenarios
The agent analyzes, pressure-tests assumptions and returns scenarios with risks — you validate and decide.Schedule & hand off
Put the workflow on a recurring schedule, fully automated, with results delivered to the right people at the right time.
Start automating your processes today
Available from the Professional plan — build your first workflow in minutes and upgrade when you need more task capacity.