Trace is an AI-powered workflow automation platform that breaks down complex tasks, assigns them to the right human or AI agents, and streamlines business operations while keeping humans in control.
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Trace

Product Information

Updated:Aug 26, 2025

What is Trace

Trace is a comprehensive workflow automation solution that helps businesses optimize their operations by intelligently combining human and AI capabilities. The platform acts as a central hub that connects various business applications, understands how companies operate, and identifies opportunities for automation. It allows teams to create, manage and execute multi-step workflows without disrupting their existing processes, making business automation accessible and practical.

Key Features of Trace

Trace is an AI-powered workflow automation platform that intelligently breaks down complex tasks, routes them to the appropriate human or AI agents, and maintains human oversight. It connects various apps and data sources to provide full business context, enables parallel task execution, and offers features like permissions management, logging, and custom triggers while keeping humans in control of the automation process.
Intelligent Task Routing: Automatically analyzes tasks and assigns them to the most suitable human or AI agent while maintaining human oversight and control
Unified Business Context: Connects multiple apps and data sources to provide comprehensive context for AI decision-making and workflow automation
Parallel Task Execution: Automatically runs multiple tasks simultaneously to reduce completion time and improve overall efficiency
Customizable Workflow Templates: Offers pre-built templates and allows users to create custom workflows that can be easily replicated across the organization

Use Cases of Trace

Customer Service Automation: Streamline customer queries by automatically routing and processing over 1000+ queries through appropriate channels while ensuring quality responses
Business Process Optimization: Reduce manual workload by up to 50% by automating repetitive tasks and maintaining workflow efficiency
Team Collaboration: Enable seamless coordination between human teams and AI agents for complex projects and tasks requiring multiple steps

Pros

Maintains human oversight while leveraging AI automation
Integrates with multiple existing business applications
Offers flexible customization and scalability

Cons

Requires initial setup and configuration time
May need significant training for team adoption

How to Use Trace

Sign up for Trace: Visit demo.trace.so to create a free account or start with a demo version
Connect your apps: Integrate Trace with your existing tools and applications through available integrations to enable workflow automation
Create a workspace: Set up dedicated workspaces for different projects and organizations to organize your workflows
Build or select workflow templates: Either create your own workflow or use pre-built templates shared by the community to get started quickly
Configure task routing: Set up rules for how tasks should be distributed between human team members and AI agents
Set up permissions: Configure role-based access controls and sync permissions from your source systems
Enable notifications: Set up email or push notifications to stay informed about tasks requiring attention
Monitor and manage: Use the dashboard to track workflow execution, review logs, and restart failed runs when needed
Review and approve: Maintain control by reviewing and approving automated actions before they are executed
Scale and optimize: Analyze workflow performance and make adjustments to improve efficiency over time

Trace FAQs

Trace is an AI-powered workflow automation platform that breaks down tasks and assigns them to the right human or AI agent. It helps businesses automate repetitive tasks while keeping humans in control of the process.

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