AutomationsDemo Studio
Prototype simulationRecipes create local tasks and conversation history. Waits and outbound messages are represented, not actually scheduled or sent.

When lead captured

New inquiry follow-up

  1. 1
    emailSend a personal-looking welcome email
  2. 2
    waitWait one day
  3. 3
    taskCreate a scope-review task
12 prototype runsLast: Yesterday

When quote sent

Quote follow-up

  1. 1
    waitWait two days
  2. 2
    emailCheck whether they have questions
7 prototype runsLast: Jul 12

When job completed

Finish strong

  1. 1
    loyalty-punchAward one completed-job punch
  2. 2
    emailAsk for a review
  3. 3
    taskCreate a 30-day rebooking task
4 prototype runsLast: Jun 27

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Prototype data

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