Automations anyone can build
Build "when this happens, if that is true, do these things" in three rows, describe one in words, or install a ready skill. Every automation is versioned, limited and traced.
Steps
- Open Automations and choose New. The sentence builder shows When / If / Then.
- Pick a trigger (new lead, stage changed, deal won or lost, form submitted, task overdue, missed call, bot handoff, and the marketing ones like subscribed or purchase).
- Add actions: send email, SMS or WhatsApp, create a task, assign an owner, change a stage, update a field, add a note, call a webhook, notify the owner, or an AI step.
- Before you switch it on, read the sentence and the simulation: how many times it would have run in the last 30 days.
- Switch it on. Each switch-on is a version; Versions → Roll back restores an earlier one, and runs already in progress keep the version they started on.
Questions
- What do AI steps do?
- Classify, decide, extract or draft, using your own LLM key or ours. When the model is not sure, the automation takes the Unsure branch instead of guessing.
- Can an automation send to everyone by mistake?
- Sends above the hourly threshold pause for review, each person has a daily limit, and repeated failures stop the automation and email the owner.
- What are skills?
- Ready recipes you install with two or three answers: Facebook lead to WhatsApp and a task, missed call to SMS, quote with no answer, review request after a win, birthday greeting, win-back.
Updated 2026-10-02 · llms-full.txt