Automations

Build automated flows: what starts them, what they do, and how to keep them from firing when they shouldn't.

How the automation builder works

The five node types, how a flow is assembled, and what has to be true before you can switch one on.
Trigger reference: every automation trigger

The six trigger types, the exact events each one exposes, and which to choose.
Action reference: what an automation can do

The seven actions available in the builder, plus the Wait step and what each needs configured.
Conditions and branching

Condition steps, the nine operators, ALL/ANY matching, and routing by survey sentiment.
Personalising automated messages

How to reference trigger and step data in your messages, and what's worth personalising.
Testing and activating an automation

Completing every node, running a test, activating, and what to watch in the first week.
Starting from an automation template

Finding a template, what to change before activating, and how to reuse a workflow across locations.
Automation recipes worth setting up

Six workflows that earn their keep, written as actual trigger-condition-action chains.
Safety rails: what to never automate

Which actions are safe to run unattended, and the categories that must always reach a person.
Troubleshooting an automation

Using run history and trigger events to isolate why a workflow misbehaved.