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Capability

Automation Templates

The work that happens by itself the moment somebody pays, replies, books or signs.

What it is

An automation here is not a diagram you have to maintain. It is the platform doing the obvious next thing: money lands, the thing they bought is issued, the receipt goes, the follow-up is scheduled, and the record is written.

What you get

  • Message sequences with a wait, a template and conditions on every step
  • Stop rules that matter: stop if they reply, stop if they buy, stop if they finish the thing you are chasing them about
  • Send windows that respect the hour where the person actually is
  • Templates that keep their old versions, so you can answer what somebody received in September with the exact words
  • Automatic replies on filing addresses
  • An event goes out when something happens, so another product or an outside tool can act on it
  • Signed outbound webhooks per company, for Zapier, Make, n8n and the rest

How it works

  1. A payment, a form, an enrolment or a signature raises an event
  2. The event is recorded and handed to whatever is listening
  3. Sequences run on the platform's own mail engine; there is no second email system
  4. Every send is written to the outbox with its full body kept
Being straight with you

Forms and surveys can raise these events today when they are part of a course. A standalone form builder that starts an automation is the next piece and is not built yet.

See it on your own business

Everything on this page is switched on today. The quickest way to judge it is to look at it with your own work in front of you.

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