Revo.pm
  • Revo 101
    • Introduction to Revo
  • Use Cases
  • Best Practices
  • FAQ
  • Changelog
  • Chat with Revo
  • Chatting with Revo
  • Revo's Browser Extension
  • Data Sources
    • Overview
    • Documents
    • User Feedback
    • Meetings
    • Slack/Microsoft Teams Integration
    • Personal Instructions
  • Contexts
    • Overview
    • How to create contexts
    • How to switch contexts in chat
    • How To Edit/Delete a Context
    • Use Cases
  • Insights
    • Overview
    • How to create insights
  • User Feedback
    • Overview
    • Import feedback into Revo
    • How to connect CRM tools to Revo
    • Use Labels To Categorize And Organize User Feedback
  • Meetings
  • Overview
  • How can Revo join meetings
  • Meeting Access and Summary Settings
  • Using labels to categorize and organize meetings
  • Leveraging Meeting Summaries
  • Issues, Projects, and Cycles
    • Overview
    • Issues
    • Projects
    • Cycles
  • Workflows
    • Overview
    • Setting up workflows
    • Revo Workflow Playbook
  • Connectors
    • Slack
    • Jira
    • Asana
    • Linear
    • Confluence
    • GitHub
    • Microsoft Teams
    • Intercom
    • Salesforce
    • Zendesk
    • Google Calendar
  • Account Management
    • Personal Instructions
    • Profile
  • Workspace Management
    • Labels
    • Statuses
    • Manage Members
    • Switch Teams
    • Team Info
  • Billing
    • How does billing work?
    • Invoices
  • Security
    • Data privacy & security
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On this page
  • General Workflow Execution Flow
  • How are workflows useful?
  1. Workflows

Overview

Revo workflows are advanced, automated sequences that combine the creativity of large language models (LLMs) with the determinism and structure of code. This hybrid approach allows us to build highly contextual, reliable automations that go far beyond simple scripts or prompt chains.

Each workflow is designed case by case and can handle extremely complex logic with consistent results.

General Workflow Execution Flow

Most workflows follow these 4 core stages:

1

Data Collection & Processing

Revo retrieves and prepares data from connected tools (e.g. Jira tickets, user feedback, calendar events, documents, etc.).

2

Template-Based Structuring

The data is mapped into a predefined template or report structure (e.g. product brief, changelog, sprint summary, etc.).

3

Contextual Analysis

Revo performs advanced interpretation and decision-making based on the content—using your feedback, strategy, docs, OKRs, personas, and more.

4

Output & Delivery

The result is delivered in the appropriate format:

  • Insight

  • Document

  • Assigned Issues

  • Slack message

  • Email-ready update

Revo can run these workflows on a schedule (e.g. every Monday), after a specific trigger (e.g. post-meeting), or on-demand.

Example: Post-Meeting Action Workflow

Trigger: Revo joins a team meeting via your calendar (Google or Microsoft or Zoom)

What Revo does:

  • Transcribes and summarizes the meeting in real time

  • Extracts action items, decisions, and deadlines from the conversation

  • Creates issues in your task tracker (e.g. Jira, Linear, Asana) with assignees, due dates, and labels

  • Sends the meeting summary, transcript, and action/issue list to Slack or via email

Output: A complete post-meeting package including:

  • A clean, shareable summary

  • All action items turned into assigned, trackable issues

  • Zero manual note-taking or follow-up effort

How are workflows useful?

Revo workflows help product teams save time, stay aligned, and make better decisions—without relying on manual follow-ups, copy-pasting, or scattered tooling.

Here’s what makes them especially powerful:

  • Save Hours Every Week

Revo automates tasks that would otherwise take hours—like meeting follow-ups, feedback triage, sprint reporting, or creating product briefs. What used to take multiple people now takes one trigger.

  • Increase Focus and Consistency

Workflows reduce the risk of things slipping through the cracks. Every report, insight, or follow-up is consistent, timely, and based on your latest data and team context.

  • Think With Context

Unlike rigid automations, Revo’s workflows use your documents, user feedback, OKRs, issues, and personas to interpret and act with real understanding. It’s like having a second brain that knows your product inside and out.

  • Proactive, Not Reactive

Revo doesn’t just respond to questions—it detects what matters and acts on it. Whether it’s flagging a drop in feature adoption or preparing a stakeholder update, workflows let Revo reach out to you, not just the other way around.

  • Works Across Your Stack

From Jira and Slack to Notion, Intercom, and Amplitude, workflows tie together disconnected tools and make them feel like one seamless product brain.

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Last updated 1 month ago