Automation Workflows
Intelligent triggers and actions to automate your business
Active Automations
4
Total Executions
337
Avg Success Rate
98%
Time Saved
~45h
How Automation Works
Set up intelligent workflows that trigger automatically based on user actions, saving time and improving conversions
Trigger Event
Check Conditions
Execute Actions
AI Call Intake → Hot Lead Routing
Automatically identifies high-quality leads from phone calls and routes them to the right agent
ACTIVE
TRIGGER
CALL COMPLETED
duration > 60 seconds
Click to modify trigger
ACTIONS (4)
Update contact lead score (+20 points)
Add 'hot_lead' tag to contact
Create follow-up task for agent
Send in-app notification
Executions:47
Success Rate:98%
Webinar Registration → Nurture Sequence
Sends confirmation and reminder emails/SMS to webinar registrants
ACTIVE
TRIGGER
WEBINAR REGISTRATION
New registration
Click to modify trigger
ACTIONS (4)
Send confirmation email with calendar invite
Schedule reminder email (24h before)
Schedule reminder SMS (1h before)
Add 'registered_webinar' tag
Executions:134
Success Rate:100%
Webinar Attended → Offer Funnel
Moves high-quality attendees into sales funnel with automated follow-up
ACTIVE
TRIGGER
WEBINAR ATTENDED
attended >= 20 minutes
Click to modify trigger
ACTIONS (4)
Send offer email sequence (3 emails)
Send SMS with offer deadline
Move to policy_sale funnel
Update lifecycle stage to 'hot'
Executions:89
Success Rate:95%
Clip Published → Analytics Sync
Automatically fetches and syncs social media analytics for published clips
ACTIVE
TRIGGER
CLIP PUBLISHED
Posted to social platform
Click to modify trigger
ACTIONS (4)
Fetch views from platform API
Fetch engagement metrics
Update clip record in database
Calculate engagement rate
Executions:67
Success Rate:97%
More Automation Ideas
Explore additional workflows to streamline your operations
Lead Score Threshold
Auto-assign to top agents when score > 80
Abandoned Cart
Send reminder emails for incomplete purchases
Birthday Campaign
Send personalized birthday offers