Agentic Workflows with Cyclr: A Human Way to Automate for SaaS Teams

Updated on 14th July 2025 by Daniel Twigg

What Is an Agentic Workflow?

Think of agentic workflows like tiny digital assistants you create yourself. They sit quietly in the background, waiting for the green light—then boom, they do the job. No reminders needed.

Some are smart (AI-powered), others just do what they’re told. Both types are useful.

It’s like saying: “Hey, when a lead comes in, make sure they get logged, followed up, and nudged. Oh, and tell someone about it.” Agents make that happen without you chasing tabs or pasting data around.

With Cyclr, building these workflows doesn’t mean building a new app. You plug things in, set rules, and then let your users run them right inside your product.

What Can These Agents Actually Do?

Let’s keep it real—most agents are either pushing info from A to B or making a few decisions along the way. Some go a step further and use AI to think a little.

Some Everyday Agents

• Data Sync – Someone adds a contact in HubSpot, it also shows up in Xero.
• Notification – Your stock hits a threshold, Slack pings the ops team, all without the need to open the dashboard.
• Data Cleanup – Messy dates? An agent reformats them on the fly and nobody ever knows.
• Research – Search and provide summaries of research on a subject.
• Data Collection – Research a topic and add findings data to a spreadsheet or database.

When You Want Something Smarter

• Support Triage – Incoming ticket? This agent checks the tone and tags it urgent—or not.
• Sales Predictions – Agents that look at trends and say, “Looks like next quarter might be rough.”
• Lead Scoring – Activity goes up, score goes up. The agent routes it to sales. No lag.

Multi-Agent Departments

Agents work best when they’re built for a single specific task. With this in mind when designing your Agentic Departments you have to think like an Enterprise company: how would you fully build out a department that covers all essential functions?

Enterprise Thinking for Virtual Department Building

If we take a look at how a large scale enterprise would approach building out their Marketing department, you’ll find that more of the roles are fixed around one particular area. There is far less bleed of tasks from one department to another, relying on narrow experts in a field to get the best performance.

Take this organizational map as an example:

Each role has their own specific tasks, each collaborating with other job functions in one way or another. If you zoom into one specific role you would aim to build out an agent for each of their tasks – along with an overarching workflow that dictates how each agent interacts.

This means, each job role would require their own orchestration workflow to manage each of their tasks (now Agents), providing points for human interaction, summaries of work and logic to pass completed work onto other agents.

For example, content creation would require:

A virtual Content Marketing Manager would require agents for:

• Researching a topic
• Content creation
• Laying up of completed content

This is handed over to the virtual SEO Manager to:

• Optimize the content
• Sets up tracking
• Links to relevant content

Next, it’s handed to the virtual Web Manager:

• Tests the staging site to flag for any errors
• Put the content live

Finally, it is handed over to the virtual Social Media Manager:

• Turns content into posts for multiple channels
• Distributes the content

Mapping out a process like this reveals the individual Agents required, as well as where they interact with each other.

How Do You Kick Off an Agent in Cyclr?

You’ve got options—and most of them don’t need a developer staring at logs all day.

Webhooks & Events

• A form is filled, the deal is closed and a new contact lands this is the cue.
• Use synchronous webhooks if you need a quick reply back in the moment—like returning validation to a frontend.

Scheduled Runs

• Midnight sync? Hourly check-ins? Monday morning reporting? All doable.

Manual Launch

• Add a button in your app, “Run sync now”, a user clicks; the agent handles it.

Why Should SaaS Teams Bother?

We’re all juggling too many tools, and agents help pull the strings without more tabs or headcount.

• They take over the busy work: The copy-paste, the status updates and the “who was supposed to do that?” moments—gone.
• They scale without drama: Have 5 users or 5,000? It doesn’t matter, agents don’t get tired and they don’t need onboarding. Train them for a task, make sure to iterate instructions over time, and let them handle a specific task.
• They’re fast: A deal closes and within seconds, invoices go out, alerts fire, CRMs get updated. That kind of speed isn’t just nice—it’s expected.
• Every team gets what they need: Support wants ticket alerts, Sales wants CRM sync and Finance want receipts logged this is where agents can do all of it—on their terms.

Giving Users Their Own Agents

This is where it gets good, instead of you running the show, you can let your users set up their own workflows.

Offer a Menu

Pop an “Integrations” section into your app where you can show ready-made agents available for use and no development tickets needed.

Let Them Tweak Things

Maybe they want it to trigger at a different time or send alerts to a different Slack channel. They can choose—all inside your UI.

Keep It Safe

Each user gets their own space, this means no data leaks and no crossover. Everyone is sandboxed inside their own account within Cyclr’s multi-tenanted infrastructure.

Build Fast, Then Customise

Drag, drop, test and ship. Then, if someone wants a special connector, create your own Custom Connector or use one of Cyclr’s Universal Connectivity tools to connect to an API endpoint.

How You Build an Agent in Cyclr (Without Losing Your Weekend)

1. Start With an Objective

What should the agent do? Example: “When a new lead comes into HubSpot, add them to Xero and alert sales on Slack.”

2. Open Cyclr Console

Create a new workflow and call it something obvious, like “Lead-to-Invoice.”

3. Choose a Trigger

Decide how it starts:

• Webhook (user clicks a button)
• Event (new contact created)
• Schedule (every Monday)

4. Add Some Logic

You might need:

• Decision – if this, then that
• Transform – reformat, combine, clean
• Storage – hold a value to use later

5. Plug In Your Apps

Connect HubSpot, Slack, Xero, Airtable—whatever you need. Cyclr has over 600 pre-made application connectors to make this connectivity possible.

6. Test Like a Human

Run it with fake data and check what happens. Then fix what doesn’t work.

7. Save as a Template

Now it’s reusable, which means anyone can use, configure or run it.

8. Make It Visible

Use Cyclr’s Embedded Marketplace or API to surface it in your UI, this lets users pick it, run it and make it theirs.

9. Watch It Work

Check the logs and see how often it runs. Then tweak it when things change.

Keep It Simple, Let Agents Do More

Agents aren’t here to replace people. Instead, they’re here to handle the stuff people shouldn’t waste time on, and with Cyclr, building and delivering them doesn’t have to be a massive job.

If you bring the use case, Cyclr brings the plumbing. Together, you give your users something that works quietly and reliably in the background.

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