⚡ Collabase Automations: Automation and AI, third-Party Integrations & Agents

We are planning a native Automation Engine to connect Collabase with your broader operational stack and automate complex processes. By combining deterministic rule-based logic with local AI capabilities, our goal is to let you build powerful, multi-step workflows entirely within your sovereign environment.

Here is what we are scoping for the Automation Engine:

🔌 Third-Party Integrations & MCP: Connect directly with external tools like Bexio and HubSpot. By supporting the open Model Context Protocol (MCP), we allow both standard automation rules and our local AI to securely query and interact with your external systems.

🤖 Autonomous AI Agents: Deploy specialized AI agents as actionable steps within your workflows. Assign them to handle unstructured tasks—such as parsing incoming support emails, classifying data, or making routing decisions—before passing control back to strict operational rules.

⏱️ Event & Scheduled Triggers: Kick off workflows dynamically based on specific actions in Collabase (e.g., a task changing status) or run them on a strict time schedule (e.g., a weekly data sync).

🔀 Conditional Logic (If/Else): Build branching workflows that route actions differently based on specific field values, tags, or metadata criteria.

✅ Human-in-the-Loop Approvals: Pause an automation to require explicit manual approval from a designated user or team before executing critical downstream actions (e.g., executing a deployment or sending a finalized quote).

💻 Custom Code Execution: For complex edge cases that outgrow standard visual builders, inject custom scripts directly into the workflow to parse data or interact with external APIs.

🔄 Native Collabase Actions: Automate internal state changes, such as generating tasks, updating Registry assets, or notifying specific team members when conditions are met.