Zia monitors activity patterns across your Zoho CRM and identifies repetitive manual actions your team keeps performing — then suggests turning them into automated workflows. Rather than waiting for administrators to spot automation opportunities, Zia surfaces them proactively, based on what your team is actually doing in the system.
Zia analyses interaction and activity data across the Leads, Contacts, Accounts, and Deals modules. When it detects a recurring pattern — actions that consistently follow a particular trigger or set of conditions — it flags the pattern as a candidate for automation. Common examples include:
The suggestions are not generic — they are derived from the specific behaviour patterns present in your CRM data, which means they reflect automations that would genuinely reduce your team's manual workload.
Each suggested workflow can be handled in one of four ways:
| Action | What it does |
|---|---|
| Preview | View the suggested trigger, conditions, and actions before committing to anything |
| Create as Workflow | Accept the suggestion and create the workflow rule directly from the suggestion — it becomes active in your CRM automation |
| Modify | Use the suggestion as a starting point, opening it in the workflow builder so you can adjust the trigger, conditions, or actions before saving |
| Remove | Dismiss the suggestion permanently — it will not reappear |
Workflow suggestions are only visible to users with the Manage Automation permission. This is typically administrators, though the permission can be granted to other profiles. To review or adjust who has access, navigate to Setup > Security Control > Profiles and check the Automation section for each relevant profile.
Standard users without this permission will not see the suggestions panel, even if they are active on the same records where patterns have been detected.
Workflow Suggestions are enabled by default for qualifying CRM editions. To toggle the feature on or off, navigate to Setup > Zia > Recommendation > System Recommendations and locate the Workflow Suggestions toggle.
| Requirement | Detail |
|---|---|
| Zoho CRM Edition | Professional and above |
| Modules covered | Leads, Contacts, Accounts, Deals |
| Permission required | Manage Automation |
| Default state | Enabled by default |
| Setup path | Setup > Zia > Recommendation > System Recommendations |