Z
Zivvy
Features

AI Automation

Automate repetitive ops work with AI-triggered workflows, approvals, and follow-ups in Zivvy.

The snag

Teams lose hours every week on manual follow-ups, task routing, and status updates across chat and spreadsheets.

How Zivvy helps

Zivvy AI Automation watches workflow events, triggers the right next action, and keeps every owner accountable.

What you get

  • Reduce manual status tracking across sales, ops, and finance
  • Auto-assign owners using rules based on stage, value, or risk
  • Keep audit trails for every automated decision and action

Workflow stream

Auto-create tasks when high-value deals stall

Common uses

  1. 01

    Auto-create tasks when high-value deals stall

  2. 02

    Trigger finance checks before purchase approvals

  3. 03

    Escalate overdue invoices with guided next actions

0

free seats forever

0

card required to start

1

workspace for the workflow

Questions

Ready to try it?

Free plan. Two seats. No card.