---
title: AI workflows: automate processes from Pro | XOS
description: Workflows in XOS start on a schedule, webhook, form or event and complete several steps in sequence, for example turning invoice emails into tasks.
url: https://xos.prozessx.com/en/platform/workflows/
---

# Workflows that run.

Scheduled workflows take over routine work: sorting the inbox, generating reports, reconciling data. At night, without a prompt.

[Book a demo →](https://xos.prozessx.com/en/book-a-demo/)[Sign up](https://xos.prozessx.com/signup)

In short: Workflows in XOS start on a schedule, webhook, form or event and complete several steps in sequence, for example turning invoice emails into tasks.

As of November 12, 2026 · ProzessX

## This is what it looks like.

## Automations that run on their own.

Scheduled tasks, webhooks or API calls, triggered on a schedule or by an event.

On a schedule

### Routine runs without a prompt.

Sorting the inbox, generating reports, reconciling data: scheduled workflows do it at night, without anyone starting anything.

- Scheduled: tasks run on a schedule.
- Event-based: webhooks or API calls trigger a workflow.

Every Monday, 07:00

Check open quotes

Report in the inbox

In the Pro plan

### No add-on package.

Workflows are included from the Pro plan, with no separate monthly fee.

- Included: from the Pro plan, no add-on package.
- No extra charge: no separate monthly fee.

Workflows from the Pro plan

Add-on package not needed

Monthly fee none of its own

## Automatic doesn't mean unchecked.

Details and background are at xos.prozessx.com/plattform/features in the Starting point section.

01

### A log of their own

Automated workflows keep their own, immutable log.

02

### Approval in the workflow

Workflow actions run exactly as you defined them in advance, without check-ins during the run. For consequential actions, you can optionally add an approval step: the run then waits in the inbox for your yes and is canceled after 72 hours without a response.

03

### Permissions

Workflows run with the permissions of the person who created them.

04

### Processing in the EU

Processing in the EU is a switch per company. It applies in the chat, to your own agents and in workflows: a blocked model or one not suitable for the EU is rejected when saving and does not run.

05

### Schedule or event

Scheduled tasks, webhooks or API calls start a workflow.

06

### From the Pro plan

Included, with no add-on package and no separate monthly fee.

## From inquiry to invoice, without switching systems.

A trades business with 25 employees. Inquiries come in by email, quotes are written in Word, and follow-up lives in the boss's head.

01

### Inquiry becomes a case

From the inbox: the email is read in, the contact created and the inquiry recorded as a case, without anyone typing anything.

02

### Quote from the product catalog

Minutes instead of hours: line items come from your own catalog, prices and markups are already stored.

03

### Follow-ups in view

Open quotes stay visible, and the case moves through its stages.

04

### Invoice and tax advisor

DATEV export: the accepted quote becomes the invoice, the receipts become the month.

Let recurring work run on its own. The templates above can be adopted right away. Workflows are included from the Pro plan, with no add-on package.

★★★★★

“Top partner, always quick, uncomplicated and efficient solutions.”

Koch Lichteffekte Customer review Google review

Try it: 7 days of Pro free with the code XOSLAUNCH, redeemable at sign-up. You add your payment method at sign-up. After the 7 days, the paid subscription starts. If you cancel before then, there are no costs.

## Let recurring work run on its own.

[Sign up →](https://xos.prozessx.com/signup)[Talk to sales](https://xos.prozessx.com/en/contact/)