Every sales team has repeatable processes - follow up after a demo, notify the team when a deal moves to negotiation, create an onboarding task when a deal closes. SalesSheet's Automações Engine lets you define those workflows once and forget about them. Choose from 4 trigger types (New Record, Field Change, Stage Change, Time-Based), pair them with 4 action types (Create Task, Send Notification, Update Field, Send Slack Message), and the system executes your playbook reliably every time. A 5-layer anti-loop protection system ensures automations never spiral out of control, and 4 pre-built templates get you started in seconds.
Visual automation builder with trigger and action cards - pick a trigger on the left, attach actions on the right
Build workflows visually, let IA generate them from plain English, and trust the 5-layer safety net to keep everything running smoothly.
The automation builder uses a clean visual interface: pick a trigger on the left, define conditions in the middle, and choose actions on the right. No code, no flowcharts with dozens of branches - just a straightforward "when this happens, do that" model. Select your trigger type from New Record (fires when a contact, deal, or task is created), Field Change (fires when a specific field value changes), Stage Change (fires when a deal moves etapas do pipeline), or Time-Based (fires on a schedule or after a delay). Then attach one or more actions that execute automáticoally every time the trigger fires.
The most dangerous thing an automation engine can do is trigger itself in an infinite loop - automation A updates a field, which triggers automation B, which updates the same field, which triggers automation A again. SalesSheet prevents this with 5 layers of protection: execution depth limits stop chains longer than 5 levels deep, duplicate detection blocks the same automation from firing twice on the same record within a window, field-change deduplication ignores updates that set a field to its current value, rate limiting caps execution frequency per automation, and a global circuit breaker pauses all automations if total execution volume spikes abnormally.
Do not want to use the visual builder? Just tell the IA Chat what you want automated. Type "when a deal moves to Closed Won, create an onboarding task assigned to the account manager and send a congratulations message to the sales-wins Slack channel" - and the IA builds the complete automation for you, trigger and actions configured, ready to activate. You can review and edit the generated automation before turning it on. The 4 pre-built templates cover the most common workflows: new lead follow-up, deal stage notification, stale deal reminder, and closed-won celebration.
Open the Automações panel and click "New Automation." Select one of the 4 trigger types. New Record triggers fire whenever a contact, deal, company, or task is created - perfect for sending welcome messages or assigning initial tasks. Field Change triggers fire when any specified field is updated, so you can react to status changes, tag additions, or owner reassignments. Stage Change triggers are optimized specifically for pipeline movement, firing when a deal enters or leaves a specific stage. Time-Based triggers fire on a schedule or after a delay relative to a record's creation or last update date.
Trigger selection: Deal Stage Change, Field Change, New Record, or Scheduled
Attach one or more actions to your trigger. Create Task generates a new task with a title, description, due date, and assignee you define - with support for dynamic fields that pull values from the triggering record. Send Notification delivers an in-app or email notification to specific team members or the record owner. Update Field changes any field on the triggering record or a related record to a value you specify. Send Slack Message posts a formatted message to any connected Slack channel with dynamic record data embedded. Chain multiple actions together and they execute in sequence.
Action configuration with dynamic fields - Create Task, Send Slack, Send Notification, Update Field
Toggle the automation on and it starts running immediately. Every execution is logged with a timestamp, the triggering record, and the outcome of each action - success, skipped (conditions not met), or failed (with error details). The automation painel shows execution counts, success rates, and recent activity for every active automation. If an automation misfires, você pode pause it com um clique, review the execution log to understand what happened, adjust the trigger or conditions, and reactivate. The anti-loop protection runs silently in the background, and você pode see its interventions in the execution log.
Automation painel with on/off toggles, execution counts, and status indicators
4 triggers, 4 actions, 5-layer safety net, pre-built templates, and IA-powered creation. Define your workflows once and let SalesSheet handle the rest. Start your free trial and build your first automation in under two minutes.
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