Automations & email sequences

The Automations view is a three-tab control center: Workflows (one trigger → one action), Sequences (multi-step drip campaigns), and Broadcasts (one-time messages to a filtered audience).

Automations: if this, then that

1. 1Open the Automations view and switch to the Workflows tab.
2. 2Click New workflow.
3. 3Pick a trigger: a lead is created (lead_created), a lead changes status (status_changed), a lead crosses a score threshold (score_threshold), or a task becomes overdue (task_overdue).
4. 4Pick one action: create a task, send an email, update the score, change status, or write a note on the lead (send_notification). The form only collects extra copy for create_task.
5. 5Save and enable the workflow.

Email sequences: multi-step drip campaigns

1. 1Open the Sequences tab and create a new sequence.
2. 2Add steps — each step is an email with a delay (Day 1 → 3 → 7).
3. 3Enroll leads into the sequence, either one by one or from a filtered set.
4. 4LeadFlow tracks enrollments and sends each step on schedule.

Sequence steps are their own subject and body, with {name} and {company} filled per lead. Saved templates are a picker inside the one-off email composer, not a separate Automations screen. Enrolled leads show sends on the lead's Messages tab.

Broadcasts: one message to many

1. 1Open the Broadcasts tab.
2. 2Write a subject and body.
3. 3Filter the audience by lead status and source.
4. 4Send — preview counts matching leads; send skips bounced, invalid, and unsubscribed.

• Broadcasts skip invalid, bounced, and unsubscribed addresses. That is skip-list hygiene, not a promise that remaining mail lands in the inbox.
• You still need a verified Resend domain. There is no separate suppression-list UI — bounced and unsubscribed flags on the lead are the list.

Next steps

• Use starter templates from the email composer.
• Combine automations with tasks so follow-up is on the calendar.
• Measure stage counts and tagged win rate in analytics.