Trace
Workflow automation platform that intelligently routes tasks between team members and AI agents while keeping humans in control.
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Product Overview
What is Trace?
Trace is a comprehensive workflow automation platform designed to help teams scale their operations by intelligently orchestrating tasks between human workers and AI agents. The platform maps existing workflows, identifies automation opportunities, and routes tasks to the most appropriate resource—whether human or AI—while maintaining human oversight through approval gates. Users can create custom workflows from scratch, leverage community-curated templates, or integrate third-party AI agents. Trace connects with popular business applications and uses a permission-synced system to ensure secure, role-based access across all automated processes.
Key Features
Intelligent Task Routing
Automatically analyzes each task and assigns it to the optimal human team member or AI agent based on complexity, skillset requirements, and availability.
Human-in-the-Loop Controls
Built-in review and approval checkpoints allow teams to maintain governance over automated workflows before execution, ensuring quality and compliance.
Bring Your Own Agent (BYOA)
Deploy custom AI agents, use pre-built templates, or integrate third-party agents to handle specific tasks across your workflows.
Parallel Workflow Execution
Runs multiple workflow tasks simultaneously to reduce completion time and improve overall output quality.
Unified Permission Management
Syncs permissions from all connected systems and enforces granular, role-based access control across automated workflows.
App Integration Ecosystem
Connects seamlessly with popular third-party applications and tools, enabling comprehensive automation across your existing tech stack.
Use Cases
- Customer Support Automation : Route incoming customer queries through automated triage systems that handle routine questions with AI while escalating complex issues to appropriate team members.
- Data Processing Workflows : Automate repetitive data extraction, scoring, and analysis tasks while keeping human reviewers involved for validation and quality control.
- Cross-Team Project Management : Create dedicated workspaces for different projects and automate task assignments, notifications, and progress tracking across multiple teams and departments.
- Business Process Optimization : Identify and automate recurring operational tasks such as report generation, approvals, and scheduling to free up team capacity for strategic work.
- Multi-Organization Operations : Manage workflows across multiple clients or business units with separate workspaces and seamless switching without requiring multiple logins.
FAQs
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