When should I use a workflow vs an AI agent?

Use workflows when the logic is fixed and repeatable — sequences, routing rules, scheduled tasks, data transformations. Use AI agents when the task requires reading context, making judgment calls or adapting to new information — lead qualification, account research, personalized outreach, signal monitoring. Most revenue motions need both: workflows for the skeleton, agents for the intelligence.

What triggers can I use to start a workflow or agent?

Orbitype supports four trigger types: cron schedules (run at any time interval), database events (trigger on INSERT, UPDATE or DELETE in any table), webhooks (receive a payload from any external tool) and manual execution. This means your revenue motions can react to any signal — a new lead in your CRM, a form submission, a product event or a scheduled cadence.

How does human-in-the-loop work in practice?

You define exactly where human approval is required — before sending an outreach message, before updating a deal stage, before escalating an account. At those points the agent pauses, surfaces the decision to the right person and waits for approval before continuing. Everything else runs autonomously. You stay in control of what matters without becoming a bottleneck for everything else.

How do I make sure my automations don't break in production?

Every workflow in Orbitype is version-controlled. Every time you save a node, the full workflow state is snapshotted — up to 50 versions retained. If something breaks, you restore the last working version in one click. You can also set hard time limits on nodes to prevent runaway executions from burning through resources.

What built-in services do agents have access to?

Orbitype injects a full suite of services directly into your workflow nodes and agents — AI (chat, image, embeddings), OCR, headless browser, web search, LinkedIn, XLSX processing and more. No external API subscriptions needed. One platform, one bill, all the capabilities your revenue agents need to prospect, research, enrich and communicate.

Can I build sub-workflows and reuse logic across multiple automations?

Yes. Any workflow can be triggered via webhook, making it a callable sub-workflow from any other automation. Extract shared logic — lead enrichment, data validation, notification dispatch — into dedicated workflows. Update once, every automation that calls it benefits immediately. This keeps your revenue infrastructure modular, maintainable and fast to iterate.

Agents and Automation

Your AI Workforce.
Running Every Revenue Motion. 24/7.
Your AI Workforce. 24/7.

Orbitype runs your outreach, qualifies your leads, enriches your pipeline and follows up — automatically. Deterministic workflows for your revenue logic. Autonomous agents for everything that needs judgment.

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Your revenue team should not be spending time on tasks a machine can do better. Orbitype gives you two complementary execution layers: deterministic workflows that run your revenue logic with precision — sequences, routing, scoring, scheduling — and autonomous AI agents that handle everything requiring judgment — qualifying prospects, enriching accounts, responding to signals, deciding next steps. Together they form a complete AI workforce that runs your GTM motion around the clock, hands off to your reps at exactly the right moment, and never misses a follow-up.

What your AI workforce does for each revenue role

Workflows and agents are not the same thing — and knowing when to use each is what separates a fragile automation from a reliable revenue engine.

Workflows — your deterministic revenue logic: Workflows are serverless function graphs. They execute your business rules exactly as defined — every time, without deviation. Use them for outreach sequences, lead routing, pipeline stage transitions, data enrichment triggers, scheduled reporting and any process where the logic is fixed. Workflows support every trigger type: cron schedules, database events, webhooks and manual execution. Every workflow is version-controlled with up to 50 restore points — so you can ship fast and roll back safely.

AI Agents — your autonomous judgment layer: Agents handle what workflows cannot — tasks that require reading context, making decisions and adapting to new information. Your agents prospect new accounts, score inbound leads against your ICP, research companies before outreach, draft personalized messages, monitor signals and decide when to escalate to a human. They run in the background continuously, or trigger on specific events. Human-in-the-loop mode lets you stay in control of critical decisions without slowing everything else down.

For RevOps: Build a fully automated pipeline — from first signal to closed deal. Leads are scored, routed, enrolled in sequences and handed to reps with full context. No manual data entry, no missed follow-ups, no pipeline rot.

For Sales: Your agents research every account before you touch it. They send the first three touchpoints, monitor for replies and hand off the moment a prospect engages. You spend your time on conversations that close, not on tasks that should be automated.

For Marketing: Agents monitor intent signals, enrich contact records, trigger nurture sequences and generate campaign content. Workflows distribute across channels on schedule. Your campaigns run themselves.

For Founders: Your entire revenue motion runs while you sleep. Agents prospect, qualify and enrich. Workflows sequence, route and notify. Your team wakes up to a pipeline that moved overnight.

What revenue teams ask about agents and automation

Workflows vs Agents

: Use workflows when the logic is fixed and repeatable — sequences, routing rules, scheduled tasks, data transformations. Use AI agents when the task requires reading context, making judgment calls or adapting to new information — lead qualification, account research, personalized outreach, signal monitoring. Most revenue motions need both: workflows for the skeleton, agents for the intelligence.
: Orbitype supports four trigger types: cron schedules (run at any time interval), database events (trigger on INSERT, UPDATE or DELETE in any table), webhooks (receive a payload from any external tool) and manual execution. This means your revenue motions can react to any signal — a new lead in your CRM, a form submission, a product event or a scheduled cadence.
: You define exactly where human approval is required — before sending an outreach message, before updating a deal stage, before escalating an account. At those points the agent pauses, surfaces the decision to the right person and waits for approval before continuing. Everything else runs autonomously. You stay in control of what matters without becoming a bottleneck for everything else.

Production, Safety & Control

: Every workflow in Orbitype is version-controlled. Every time you save a node, the full workflow state is snapshotted — up to 50 versions retained. If something breaks, you restore the last working version in one click. You can also set hard time limits on nodes to prevent runaway executions from burning through resources.
: Orbitype injects a full suite of services directly into your workflow nodes and agents — AI (chat, image, embeddings), OCR, headless browser, web search, LinkedIn, XLSX processing and more. No external API subscriptions needed. One platform, one bill, all the capabilities your revenue agents need to prospect, research, enrich and communicate.
: Yes. Any workflow can be triggered via webhook, making it a callable sub-workflow from any other automation. Extract shared logic — lead enrichment, data validation, notification dispatch — into dedicated workflows. Update once, every automation that calls it benefits immediately. This keeps your revenue infrastructure modular, maintainable and fast to iterate.

Your revenue motion should not stop when your team logs off.

Deploy your AI workforce today. Workflows run your revenue logic. Agents handle the judgment calls. Your pipeline moves 24/7 — no extra headcount required.

Your AI Workforce.Running Every Revenue Motion. 24/7.Your AI Workforce. 24/7.