Automations allow you to define when something should happen and what action should follow. This article explains how automations work, how to create them, and how to use draft status to build or pause automations without affecting live workflows.
Automations vs. Series
These two features can be confused. Here is how they differ.
Automations are trigger-based. They run automatically when a specific event occurs, such as:
A contact fills out a form
A contact is added to a list
An opportunity moves to a specific pipeline stage
A date field on a contact record matches today's date
Series are multi-step communication templates. A series must be either triggered by an automation or manually launched by the user.
If you want to manually send a series, you do not need an automation. You can launch a series directly from the contact record, the Series Templates page, or the + button in the upper right of your screen.
The Automations Dashboard
The Automations page includes a dashboard at the top that gives you a quick view of automation activity.
The dashboard includes three summary cards:
Total Active - the number of automations currently set to active
Automations Run This Month - how many times automations have fired in the current month, with a comparison to last year
Drafts - the number of automations currently in draft status, with a link to view them
Below the summary cards, two charts display automation activity for the selected time period:
By Trigger Type - shows how many times each trigger type has fired
By Action Type - shows how many times each action type has run
Use the This Month / Last 30 Days / Last Year toggle to adjust the time range shown in both charts.
Below the dashboard is the full list of automations. You can search by name, filter by status, trigger type, or action type, and sort by update date.
Available Triggers
When creating an automation, you select one of the following trigger types:
Add Contact to List - fires when a contact is added to a specific list
Sign Up Form Completion - fires when a contact submits a specific form
Scheduler Booked - fires when a meeting is booked through a scheduler
Meeting Reminder / Follow-up - fires based on scheduled meeting timing
Monthly Recurring - fires on a specific day each month for a contact list
Daily Recurring - fires when today's date matches a custom date field on a contact record
Opportunity Stage Change - fires when a deal moves into a specific pipeline stage
Email Parsed - fires when an inbound email matches a parsing rule
Facebook Lead Ad - fires when a new lead comes in from a connected Facebook Lead Ad
Available Actions
After selecting a trigger, you select one or more actions. Available actions include:
Send Email - sends a specific email template
Send Text - sends a text message (contact must have a mobile number on file)
Send Series Template - launches a multi-step series
Cancel Scheduled Emails or Texts - stops pending scheduled messages
Remove Contact from Series - removes the contact from an active series
Add or Remove Contact from List - updates list membership
Booking Agent - assigns an AI Booking Agent to handle scheduling
How to Create a New Automation
Click Automations in the left-hand sidebar.
Click + Create.
Select a Trigger from the available options.
Configure any trigger-specific settings (such as which list, form, or pipeline stage).
Select one or more Actions.
Configure timing and delivery options for each action.
Click Save Automation to activate it, or check Save as Draft to save without going live.
Create your content (email templates, series, etc.) before building the automation. The automation will reference existing content - it does not create it.
Draft Automations
Draft status allows you to work on an automation without it going live, or to pause an existing active automation without deleting it.
There are two ways to use draft status:
Saving a new automation as a draft:
Click + Create and build the automation as usual.
Before saving, check the Save as Draft checkbox.
Click Save Automation.
The automation will appear in your list with a Draft badge and will not fire until activated.
Moving an existing automation to draft (to pause it):
Click Automations in the left-hand sidebar.
Find the automation you want to pause.
Click Edit.
Check the Save as Draft checkbox.
Click Save Automation.
The automation will move to draft status and stop firing until you reactivate it.
Draft automations are visible in your automations list with a Draft badge. You can filter to view only drafts using the status filter. The Drafts summary card on the dashboard also shows a count and links directly to your drafts.
Trigger-Specific Notes
Monthly Recurring
Sends to a contact list on a specific day each month. You can configure it to delay delivery to the following Monday if the send date falls on a weekend.
Daily Recurring
Triggers when today's date matches a custom date field on a contact record. Commonly used for birthdays, anniversaries, and renewal reminders. The custom date field must exist on the contact record before the automation will fire.
Opportunity Stage Change
Triggers when a deal moves into a specific stage in your pipeline. Common actions include launching an onboarding series, sending a notification email, or canceling existing series for the primary contact.
Sign Up Form Completion
Triggers when a contact submits a specific form. Commonly used for welcome messages and onboarding sequences. For SMS actions, the contact must have a phone number in the mobile field.
Viewing Automation Logs
Logs let you verify that automations are firing correctly and confirm what actions ran for each contact.
Click Automations in the left-hand sidebar.
Click Automation Logs at the top of the page.
Review the log entries to see which automations fired, when, and for which contacts.
Click on the Contact Record link in the left column to view the Contact Record
Key Notes
Always create your content (email templates, series, etc.) before building the automation that references it.
An automation can have multiple actions - for example, adding a contact to a list and sending a welcome email can be combined into a single automation.
Draft automations do not fire. They must be set back to active before they will run.
Deleting an automation is permanent. Use draft status instead if you want to pause without losing the configuration.
SMS actions require the contact to have a phone number in the mobile field.
Automations won't fire retroactively. For instance, a "New Contact Added To List" automation won't trigger for Contacts who already are on that Contact List. It will only fire for Contacts who are added after the Automation is created and set live.