Automations basics
Core concepts and your first workflow step by step.
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- How to create a workflow by describing it to the AIGo to Automation › Workflows, click Build using AI, describe in plain language what you want ("when someone fills out the form, send a welcome email and notify the team") and click Build Workflow. Review the result in the builder, ask for tweaks in the AI chat and publish.
- How to create your first workflowIn Automation › Workflows, click Create Workflow, choose Start from scratch, add a trigger, add actions with the + button, save, test it on a contact, and publish.
- How to fix the errors that block publishing a workflowWhen you click Publish and see "Workflow can't be published yet", click Review issues. The Resolve Errors sidebar lists each step with a problem: click Open step to fix its configuration or How to fix for AI help. Fix them all and publish.
- How to organize workflows into folders and subfoldersGo to Automation › Workflows, click Create Folder, name it and save. To create a subfolder, open the folder and repeat. To move a workflow or folder, use the three-dot menu › Move to Folder, pick the destination and click Move Here.
- How to publish, move or delete several workflows at onceGo to Automation › Workflows, tick the checkboxes of the workflows (or folders) in the list and, in the bar that appears, choose Publish/Draft, Move, Delete or Manage Permissions. Check the count in the confirmation dialog and confirm.
- How to view a workflow's sending stats (SMS and email)Go to Automation › Workflows, expand the workflow in the list (arrow next to its name) and click Stats. You'll see how many SMS and emails the workflow sent and how they performed, without opening the builder, and you can compare several workflows.
- What a workflow is and how it worksA workflow is an automation in Automation › Workflows that starts with a trigger (something that happens, like a form being submitted) and then runs actions in order (send an email, add a tag, notify your team) without anyone doing them by hand.