Intelligent iPaaS / Process Automation
Process automation that ships in days.
Visual workflow automation with the depth enterprises need — branching logic, human approvals, error handling, and retry. Build once, run reliably at any scale.
What it does.
Visual workflow builder
Drag-and-drop builder for multi-step workflows. Branching, loops, conditional logic, and parallel execution — no code required.
Human-in-the-loop approvals
Insert approval steps anywhere in a workflow. Route to Slack, email, or a custom form. Resume automatically when approved.
Error handling & retry
Define error paths, retry policies, and fallback actions. Workflows recover gracefully — alerts fire when human intervention is needed.
Event-driven triggers
Kick off workflows from webhooks, schedules, polling, or upstream events. React in real time or run on a cadence.
Sub-workflows & reuse
Package common logic as reusable sub-workflows. Teams share building blocks instead of rebuilding the same patterns.
What you see is what runs
Every step, every branch, every condition is visible in the builder. No hidden logic, no kludges, no workarounds buried in code. Your process looks exactly like what executes in production.
AI steps in every workflow
Drop LLM calls, classification, and extraction directly into any workflow. Automate the decision, not just the data movement.
What you can build
See what teams build with Process Automation.
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IT request automation
Route software requests from Jira through an approval workflow in Slack, provision in Okta, and close the ticket — automatically.
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Contract approval
Route contracts through legal, finance, and exec sign-off based on value thresholds. Docusign triggers the next step when each party signs.
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Lead qualification
Enrich inbound leads, score against ICP criteria, and route to the right rep or sequence — triggered the moment a form is submitted.
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Invoice processing
Extract invoice data, match to POs, flag exceptions for human review, and post approved invoices to NetSuite — end to end.
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Employee offboarding
Deprovision accounts across Okta, Google Workspace, Slack, and Jira the moment HR closes the departure in Workday.
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Incident escalation
PagerDuty fires, workflow routes to the on-call team in Slack, logs in Jira, and escalates if unacknowledged within SLA.
Frequently asked questions
How is this different from Zapier or Make? +
Zapier and Make are built for simple linear automation — great for two-step triggers, not enterprise processes. Tray.ai handles complex, multi-branch workflows with error recovery and human approvals. And critically: governance. RBAC, audit trails, access controls, and compliance visibility across every workflow run. Cisco runs 600M+ tasks a year on Tray.ai. That's not a Zapier workload — and it's not a Zapier risk profile either.
Can non-technical teams build automations? +
Yes. The visual builder is accessible to ops and business teams. Low-code steps and custom code are available for builders who need them. Most customers have a mix.
What happens when a workflow fails? +
You define the error path — retry, alert, fallback action, or human escalation. Workflows don't silently fail. Every run is logged with full execution history.
One platform
No frankenware. Just one platform.
Process Automation, Data Integration, Connectivity, API Management, IDP, and Embedded Integrations — all on the same platform, sharing the same connector library, governance layer, and data model. Not acquired and stitched. Built as one.
See Process Automation in action.
Walk through a scenario from your stack with a Tray.ai expert.