Workflows and Automation
Automate the Moments That Matter
Rules That Protect People
Work hours, time zones, and stop rules prevent bad timing.
Right Time Triggers
Events and delays fire when needed, with work hours and time zones set for accuracy.
Email and SMS
Templates use merge fields, links, and tracking so messages feel clear and personal to readers.
Paths and Stops
Yes and no paths move people cleanly. Stop rules pause when they reply to messages.
Why Speed Wins
- Replies land at the right time.
- Less manual follow-up
- Logs you can trust
Workflow FAQs
Yes. We draft simple copy for each step, test links, add merge fields, and set rules so messages stop when someone replies or books successfully.
Yes. You can pause flows, skip steps, or remove people by tag. No data is lost, and logs still show actions for each action.
We use test tags and a sandbox list, send messages to staff first, and log every run. Nothing reaches customers until you approve the flow.
Make videos that people finish.
