Sep 1, 2025

Custom workflows and automation

Build powerful custom workflows with our new automation engine. Create multi-step workflows that respond to events and automate repetitive tasks.

Note: This is mock/placeholder content for demonstration purposes.

We're launching a powerful new automation engine that lets you create custom workflows without writing code.

Visual Workflow Builder

Our drag-and-drop workflow builder makes it easy to create complex automation:

Connect triggers to actions
Add conditional logic
Transform data between steps
Test workflows before deploying

100+ Integrations

Connect to popular services including:

Slack, Discord, and Teams for notifications
GitHub, GitLab, and Bitbucket for development workflows
Zapier and Make for extended integration possibilities
Custom webhooks for any service

Templates

Get started quickly with pre-built workflow templates:

Automated project creation
Issue escalation rules
Status update notifications
Daily team summaries

Workflows are available on Pro and Enterprise plans. Visit the Automation section to start building.

Security enhancements and SSO

API improvements and rate limiting

Important Disclaimer

(1) Portfolio Guider does not provide financial advice. (2) This is an educational tool only — information presented is for learning purposes and does not constitute a recommendation to buy, sell, or hold any security. (3) Past performance is not indicative of future results. (4) All investments carry risk, including the potential loss of principal. (5) You should consult a qualified financial adviser before making any investment decisions. (6) Portfolio Guider is not regulated by any financial authority (FCA, SEC, ASIC, or otherwise). (7) Portfolio Guider, its owners, and affiliates accept no liability for any losses arising from the use of this tool.