We have rolled out a major update to the navigation across the product. The previous navigation reflected an earlier version of what the product was. The new structure has been designed to support where we are heading, with a stronger focus on enterprise use cases and a foundation that scales as the product grows.
You will now find clearer, more intentional sections for data tables, features, requests and sessions. This gives the interface a more organised layout and makes it easier to locate the tools you need without unnecessary clicks. Whether you are managing feature flags, reviewing session data or working through customer requests, each area now has a dedicated home.
A new overview page is on its way and will arrive shortly. In the meantime, there may be minor issues as the update settles in. We encourage you to explore the new layout and share any feedback.
Data Tables is a new area of the platform that lets you store, manage and connect structured data directly within your workflows. Whether you need to maintain a customer list, track approval statuses or reference a product catalogue, Data Tables gives you a persistent data layer that integrates seamlessly with your automation logic.
You can create a Data Table in several ways. Build one directly from the workflow canvas, import data using one of the provided templates for common use cases like invoices, customers, contacts, companies or tasks, or start from scratch and define your own structure. Each table supports familiar column types including text, number, toggle, date, single select, multi-select, list, object, file, user and relationship, giving you flexibility in how you model your information.
Once your table exists, you can configure its behaviour by adjusting the title and description, toggling manual row entry, enabling read-only mode or removing duplicate rows. Adding data is straightforward. You import records in bulk or create them one at a time, with the form adapting to the columns you have defined.
The real power of Data Tables comes from workflow integration. You can trigger automations based on table events such as when a record is created, updated, deleted or any combination of these, with optional filter conditions to control exactly when a workflow should run. From within a workflow, you can create, find, update or delete records, making it possible to use your tables as dynamic reference sources. This means you can store business rules or configuration values in a table and pull them into your workflows at runtime, keeping your logic flexible and your data centralised.
Designing workflows just got faster. You can now copy and paste nodes directly within the workflow editor using standard keyboard shortcuts.
This feature removes the repetitive work of manually recreating nodes when building complex or similar workflows. Select any node or group of nodes, copy with Cmd+C, and paste with Cmd+V to instantly duplicate your configuration. Whether you're replicating a proven sequence across multiple workflows or iterating on a design, you no longer need to set up each node from scratch.
To keep your workflows secure and functional, pasted nodes are automatically cleaned. Trigger nodes are removed to prevent duplicate automations from firing. Credentials are cleared, requiring you to explicitly assign them in the new context. References to data tables or knowledge bases that aren't available are broken and flagged so you know exactly what needs to be reconnected. For example, if you've built a customer onboarding sequence with several conditional branches and want to adapt it for a new use case, you can copy the entire section, paste it into a new workflow, and then simply update the specific credentials and data sources rather than rebuilding the logic from the ground up.
Pause workflows for human judgement when automation isn't enough. Gather approvals, collect additional information, or add quality checks before continuing.
Two options are available:
Request Decision: Present buttons for the user to choose from (approve, reject, escalate, etc.). Each choice can route the workflow differently. Customise button styles and labels to match your needs.
Request Input: Display a form to collect additional information. Use any of the standard form fields, then continue the workflow with that data.
Both options let you assign the task to specific users or roles, attach relevant files for context, and track responses in your activity logs.
Perfect for expense approvals, content reviews, quality checks, or any decision that needs a human touch.
Copilot can now reference output data from your last workflow run, so you can iterate on your automations using real results. Refine your workflows based on actual outputs instead of guessing. Copilot sees what your last run produced, letting you adjust logic, fix errors and improve accuracy without starting over.
For example, you build a workflow that pulls customer data and formats it into a report. The first run outputs dates in the wrong format. Instead of manually explaining the issue, Copilot already sees the output and can suggest the fix directly. You iterate in seconds, not minutes.
Customise how your apps look and feel. Create professional experiences that match your company's identity.
For forms, you can use:
Each input offers options for labels, placeholders, hints, default values, required fields, and width. Arrange them exactly how you want.
For chat interfaces, you can add:
You can also choose whether to show or hide the workflow's progress from users. Once you're happy, publish your app for use within Leverage or share it externally.
Describe your conditions in plain English instead of building complex logic. Type something like "if the customer is a VIP and their order exceeds £1000" and Leverage creates the condition for you.
This makes branching accessible to everyone:
For example, you could branch on "if they're on the Pro plan", "if they're on the Free plan", and "anything else" without configuring a single comparison operator.
Let team members run workflows without giving them access to edit. Operators see a simple, clean interface designed purely for execution.
How it works:
This is ideal for rolling out automations to non-technical colleagues. They get the benefit of your workflows without needing to understand how they're built. Track all activity in the activity panel to see who ran what.
Turn messy spreadsheets into clean, structured data your workflow can use. Upload a CSV or Excel file, and Leverage converts it to a format that flows smoothly through your automation.
This is especially useful when:
For really messy files, run them through this node first, then pass the output to a prompt node to clean and organise the data further. The result is reliable, consistent information ready for the rest of your workflow.
Track every workflow run with detailed logs and performance data. See exactly what happened, when, and why.
You can filter by:
Click into any run to see the full trace, showing how data moved through each step. This makes debugging straightforward and helps you continuously improve your workflows.
Set up alerts to notify you via Slack, email, or other channels when specific conditions occur, like a failed run or unusual activity.
Access Leverage from any device. The platform is fully responsive, adapting to phones and tablets so you can monitor, run, and even build workflows on the go.
What you can do from mobile:
The full experience is available wherever you are, no separate app download required.
Connect Leverage to the tools you already use. Google Workspace, Salesforce, Slack, SAP, HubSpot, and thousands more are ready to plug in.
What makes this easy:
To get started, pick your app, choose the action you want, and sign in. That's it. If the app you need isn't listed, let the team know and they'll look into adding it.
Give an AI assistant a goal and let it figure out how to get there. Unlike a simple prompt, an agent can take action, using your connected apps to complete tasks on your behalf.
What agents can do:
The difference is simple. With a prompt node, you have to spell out exactly what you want. With an agent, you describe the outcome and it works out the steps. As you type, it suggests relevant tools. You stay in control by approving which tools it can use.
Not sure how to phrase your request? There's a button to automatically improve your instructions. When the agent runs, you can watch its thinking process to see exactly how it's solving the problem.
Start your workflows automatically when something happens in the apps you already use. No more manually clicking "run"; your workflow springs into action the moment an event occurs.
Connect tools like Gmail, Outlook, Slack, or HubSpot and choose what should trigger your workflow:
This means you can automate responses to real-world events as they happen. For example, when a customer emails your support inbox, Leverage can automatically categorise the message, draft a response, and notify your team in Slack, all without anyone lifting a finger.
Before going live, you can test with mock data from previous events to make sure everything works perfectly.
Automate any website, even ones without integrations. The browser agent navigates pages, fills forms, clicks buttons, and extracts data just like a human would.
This is perfect for:
Give it a URL and describe what you want done. The agent steps through the site, action by action, completing the task for you.
Available for enterprise customers. Contact the team to enable this feature.
Direct your workflow with visual logic blocks. No code required; just connect the controls that match what you need.
Available controls:
These controls let you build sophisticated logic visually. Handle different scenarios, iterate through data, or break complex automations into reusable pieces.
Everything you need to learn Leverage is now in one place. Step-by-step guides, video tutorials, and best practices are all available whenever you need them.
The documentation covers:
If you prefer chatting to reading, the in-app support uses this same knowledge base to answer your questions instantly.
https://docs.lleverage.ai/
For advanced users who need custom logic. Write JavaScript to handle specific calculations, data transformations, or business rules that standard nodes don't cover.
Examples of what you might use this for:
Most users won't need this, but when you hit an edge case, it's there. Your code output connects to the rest of your workflow just like any other node.
Ask AI to do something and get a result. The prompt node is the simplest way to add AI power to your workflow.
Here's what you can do:
When picking a model, you'll see three easy options: balanced, fast, or smartest. Leverage keeps these updated automatically so you're always using the best available. If you want more control, you can pick a specific model and see exactly what it supports, including text, images, audio, and PDFs.
Think of it like this: you give the AI a task, and it gives you back the answer. Need to summarise a document? Extract key details from an email? Generate a response? The prompt node handles it.
The built-in Prompt Studio helps you refine and test your instructions before you commit.
Build workflows by describing what you want in plain English. The co-pilot understands your request and creates the nodes for you.
What the co-pilot can do:
Think of it as a building partner. Instead of dragging and configuring every node yourself, you can say "add a step that sends an email if the sentiment is negative" and the co-pilot makes it happen.
Convert images into useable text. Upload screenshots, photos, or scanned documents, and Leverage extracts the text automatically.
Great for:
The OCR runs directly in your workflow, so you can immediately pass the extracted text to other nodes for processing, analysis, or storage.
Your workflows can now search the internet in real time. This means your automations always have access to the latest information.
Use it to:
Just tell the node what to search for, and it returns the results. Combine this with variables to make your searches dynamic. For example, search for the latest news about whatever company name was mentioned in an incoming email.
Upload documents and create a searchable repository your workflows can query. PDFs, files, and other documents become instantly accessible to AI-powered searches.
How it works:
Advanced users can access manual controls to fine-tune how content is chunked and organised.
This is ideal for creating a central hub for company knowledge, product documentation, policies, or any reference material your workflows need to access.
Reference data from any part of your workflow. When a user submits a form or an action completes, the output becomes a variable you can use in later steps.
How to use variables:
Every action on your canvas creates a variable chip representing its output. For example, if you run a web search, the results become a variable you can pass into an AI prompt. If a user fills out a form, their responses become variables for the rest of the workflow.
This means your workflows can respond dynamically to real inputs rather than relying on static values.
Enterprise teams can log in with their existing identity provider. No separate passwords to manage.
Supported providers:
You can also sign up manually if preferred. SSO streamlines access management and ensures full security compliance across your organisation. Users can delete their accounts at any time.
Lleverage is the simplest way to get started with AI automation. Design, test, and deploy custom workflows with complete control. No advanced coding required.