FAQ – Frequently Asked Questions

Common questions and answers about using Workbird.

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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

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Getting Started

How do I get started?

1. Sign up at app.workbird.io

2. Create your first workflow using the drag-and-drop builder

3. Connect your apps using the App Registry or custom integration

4. Run and test your workflow

5. 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

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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

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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.

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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

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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.

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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

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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

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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.

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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

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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.

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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.

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Still Have Questions?

• Browse our documentation

• Join our community forum

• Contact support

• Book a demo

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