Workflow rules

Event-triggered automations

Build simple workflows directly, or use AI to draft a workflow definition for review.

Create workflow

BrandNameTriggerStatusActionChannelDelay minutesTemplate keyBusiness goal

Reminder copyInternal note

Event types

Leave all unchecked to apply this workflow to all event types in the selected brand.

Round Robin Intro (Gambit Applications)Strategy Session (Gambit Applications)Retirement Blueprint Call (Northlight Advisory)Growth Workshop Callback (Summit Growth)

Saved workflows

appointment.bookedactiveGambit Applications

Gambit email booking confirmation

Action: send_email · Channel: email · Delay: 0 min

Event types: All

Edit workflow

appointment.bookedactiveGambit Applications

Gambit SMS booking confirmation

Action: send_sms · Channel: sms · Delay: 0 min

Event types: All

Edit workflow

appointment.bookedactiveGambit Applications

Gambit internal strategy intake email

Action: send_email · Channel: email · Delay: 0 min

Event types: Strategy Session (Gambit Applications)

Edit workflow

appointment.no_showactiveSummit Growth

Summit Growth no-show reschedule nudge

Action: send_email · Channel: email · Delay: 0 min

Event types: All

Edit workflow

appointment.no_showactiveGambit Applications

Configured Brand no-show reschedule nudge

Action: send_email · Channel: email · Delay: 0 min

Event types: All

Edit workflow

appointment.no_showactiveNorthlight Advisory

Northlight Advisory no-show reschedule nudge

Action: send_email · Channel: email · Delay: 0 min

Event types: All

Edit workflow

appointment.bookedactiveSummit Growth

Summit Growth email booking confirmation

Action: send_email · Channel: email · Delay: 0 min

Event types: All

Edit workflow

appointment.bookedactiveNorthlight Advisory

Northlight Advisory email booking confirmation

Action: send_email · Channel: email · Delay: 0 min

Event types: All

Edit workflow

appointment.reassignedactiveOrg-wide

Global reassignment notice

Action: send_sms · Channel: sms · Delay: 0 min

Event types: All

Edit workflow

appointment.bookedactiveSummit Growth

Summit booking confirmation

Action: send_sms · Channel: sms · Delay: 0 min

Event types: All

Edit workflow

appointment.bookedactiveNorthlight Advisory

Northlight booking confirmation

Action: send_sms · Channel: sms · Delay: 0 min

Event types: All

Edit workflow

Recent workflow runs

No workflow runs recorded yet.