Employee onboarding
Workday hire event → create accounts in Okta, Google and Slack → order a laptop in ServiceNow → brief the manager.
Insiro Automation
Automate the whole journey, not just the next step.
Connect agents to 1,700+ SaaS apps and run the complete process: trigger, research, decide, update records, notify people and confirm it worked, with approvals exactly where you want them.
1,700+ appsMCPPipelinesRoutinesSkills
Box
Notion
Zoom
Calendar
Figma
Salesforce
Asana
Docs
HubSpot
Intercom
Snowflake
Linear
Slack
Workday
ServiceNow
Stripe
JiraWhat is Insiro Automation?
Insiro Automation connects AI agents to 1,700+ SaaS applications and automates complete business journeys, from trigger to outcome. Teams build visual pipelines with triggers, agents, branches and approvals, schedule agents, set standing routines, and reuse skills taught by demonstration, all running under Insiro's governed gateway.
- 1,700+SaaS apps and any MCP server
- 7pipeline node types
- 24/7routines that watch for events
- 1×demonstration to teach a skill
Insiro Automation · builder
How do you build an AI automation with Insiro?
Drop in a trigger, the apps it needs and an agent that decides, then add a human approval where it matters. Insiro runs each step through its governed gateway and shows every call as it happens. Press Run, click any step to inspect it, or use + to add the next action.
Add a step
Visual pipelines
Drag in a trigger. Let agents handle the messy middle.
Build pipelines with trigger, agent, if, switch, filter, merge and stop nodes. Pass outputs between steps by reference. Where the logic is fuzzy, drop in an agent; where it must be exact, use a rule.
- Agent playbooks for repeatable multi-step jobs, and scheduled agents for recurring work.
- Human review nodes: a step can pause for "Looks good" or "Send back".
- Run history with every node's inputs, outputs, tokens and timing.
Why Insiro, not the alternativesClassic workflow tools force you to anticipate every branch in advance. Insiro lets an agent read the ticket, the email or the record and decide, while the pipeline keeps the guardrails, approvals and retries deterministic.
Trigger
Step 1 · On a schedule
Weekdays at 9:00
JStep 2
Search Jira for blocked tickets
Step 3 · If
Priority is P1 and owner is on leave
SStep 4 · Send chat
Post a summary to #eng-leads
{ } Step 2{ } Step 3
Select action
Agents
Use Insiro AIUse an agentSearch the webRun code
Search
Search Confluence
Search GitHubSearch Jira
Search DriveSend & update
Send emailPost to SlackUpdate SalesforceCreate ticketActions and MCP
Get work done in connected apps.
Draft emails, create tickets, update records and move files through native and MCP-based connections, right from chat, a pipeline or an AI teammate. Each action runs with the user's own permissions.
SalesforceCRM & salesHubSpotCRM & sales
PipedriveCRM & sales
AttioCRM & sales
ApolloCRM & sales
ZoomInfoCRM & sales
GongCRM & sales
SeismicCRM & sales
LinkedInCRM & sales
CalendlyCRM & sales
ZendeskSupport & ITSMServiceNowSupport & ITSMIntercomSupport & ITSM
FreshdeskSupport & ITSM
PagerDutySupport & ITSM
TwilioSupport & ITSM
WhatsAppSupport & ITSM
DiscordSupport & ITSMSlackWork & docs
TeamsWork & docs
OutlookWork & docsGmailWork & docsCalendarWork & docsNotionWork & docsConfluenceWork & docs
SharePointWork & docsGoogle DriveWork & docs
OneDriveWork & docsDocsWork & docs
Google SheetsWork & docs
ExcelWork & docs
OneNoteWork & docs
DropboxWork & docsBoxWork & docsZoomWork & docs
MiroWork & docs
CanvaWork & docsFigmaWork & docs
TypeformWork & docs
DocuSignWork & docsJiraProjects & engineeringLinearProjects & engineeringAsanaProjects & engineering
MondayProjects & engineering
TrelloProjects & engineering
ClickUpProjects & engineering
SmartsheetProjects & engineering
AirtableProjects & engineeringGitHubProjects & engineering
GitLabProjects & engineering
SentryProjects & engineering
DatadogProjects & engineering
PostHogProjects & engineering
VercelProjects & engineering
SupabaseProjects & engineering
PostmanProjects & engineering
NetSuiteFinance & HR
QuickBooksFinance & HR
XeroFinance & HRStripeFinance & HR
RampFinance & HR
BrexFinance & HR
SAPFinance & HRWorkdayFinance & HR
RipplingFinance & HR
DeelFinance & HR
BambooHRFinance & HR
GreenhouseFinance & HR
LeverFinance & HR
OktaFinance & HRSnowflakeData & BI
BigQueryData & BI
RedshiftData & BI
DatabricksData & BI
PostgreSQLData & BI
MongoDBData & BI
ClickHouseData & BI
ElasticsearchData & BI
TableauData & BI
Power BIData & BINo featured app matches. Insiro's catalog has 1,700+ more, and any MCP server can be added.
Showing featured connectors. The full catalog covers 1,700+ apps, plus any MCP server you register.
End-to-end journeys
Journeys teams automate first.
Each one crosses three or more systems and used to need a person to carry context between them.
Invoice to cash
New invoice in NetSuite → match payment in Stripe → chase overdue customers by email → update the AR dashboard.
Incident follow-up
P1 in Jira → gather logs and deploys from GitHub → draft a post-mortem in Confluence → post status to Slack.
Lead to meeting
Form fill in HubSpot → enrich and score → route to the right rep in Salesforce → book time on Calendar.
Ticket deflection
Zendesk ticket → search knowledge and past tickets → draft a reply → hold for agent review if confidence is low.
Access reviews
Quarterly schedule → pull app access from Okta → ask managers to confirm → revoke and file evidence.
01 · Pipelines
7
node types
Trigger, agent, if, switch, filter, merge and stop, plus human review on any step.
02 · Routines
24/7
standing goals
Routines watch for a condition and start the right goal or pipeline when it happens.
03 · Skills
1×
demonstration to teach
Show a task once in the cloud browser; agents reuse it wherever it fits.
Why Insiro
Automation vs. the alternatives.
| Capability | Insiro Automation | iPaaS | RPA | Agent-only tools |
|---|---|---|---|---|
| Handles unstructured inputs | Agents inside steps | Fixed mappings | Fixed scripts | Yes |
| Deterministic branches and retries | Yes | Yes | Brittle | Rarely |
| App coverage | 1,700+ and any MCP server | Broad | Screen-level | A few dozen |
| Human approval on risky steps | Risk tiers, exact-action approval | Manual steps | Manual steps | Basic |
| Per-user delegated credentials | Brokered per call | Shared service accounts | Bot accounts | Varies |
| Token and cost per run | Every node | Task counts | Bot hours | Totals only |
What is Insiro Automation?
Insiro Automation connects AI agents to 1,700+ SaaS applications and automates complete business journeys, from trigger to outcome. Teams build visual pipelines with triggers, agents, branches and approvals, schedule agents, set standing routines, and reuse skills taught by demonstration, all running under Insiro's governed gateway.
How many apps does Insiro Automation connect to?
Insiro connects to more than 1,700 SaaS applications through native connectors, a managed connector catalogue and any Model Context Protocol (MCP) server you register. Common examples include Salesforce, HubSpot, ServiceNow, Jira, Slack, Microsoft 365, Google Workspace, Workday, NetSuite, Zendesk, GitHub and Snowflake.
How is Insiro different from iPaaS or RPA tools?
iPaaS and RPA run fixed scripts: when the input or the page changes, the flow breaks. Insiro pipelines can include agents that read, decide and adapt within each step, while keeping deterministic branches, approvals and retries where you need them. Every app action still passes the same governed, audited gateway.
Can I connect my own internal tools?
Yes. Register any MCP server from the admin console, or build a custom tool in the Developer Tool Studio with a JSON schema and a Python implementation, then publish it to selected Spaces. Custom tools get the same risk tiers, rate limits, permissions and telemetry as built-in connectors.
What triggers can start an automation?
Pipelines start on a schedule, on demand, from a webhook or app event, from a chat message, or from a standing routine. Routines keep watching for a condition, such as a new high-value lead or an overdue invoice, and start the right pipeline or goal when it occurs.
Do users need to share credentials with the automation?
No. Each user connects their own account once through OAuth. At run time the gateway brokers that user's delegated token to the tool, so actions happen with the user's own permissions. Workspace-level service connections are also supported for shared automations, with admin approval.
Pick one journey. We'll automate it with you.
Bring a process that crosses three systems. In the demo we connect them and run it end to end with approvals on.
- 13governance checks on every agent tool call
- 1,700+SaaS apps agents can act in
- 30+data dialects for plain-English questions