PART OF YOUR HARTBEAT OS EXPERIENCE

Set the next step.
Let your workflow run.

Connect everyday customer actions to useful follow-up, so fewer details depend on you remembering them.

Discover HartBeat OS

Business tools. One HartBeat OS experience.

Marketing Automation

A smoother customer journey.

Build rule-based workflows around the moments that matter to your business.

  • Triggers and actions
  • Behavior-based tagging
  • Visual workflow builder
automation actions panel showing options like subscribe to campaign, add tag, send email, and enroll contacts with conversion rate analytics

Product interface examples; screenshots contain sample data. Branding and available options may vary by configuration.

Start with one simple rule

Pair a signup or purchase trigger with an action such as joining an email sequence.

automation builder showing trigger-based workflow to tag new leads and subscribe contacts to an email campaign

Organize contacts by behavior

Apply tags as people interact with your offers.

automation builder showing trigger selection and tagging workflow to segment contacts and manage leads

Plan the whole journey

Combine follow-up, course access, decisions, and waiting periods in a visual workflow.

Visual workflow automation builder showing a sequence of steps: form subscription trigger, tagging, sending emails, delay, conditional split based on link click, followed by targeted email actions and lead tagging paths.

Choose what happens next

Create branches and delays to adapt the sequence to customer actions.

Visual workflow automation builder showing a funnel where a subscriber receives emails, waits, and is routed through different paths based on their actions.

ONE HARTBEAT OS EXPERIENCE

Your tools are part
of something bigger.

Connected business tools

Build your presence, nurture relationships, and deliver your offers from your HartBeat workspace.

A practical place to start

Choose the business outcome that matters first. Let that goal guide your next step.

Room to build with you

HartBeat brings workflow planning and support to the way you want to work.

A few useful answers.

Is this the same as Maestro AI?

No. These are business-app rules you configure. HartBeat Maestro’s AI mission planning and execution are a separate layer in development.

How do I get access?

Explore the tools inside HartBeat OS and talk with our team about getting started.

YOUR BUSINESS. YOUR NEXT CHAPTER.

Start with your goals.
Build with HartBeat OS.

Let’s explore the tools, setup, and support that fit the way you want to work.

Let’s talk about HartBeat OS

Already onboarded? Open your customer workspace ↗

YOUR BUSINESS. YOUR CHALLENGES. YOUR NEXT MISSION.

Meet the HartBeat OS
Architecture & Workflow Team.

What would you like to solve in your business? Explore how the HartBeat OS AI workforce can help with the challenges, workflows and outcomes that matter to you.

For a limited time, you may also connect directly with Richard Hart, the HartBeat OS Architect, subject to availability. Whether you meet with Richard or a member of our Architecture & Workflow Team, the focus is the same: understanding your goals and mapping a practical path forward.
Let’s Talk About Your Business

SECURITY & COMPLIANCE

Trust belongs in the architecture.

Security, human authorization, and responsible data handling are priorities in HartBeat OS’s design. Our compliance roadmap starts with defining scope, documenting controls, and validating them with evidence.

SOC 2Planning topicHIPAAPlanning topicISO 27001Planning topic

Framework labels are educational—not audit or certification badges. HartBeat OS is in development; no SOC 2 report, ISO certification, or HIPAA compliance status is claimed. Vanta is a platform to evaluate, not an announced provider or partner.

Explore our security priorities and compliance roadmap →