How to Set Up and Customize Automations

Overview

Automations help automate repeatable processes so you can streamline operations and create consistent customer experiences.

This guide covers what Automations are, what you can do with them, and the basic steps to set up and customize an automation to match your business.

Tailored onboarding by business niche

During setup, you can select your business niche so the platform can suggest templates and examples that match common scenarios in your industry.
Relevant templates and pre-built automations

Use pre-built automations (sometimes called “recipes”) to get started quickly with proven automation patterns.
Quick customization

Edit triggers, actions, and conditions to fit your process, or build an automation from scratch when you need something unique.
Guided automation builder

The builder uses an “If this happens → do this” structure to make it easier to map events to actions.
On-page tutorials and resources

Tutorial videos and guided resources help you learn as you build.

Select your business niche

At the beginning of your automation setup, choose your business niche so you see the most relevant templates and examples.
Choose a pre-built recipe

Browse suggested automations that match typical processes in your industry.
Customize the automation

Adjust triggers, actions, and conditions to create an automation that matches your process.
Launch the automation

Once you are ready, launch the automation so the automation starts running.
Monitor and refine

Review execution history and enrollment logs, then update triggers and actions as needed.