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Powered by ZiaWhat agentic actions can do
AI that makes decisions
Your workflow can lead to multiple scenarios, but now you don't have to anticipate and configure for all of them. Define possible actions, and let AI decide and perform the right one.
AI that simplifies complex workflows
Replace extensive decision boxes and logic elements with a single AI step. Keep your workflows lean, readable, and easier to manage.
AI that understands prompts and acts based on context
Provide natural language prompts to give Zia specific instructions. Zia acts on what you tell it, giving you control over exactly what happens.
How it works
- 1
Configure the actions you want the AI to pick from.
- 2
Build your workflow and add the agentic action block wherever a decision needs to be made.
- 3
Describe what you need and let AI pick the right action based on context.
Why Zoho Flow
AI automation—with you in control
Define actions for AI to pick from, and set boundaries for what it can and can't do. Let AI automate tasks and enhance workflows while you stay in control.
Built for everyone
Build smarter workflows without coding or complex logic. Just describe what you want in plain language and let Zia deal with the rest.
Enterprise-grade security hosted on Zoho's servers
Your content is processed only by Zia, Zoho's own AI, not by third-party models, unlike other integration platforms.
Available on every plan
Intelligent automation should be accessible to everyone. Agentic actions are available across all Zoho Flow plans, from Free to Professional.
AI that ensures security
Zoho Flow adheres to strict privacy policies, ensuring that your data is never used for training. It is built on Zoho's own cloud infrastructure, with 24/7 monitoring and 99.9% uptime, ensuring full disk encryption.
Certifications
ISO 27001
ISO 27017
ISO 27018
Soc-2 type II
GDPRAgentic automation for every team
Lead management
When a new lead is created in CRM apps like Zoho CRM or HubSpot with a note attached, Zia will analyze the note, understand the context, and decide the ideal next step, whether it's scheduling a demo or assigning to a senior rep.
Job application screening
When an application comes in, Zia can assess the submission against the role context, route strong fits to the right hiring manager, and flag incomplete or unqualified applications for review, all without manual screening.
Approval workflows
When an approval request comes in, Zia reads the context, evaluates the details, and routes it to the right approver automatically, whether it's a purchase, a policy exception, or a budget change.
Sales emails
When a prospect replies to an outreach email, Zia reads the tone and content of the reply, then decides whether to notify the rep, update the CRM record, or trigger a follow-up sequence, without anyone manually reviewing each response.
Ticket management
When a new ticket is created, AI can assess the context and decide the next suitable action, whether that's escalating to a senior rep or directing it to the development team.
Invoice processing
Use agentic actions to direct invoices to the right categories based on vendor type, amount, discount, and even notes mentioned, instead of manually setting up a decision box for every case.
Frequently asked questions
What are agentic actions in Zoho Flow?
Agentic actions are AI-powered steps you can add to your workflows. These actions can make contextual decisions for your workflow whenever a different situation arises.
How are agentic actions different from decision boxes?
Decision boxes follow fixed rules, requiring you to anticipate each action and configure them. Agentic actions go further by understanding context and deciding the right action on their own.
Which apps work with agentic actions?
Zoho Flow offers integrations for 1,000+ apps, including Zoho and third-party apps across different ecosystems—and agentic actions work with all of them.
Is my data safe when using agentic actions?
Yes. Zia runs entirely on Zoho's servers and isn't accessed by third-party AI platforms. We also adhere to a strict privacy policy when handling your data, and you can always choose to deny access to your data at any time.
Will my data be used to train Zia?
No, Zia only analyzes your prompts and app connections within your Zoho Flow workspace. Your data always remains your own.
Which Zoho Flow plans include agentic actions?
Agentic actions are available across all Zoho Flow plans, including the Free plan.