Help Center

Automations

Workflows that follow up, tag, score and notify for you.

• What a workflow is and how it runsUnderstand triggers, steps, runs and the Draft, Running and Paused states before you build your first automation.
• Create a workflow by describing itSay what you want automated in one sentence and get back a draft workflow with its trigger, steps and words.
• Start a workflow from a templatePick a ready-made workflow, with its trigger, timing and words already written, and switch it on after reading it.
• Every workflow trigger explainedWhat each trigger listens for, the choices it offers, and when to use it.
• Every workflow step explainedWhat each step does, what you fill in, and what to watch for.
• Score your leads automaticallyHave AI read each new lead's form answers, score them out of 100, move the good ones to Qualified and tell you why.
• Build, explain and switch on a workflowAdd a trigger and steps on the canvas or in the list, read it back in plain words, switch it on, and add people by hand.
• See who went through a workflowCheck who is on a workflow now, where each person has reached, when their next step goes, and how its emails performed.
• Change automation settingsGet an email when a step fails, pause every workflow for a holiday, and choose whether the AI builder is offered.
• Why a workflow didn't run, and other problemsWork out why a workflow did not start, why its emails or texts did not go, or why somebody is stuck on a wait.