Author: David
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Why AI Made Buying SaaS More Dangerous
Building SaaS used to be hard. Really hard. Building SaaS meant months of work on authentication systems, scalable databases, and APIs with proper documentation, rate limiting, and idempotency. You needed compliance frameworks, security audits, billing systems, payment processing, invoice generation, admin dashboards, and support tools. And that was just some of the infrastructure, before you’d…
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How to Use Sensitive Placeholders in Embed Workflow
Typically, you use {{ name }} to insert a placeholder. For sensitive data, use {% token %} instead. Dynamic placeholders power our workflows. Sometimes, the workflow creator sets the values for these placeholders, so displaying the values is expected. However, some placeholders are sensitive information like passwords and tokens. These must remain private! Typical placeholder: {{ name }}…
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How to enable actions in your workflow
Embed Workflow has multiple action types, from Slack notifications to Open AI requests. However, sometimes not all action types make sense to your product users. If that’s the case, you can enable only the ones you need. 1. Navigate to Enabled Actions Log into Embed Workflow and open enabled actions section. By default, each type is…
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The 5 best Cyclr alternatives for embedding workflows
Workflows are everywhere. Just about every application you use offers ‘workflows’. Building and managing a workflow solution will take months and cost over $100,000. Instead, companies use an Integration-Platform-as-a-Service (iPaaS) like Workato to embed workflow capabilities in their product. In this guide, we’ll break down the pros and cons of Cyclr and 5 Cyclr competitors…
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Alternatives to Tray.ai (Tray.io) for embedding workflows
Note: We’ve just updated this article to be accurate as of July 2025. If you’re looking for a simpler, easier-to-use alternative to Tray.ai, give us a try. Embed Workflow lets you drop a visual workflow builder into your SaaS in minutes, allowing your users to automate actions without leaving your platform. Workflows are everywhere: nearly every application…
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Why We Built an Embedded Workflow Builder
After my third workflow automation build, I set out to create a third-party embeddable solution. It started in 2017 when I worked as a lead engineer at Brivity, a real estate CRM. It was an exciting time. The company was hiring, the product was improving, and user growth was accelerating. We had a lightweight system to…
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Integrate Workflows with OpenAI
Connecting OpenAI to your Embed Workflow automations unlocks powerful AI capabilities—like natural language processing, summarization, and content generation—directly within your workflows. Whether you’re building customer support bots, automating data entry, or enhancing decision-making with GPT models, this integration enables you to streamline tasks that normally require human input. Luckily, integrating OpenAI with Embed Workflow takes…
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Adding embedded workflows to Node.js applications
Adding Embed Workflow to a Node JS application is easy. We will use a Next JS project to integrate with Embed Workflow in this example. I’ll demonstrate how to configure your account and embed a the workflow builder. Source code can be found here. If you’d like to follow the steps on your computer, you will…
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Adding the Embed Workflow UI components to a Ruby on Rails application
This guide will walk you through adding the Embed Workflow UI components to a Ruby on Rails application. You will need an Embed Workflow account to get started. Source code can be found here. Rails Application Skip step one if you already have a Rails application you want to use. 1. Create a Rails Application Create our…
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Add a number field to an embedded workflow
Using the field editor, you can now add a number field. DavidDavid Amrani is the founder and CEO of Embed Workflow. After building three custom workflow automation systems from scratch—each taking over 8 months at companies like Brivity, a healthcare startup, and Resorcity—he saw the gap between bloated iPaaS tools and what SaaS companies actually…