Automate
Automation in Sift lets you take repetitive work off your team's plate so the right things happen on their own. Instead of manually routing every conversation or retyping the same answers, you set up the logic once and Sift carries it out the moment a conversation arrives, a status changes, or a scheduled time hits.
These tools fall on a spectrum. Simple, deterministic routing belongs in Action Rules. Multi-step logic with branching, external calls, or scheduled runs belongs in Workflows. Saved Responses speed up agents who are still in the loop.
At a glance
| Route, tag, assign, and prioritize incoming conversations the moment they arrive with no-code Action Rules | ✅ |
| Build multi-step automations visually with Workflows: triggers, conditions, and actions wired together | ✅ |
| Start workflows from a wide range of events: new actions, status changes, tags, saved-search matches, or a recurring schedule | ✅ |
| Give agents one-click templated replies with dynamic placeholders through Saved Responses | ✅ |
| Let everything run in the background without blocking the agent's inbox, with each run logged for review | ✅ |
What's in here
Workflows
Workflow Triggers
Action Rules
Saved Responses
Who uses this
Managers and admins set up automation. They define the rules and workflows that route work to the right teams, decide which replies are templated, and own the publishing calendar. Agents benefit from the result: a cleaner queue, faster replies, and less manual busywork, without having to configure anything themselves.