Build your first workflow

Set up an automatic reply or follow-up that runs whenever something happens.

Updated October 23, 2026

1. 1

   Open Workflows

   Open Workflows and click Create Automation Workflow.

2. 2

   Name it

   Give the workflow a clear name, such as "Inbound demo booking follow-up".

3. 3

   Choose the trigger event

   Pick what starts it, for example a new lead arriving. Each workflow starts from one trigger event.

4. 4

   Add the steps

   Open the builder and add the actions you want, such as sending a WhatsApp message, waiting, or branching on a condition.

5. 5

   Test, then switch it on

   Run it on a test contact first. Workflows can be saved as drafts, paused, or set active.