Cotera Workflows
Something happens. Your agents take it from there.
Cotera workflows connect real-world triggers to agents that research, triage, and act. The result lands where your team already looks.
One click copies a working workflow into your workspace. Agents, filters, and formatting included.
Trigger
Zendesk · Ticket created
“PRODUCTION DOWN: checkout completely broken”
Agent
Triage the ticket
Filter
severity is urgent or high
Deliver
#support-escalations
Ticket 48213 · bug · urgent · angry. Escalate to on-call now.
Workflows start where work starts
The pattern
Trigger, agents, delivery.
Every workflow follows the same shape. Every step is one your team can open and adjust.
Something happens
A ticket lands in Zendesk. A meeting books in Calendly. An error fires in Sentry. Or the schedule ticks.
Agents do the work
A real agent researches, checks your CRM, and makes the call. Filters decide whether the run continues.
It lands where you look
The result arrives in Slack, your tracker, or your CRM. Cited, structured, ready to act on.
Launch templates
Working workflows, one click away.
Five workflows for sales, support, CS, and engineering. One link copies the whole thing into your workspace. Connect your accounts and switch it on.
Zendesk · Ticket createdTicket Triage & Enrichment
Every new ticket triaged in seconds: category, severity, sentiment, next step. Urgent ones hit Slack. How-to questions marked URGENT!!! stay in the queue.
Calendly · Meeting bookedPre-Meeting Research Briefs
Someone books a meeting, and the brief beats them to it. Company research plus their LinkedIn profile and posts, in one Slack message.
Target-Account News Sweep
Every Monday, one cited digest of your target accounts. Launches, funding rounds, leadership changes. Quiet accounts skipped.
QBR Prep Pack
Per account: usage from PostHog, support history from Zendesk, sentiment from the web. One pack, three talking points: a win, a risk, an expansion.
Sentry · New issueError Triage
Each new Sentry issue becomes one crisp alert: what broke in plain language, the likely area, a next step. Warnings never page the channel.
Or describe your own
Tell Coco what should happen and when. It builds the workflow and wires the agents. These five started the same way.
Build a workflowUnder the hood
Automation that can think mid-flow.
Classic automation breaks when a step needs judgment. Cotera puts an agent there and keeps the run durable around it.
Real agents at every step
Steps aren’t if-this-then-that rules. They’re agents with tools and judgment, running the moment work arrives.
Trigger from anywhere
First-class webhooks for Zendesk, Calendly, Sentry, Stripe, GitHub, and more. Plus a custom webhook for any HTTP POST.
Or on a schedule
Hourly, weekly, quarterly. Cron-precise schedules with default inputs, so recurring work runs itself.
Filters that gate the flow
Route on what the agent decided: escalate only urgent tickets, alert only on errors.
Structured hand-offs
Agents emit structured output that downstream steps template into Slack messages, filters, and tools.
Durable, observable runs
Retries, rate limits, and long steps handled. Every run is inspectable: what ran, what it decided, what it delivered.
WHAT ARE YOU WAITING FOR?
Ready to build?
Stop duct-taping tools.
Stop writing playbooks no one follows.
Start building agents that actually do the work—and do it well.
Cotera: For people who think busywork is boring.
"This is the best product ever when it comes to shipping. Ten on ten recommended. I just can't wait to see what happens with this product."
Rebecca Blount
Director, Customer Success