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Automations connects funnel events to messages, delays, and follow-up actions. You need automation-management permission and an active workspace and brand.

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Create and activate a workflow

1

Choose a template

Open Build > Automations > New and choose an unlocked template.
2

Add sequence copy when required

If prompted, use Select a nurture to choose completed Email and SMS nurtures from Write > Nurture. Select Create automation.
3

Configure the workflow

Select nodes on the canvas to configure triggers, messages, delays, and conditions. Changes save automatically; check the Saved indicator.
4

Attach and test a funnel

Use Funnels to attach the funnels that should trigger the workflow. Select a trigger and use Test Flow to send a test run to your account email.
5

Activate

Select Activate when ready. Activation requires a trigger connected to an action. Use Pause to stop the automation.
Call Funnel and Lead Gen Funnel templates need completed Email and SMS nurtures for the current project and offer. Quiz, Webinar, and Event templates include starter copy. SLO Funnel and document upload are unavailable. Detaching a funnel cancels its in-flight runs.