Automatic work · Guide · 1 min read · Dashboard

Build your first automation

You build a rule that runs on its own, such as welcoming each new lead. Use it for steps your team repeats. Nothing runs until you publish it.

Available on paid plans. Owners and admins build automations. Where automations are not available, a workspace keeps its flows, paused.

Steps

1. 1

   In the dashboard, open Automations and pick a starting flow, such as Welcome new leads, or create a new flow.

2. 2

   Set the trigger, such as a new lead arriving.

   Add steps: assign to a teammate, create a reminder, send a message and more.

3. 3

   Under Flow settings, keep it to working hours and stop it if the customer replies.

4. 4

   Try it shows what would happen on one lead without changing anything.

   Publish switches it on.

5. 5

   The Executions tab lists every run, step by step, with the reason for anything skipped.