A beginner's guide to visual automation workflows

Automation used to mean writing code or learning a complex tool. Visual workflows change that.

With a visual builder, you connect blocks to describe what should happen automatically.

Triggers, conditions, and actions

Every workflow has three parts. A trigger starts it, a condition decides if it should run, and an action does the work.

Automating common replies

A simple workflow can automatically tag incoming messages by keyword, or send a friendly acknowledgment to new leads.

Following up without lifting a finger

Set a workflow to send a follow-up message if a lead hasn't replied within a day.

Keep it visible

Because it's visual, your whole team can understand what's automated — no guessing involved.