Concepts
Core concepts that make up the GTM Engine automation platform.
GTM Engine has two automation primitives — workflows and agents — plus supporting concepts that explain how data moves through the system. Read these pages once, and the rest of the product will feel much easier to reason about.
Platform Map
1
Automation Library
The workspace where workflows, agents, triggers, folders, recommended automations, and the Process Map live.
2
Triggers
Events, schedules, or webhooks that kick off workflows with explicit input mappings.
3
Workflows
Deterministic graphs of tasks that perform repeatable CRM, AI, enrichment, and integration work.
4
Agents
AI assistants that interpret user intent and call core tools or workflow tools.
Start Here
Read first
1. Workflows vs. agents
Start with Workflows vs. agents. It explains when to use a deterministic workflow, when to use an AI agent, and when to combine them.
Repeatable process
2. Workflows
Read Workflows to understand the builder, inputs, outputs, published versions, run history, and workflow tools.
Conversational layer
3. Agents
Read Agents to understand prompts, models, tools, Genie, custom agents, and test chat.
Hands on
4. Build something
Follow Build your first workflow or Build your first agent when you are ready to try the concepts in the product.
Supporting Concepts
How workflows start
Triggers
Standalone, reusable entities that kick off workflows in response to record events, schedules, or webhooks.
Workflow steps
Tasks
The building blocks of a workflow. Each task does one thing: find prospects, enrich, run AI, branch, loop, update a record, or call an integration.
Data flow
Variables
How data flows from triggers into workflow inputs, between tasks, and out as workflow outputs.
Workspace
Automation Library
The unified workspace where workflows, agents, triggers, folders, recommended automations, and the Process Map live together.
Common Paths
- I want to automate a repeatable CRM process — read Workflows, Tasks, and Variables.
- I want an assistant users can talk to — read Agents and Workflows vs. agents.
- I want an agent to take real action — read Workflows vs. agents, then Use a workflow as an agent tool.
- I want automation to run automatically — read Triggers, then Trigger on a stage change.
- I want to troubleshoot a workflow — read Debug a failed workflow run and Use variables and Liquid safely.
- I want to operationalize GTM data — read Configure AI auto-fill, Import and enrich prospects, and Build an outbound prospecting workflow.