From directive to delivered result.
Every task follows a structured 4-step flow. Choose the objective, provide instructions, review the output, approve or automate. Structured enough to be reliable. Flexible enough for any business.
Four steps. Every time.
Whether it is a 6-email sequence or a quick research report, the flow is the same.
01
Choose your objective
Pick from objectives across email, CRM, research, publishing, scheduling, and more. Email sequence, generate report, update CRM, research a company, publish a blog post, and more. The builder adapts its fields to the objective.
02
Provide instructions
Freehand or guided mode. Type natural language instructions, or answer structured prompts that help the agent understand exactly what you need. Data sources and merge fields auto-populate.
03
Review the output
The agent produces structured output with clear formatting. Review every detail before anything executes. Edit inline, request revisions, or reject entirely.
04
Approve or automate
One-click approval executes the task. Or save as an automation rule so the same task runs automatically when conditions are met. ETAM governs both paths.
One builder. Every way to use it.
Outreach & Communication
- Email Sequence
- Send Personal Email (Gmail)
- Send Notification (Slack)
- SMS Campaign (Twilio)
CRM & Data
- Update CRM (HubSpot, GHL)
- Write Spreadsheet (Google Sheets)
- Custom API
Research & Intelligence
- Research Company
- Research Prospect
- General Task
Content & Publishing
- Generate Report
- Publish Blog Post (WordPress)
- Publish Social Post (Meta)
Scheduling & Events
- Schedule Event (Google Calendar)
- Respond to Comments (Meta)
Automation & Routing
- Automated workflows via Condition Engine
- Pass to Agent (chain outputs)
- Fire and Forget (background execution)
Tell it what you need. Your way.
Freehand mode
Type natural language instructions. 'Write a 4-email sequence targeting property managers in Austin who haven't responded to our last outreach.' The agent interprets and structures.
Best for experienced users who know what they want
Guided mode
Answer structured prompts step by step. Who is the audience? What is the goal? What tone? How many touchpoints? The system builds the instruction set from your answers.
Best for new users or complex objectives
Never lose your work.
Every task auto-saves as a draft. Navigate away mid-build, come back later, and pick up exactly where you left off. Draft tasks appear in your task list with a Draft badge.
Auto-save
Progress saves after every step completion
Resume anywhere
Return to the last completed step
Clone tasks
Duplicate any task as a starting point for a new one
See the Task Builder in action.
Book a call and we will walk you through building a real task on your business data.