Templates to get you started
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Recipe - Appointment Confirmation + Reminder
Appointment confirmation and follow up reminder.
Recipe - Email Drip Sequence
Add contacts to this workflow to drip them a series of Emails over time. This recipe uses the “Emailed Opened” condition to resend each email with a new subject if it wasn’t opened within 24 hrs!
Recipe - Appointment Confirmation + Reminder + Survey + Review Request
For each new appointment, send a confirmation, send reminders, survey the result, and if the result was a sale, send a review request!
Recipe - Fast 5 Lite
Great for nurturing new leads into hot leads by automating email, SMS, Call Connects, and Voicemail Drops - all within five minutes!
Recipe - Long Term Nurture/Reactivation Email Sequence
A long-term monthly email sequence that consistently nurtures and reactivates leads over time. The workflow continues to alternate between waiting a month and sending an email, ensuring consistent engagement with the contact over an extended period.
Recipe - Instagram comment automation
Use this recipe to automate the DM replies to comments on Instagram
Recipe - FAQ Auto Reply
Automate replies to frequently asked questions across SMS, FB, Instagram, and Google chat!
Recipe - Auto Missed Call Text-Back
If you miss a call from a lead, reply to them automatically and notify the assigned user to get back ASAP.
Recipe - Send replies to inbound WhatsApp messages
Reply to inbound messages received via WhatsApp without incurring any messaging charges
Recipe - Facebook comment automation
Use this recipe to automate the DM replies to comments on Facebook
Recipe - Appointment Booking
Detect intent on customer reply to send them booking link or create a manual SMS to help them make a decision
Recipe - List Reactivation
An incredible way to generate leads for any business with a list. Requires no ad spend and AI filters positive responses!
Recipe: No-Show Nurture
Recover no-shows with this simple but powerful automation!
Recipe: IVR
This IVR workflow streamlines communication, allowing callers to navigate through service options, leave messages, and connect with your team effortlessly, optimizing your customer service experience.
Recipe - Send Review Request
This workflow sends a review request to your customers when an opportunity is marked as won (or) an appointment is marked as showed (or) a tag is added
Recipe - Webinar Registration Confirmation & Reminders
Use this recipe to send Webinar Registration Confirmations and reminders leading up to the webinar.
Recipe - Facebook comments + Workflow AI
Expose the user comment to Workflow AI and use the output as a response to the comment. Also use Workflow AI to analyze the comment sentiment and respond accordingly.
Recipe - Birthday Template
A workflow to do Birthday promotions
Recipe - Fast Five
The odds of closing a lead decrease dramatically after 5 mins. This Workflow delivers the ULTIMATE first-5-minute lead nurture!
Recipe - FB Messenger
When an inbound FB message is waiting, reply & remove pending tag or we will prompt the lead to share phone number in 30 mins.
Recipe - Send product recommendation using GPT 4 Turbo
Sending product recommendation using GPT 4 Turbo to prepare an Email and send to the customers who have bought a product in Shopify.
Recipe - Missed Call WhatsApp-Back
If you miss a call from a lead, reply to them automatically via WhatsApp and notify the assigned user to get back ASAP
Recipe - GMB Business Message
Notify users & auto-respond to Google Business Messaging channel
Recipe - WhatsApp Delivery Status
Automatically send SMS or Email to customers when a WhatsApp message fails to deliver, ensuring no communication is missed