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Section 6

Automations

Build workflows that save time and scale operations.

Building Automations

Video coming soon · 12–18 min

Training Document

Combine triggers, conditions, and delays to build onboarding, nurturing, and reminder workflows that run themselves.

Topics Covered

  • Triggers
  • Workflows
  • Automation builder
  • Delays
  • Conditions
  • Onboarding flows
  • Reminders
  • Lead nurturing

Demonstration Areas

  • Creating workflows
  • Adding triggers
  • Email actions
  • SMS actions
  • Lead routing
  • Onboarding automations
  • Appointment reminders

Key Message

"Automation saves time, improves consistency, and allows businesses to scale more efficiently."