FAQ – Frequently Asked Questions
Common questions and answers about using Workbird.
General
What is Workbird?
Workbird is a modern automation platform that helps you create intelligent workflows using AI agents, MCP servers, custom dashboards, and third‑party integrations. It’s built to automate repetitive business tasks, connect apps, and empower teams to work smarter—not harder.
Who is Workbird for?
Workbird is designed for:
Business Teams – Automate daily tasks and streamline processes without coding
Operations & Marketing – Build repeatable workflows that save time and reduce errors
Technical Teams – Leverage advanced integrations and APIs for complex automation
Agencies & Consultants – Deliver automation solutions to clients faster
How is Workbird different from other automation tools?
Workbird stands out with:
AI-Driven Automation – Build and run AI agents as standalone tasks or part of workflows
MCP Server Support – Connect internal or third-party MCP servers for advanced context-aware processing (exclusive to Workbird)
Custom Dashboards – Build real-time dashboards to monitor workflow-specific metrics
Simple UI – Drag-and-drop workflow builder with zero coding required
Scalable Integrations – Connect to popular business apps or build custom integrations
Getting Started
How do I get started?
Sign up at app.workbird.io
Create your first workflow using the drag-and-drop builder
Connect your apps using the App Registry or custom integration
Run and test your workflow
Track results in custom dashboards
Do I need programming skills?
No coding is required. Workbird provides:
A visual workflow builder to design automations
Pre-built templates for common use cases
Configurable steps with forms instead of scripts
For advanced users, we support API access and custom integrations when needed.
Is there a free plan?
Yes. The free plan includes:
Up to 5 active workflows
100 credits per month
Core app integrations
Access to community support
Workflows
What can I automate?
Workbird workflows cover many use cases:
Marketing – Email campaigns, audience segmentation, lead follow-ups
Sales – Lead routing, CRM updates, meeting scheduling
Operations – Approvals, data sync, task assignment
Analytics & Reporting – Generate and deliver real-time performance reports
Can workflows run automatically?
Yes. Workflows can be triggered by:
Schedules – Run at set times or on recurring schedules
Webhooks – Triggered by external apps or systems
Manual Triggers – Run on demand from the UI or API
Browser Extension & App Integrations – Trigger workflows directly from integrated apps
How do I handle errors?
Workbird includes:
Error Logs – Detailed information for troubleshooting
Retry Logic – Automatic retries for temporary failures
Notifications – Get alerts for failed steps
Fallback Steps – Handle exceptions gracefully
AI Agents
What are AI Agents?
AI Agents are intelligent assistants that can perform tasks, make decisions, and integrate with tools. They can:
Execute workflows or run as standalone tasks
Learn from context and past interactions
Connect with apps, APIs, and data sources
Can AI Agents work together?
Yes. You can create an AI agent workforce where multiple agents collaborate within the same workflow to complete complex, multi-step processes.
Can agents call external tools?
Yes. Agents can interact with APIs, databases, and third-party apps depending on your configuration.
MCP Servers
What are MCP servers?
MCP (Model Context Protocol) servers are specialized services for context-aware automation tasks. Workbird uniquely supports:
Internal MCP Registry – Use built-in servers for data processing, enrichment, and AI tasks
Bring Your Own MCP Server – Connect your own custom MCP server
Apify Actors via MCP – Use Apify actors for advanced web scraping and automation
Are there performance limits?
Standard MCP servers: Must respond within 30 seconds
Apify actors: May run for up to 5 minutes for more complex tasks
Dashboards
What are Custom Dashboards?
Custom dashboards allow you to track workflow-specific metrics using draggable and resizable widgets. Examples include:
Email open rates
Number of leads processed
Task completion times
Conversion rates
Dashboards give real-time insights into business processes, helping you optimize performance.
Integrations
Which apps are supported?
Workbird integrates with 300+ business applications:
CRM (Salesforce, HubSpot, Pipedrive)
Marketing (Mailchimp, SendGrid)
Productivity (Google Workspace, Microsoft 365)
Communication (Slack, Teams, Discord)
Payments & E-commerce (Stripe, Shopify, PayPal)
Can I create custom integrations?
Yes. If an app isn’t listed, you can:
Use custom integrations for third-party or internal systems
Call APIs via workflow steps
Use MCP servers for specialized connections
Security & Privacy
Is my data secure?
Yes. We use:
Encryption in transit and at rest
Role-based permissions
Compliance with industry security standards
Audit logging for activity tracking
Who can access workflows?
Access depends on workspace permissions:
Owners/Admins – Full access
Members – Limited workflow management
Guests – Restricted view and execution
Pricing & Plans
How much does Workbird cost?
We offer flexible plans:
Free – $0/month for basic usage
Starter – For individuals
Team – For growing teams
Enterprise – Tailored to large organizations
Discounts are available for annual billing, nonprofits, and startups.
Support
What support options are available?
Free Plan – Community and documentation
Paid Plans – Email, chat, and priority support
Enterprise – Dedicated support team and onboarding assistance
Do you offer workflow design help?
Yes. We provide:
Best-practice guidance
Consultation on workflow design
Advanced setup for complex automation needs
Troubleshooting
My workflow isn’t running. What should I check?
Ensure the workflow is active
Check trigger configuration
Test app connections
Review execution logs for errors
Why is my workflow slow?
Possible causes include:
API rate limits
Large data volumes
Complex logic or multiple branching steps
Use dashboard analytics and execution logs to identify bottlenecks.
Migration
Can I migrate from other automation tools?
Yes. We support migration from platforms like Zapier, Make, and Power Automate. Import workflows or rebuild them using our visual builder.
Still Have Questions?
Browse our documentation
Join our community forum
Contact support
Book a demo
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