🚀 Launch Week | Day 3: Workflow automations - Building the foundation for agentic revenue operations

🚀 Launch Week | Day 3: Workflow automations - Building the foundation for agentic revenue operations
Alguna launching Automation Workflows

In most companies, revenue operations have quietly become a patchwork of tasks with no clear ownership.

So if you’ve ever chased a late invoice manually, this one’s for you. 

Introducing: Alguna Workflow Automations.

Because every follow-up you send. Every reminder you write. Every invoice status you check manually—all of it could have been automated.

Why workflow automations?

The quote-to-cash lifecycle has always been full of invisible work. Behind every invoice, payment, or renewal is a web of manual follow-ups, status checks, reminders, and approvals.

Somewhere between CRM, billing, and finance, these operational gaps are filled by people (often some of the most detail-oriented and valuable members of the team).

And the moment your business introduces more complex pricing, usage-based models, or multi-entity setups, every exception compounds into days of operational drag.

Today, we’re plugging a big part of those gaps with workflow automations.

What are Alguna Workflow Automations?

Alguna Workflow Automations bring order and intent to manual (and often broken) micro processes.

It connects billing, payments, usage, and communication events into structured, reusable flows making sure nothing slips through the cracks. This means your team’s time goes back to strategy, not administration.

How it works

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Workflow Automations connect billing and usage events with the actions they trigger across your revenue stack.

Think of them as programmable sequences that let you define what happens when something changes in your system—without writing any code.

Inside Alguna, you can now:

⚙️ Trigger actions from any billing or usage event

💬 Send payment, reminder, or signature notifications automatically

🧠 Build logic with human-in-the-loop approvals

📦 Save or reuse templates like Overdue Invoice Reminders, Usage Alerts, or Failed Payments

Each workflow can execute natively within Alguna or call external APIs, meaning you can orchestrate actions across your entire toolchain including HubSpot, QuickBooks, Slack, or your own internal systems.

This is where “revenue control” becomes literal as you have the ability to define how revenue moves, step by step, across every system and stakeholder.

Why it matters

Historically, workflow automation in finance and billing has been reactive, initially built to move static data between systems. But modern companies don’t operate in static states.

Pricing changes weekly. Usage fluctuates hourly. Collections and renewals depend on context, timing, and data that lives in multiple systems.

The gap between those systems is where revenue leakage, delay, and inefficiency occur. And every manual touchpoint—even a small one—slows the feedback loop between what happened and what should happen next.

What comes next

Today’s release handles the known workflows with clear triggers, predictable logic, and consistent actions.

It’s intentionally modular and transparent. You can see each step, adjust triggers, review approvals, and monitor every outcome.

But under the hood, this is also the foundation for something much more powerful: agentic revenue systems. Systems that not only execute but decide when to act.

Here’s what that future looks like:

  • Adaptive agents that monitor live metrics and initiate workflows automatically (“Renewal rate is trending down → launch retention sequence”).
  • Cross-system context where an AI agent understands your CRM, billing, and contract data together—and chooses the right action.
  • Human oversight by exception, not by default. People step in only when judgment or nuance is needed, not to move data between tools.
  • Learning loops where every workflow improves itself over time—detecting better timings for reminders, optimal discount triggers, or more accurate revenue recognition thresholds.

That’s where Workflow Automations are heading: from static if-this-then-that logic to living, learning systems that continuously optimize how revenue flows through your company.

We’re building toward a world where your revenue engine doesn’t just respond—it anticipates.

Want to learn more? Reach out at @[email protected] or book a demo.

Aleks Đekić

Aleks Đekić

Aleks is the Co-Founder and CEO of Alguna. He spent most of his career building in Fintech and Enterprise B2B, leading product development teams at Dojo Payments and Primer.