Your First Automation in 10 Minutes

🚀 Your first automation in 10 minutes

An "automation" sounds like something NASA builds. In reality, it's just telling the software: "when THIS happens, do THAT." Like a very obedient intern who never sleeps and never asks for a raise. Let's build your first one.

⏱️ Set a timer. If this takes longer than 10 minutes, you're allowed to blame us loudly.

What we're building

A new-lead welcome sequence: the moment someone fills out your contact form, they instantly get a friendly text, then a follow-up email the next day. This single automation has saved more deals than free donuts at a sales meeting.

Step 1: Open Automations (1 minute)

In your dashboard, click Automations, then Create Workflow. Pick the "Start from scratch" option — we're chefs today, not microwave users.

Step 2: Set the trigger (2 minutes)

The trigger is the "THIS" in "when THIS happens." Choose Form Submitted and select your contact form. Now the automation is listening, like a loyal dog waiting for the doorbell.

Step 3: Send the instant text (3 minutes)

Add an SMS action right after the trigger. Write something human:

✍️ Try: "Hi {{name}}! Thanks for reaching out — this is {{your business}}. We'll be in touch shortly. Reply here anytime!" — Instant replies make you look like you have 47 employees.

Step 4: Add the next-day email (3 minutes)

Add a Wait step (1 day), then an Email action with a helpful follow-up: answer the #1 question new leads ask. You just built a 24/7 follow-up machine.

Step 5: Turn it on (1 minute)

Hit Publish. Congratulations — you now have an employee that works nights, weekends, and holidays, and its only benefits package is electricity.

🎉 You did it! Go celebrate. The automation will hold down the fort. It's very responsible.

What next?

Try the missed-call text-back — the highest-ROI 5 minutes in business.
Then put your reviews on autopilot and watch the stars roll in.