Automation templates

Start with a flow you can make your own.

Inspect a starter, create an editable draft, then review your messages, consent and channel connection before publishing.

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InstagramLead capture

Instagram comment to DM

Match an INFO comment on a selected eligible post.
Send the reviewed public acknowledgement and private reply.
Check follow status on the button response; offer one recheck, then stop if follow status remains unresolved.
Show the approved details, ask for an email with an explained purpose, and tag the contact.

Comment trigger, public reply, private reply, follow check, email capture, and tagging. Configure your posts and messages before publishing.

MessengerSupport

Keyword trigger, a configurable reply, and a human handoff. Review the reply and assignment settings before publishing.

WhatsAppLead capture

Match a customer’s WhatsApp keyword.
Explain why an email is needed and ask for it.
Validate and save the email response; review how invalid or missing answers stop the path.

WhatsApp keyword trigger and email capture. Review the collection prompt, consent, and channel settings before publishing.

Read the steps, required connection and safe test example.

Continue to Automations and review the selected starter before editing.

Check consent, permissions and provider rules. Nothing is published automatically.

Fresh product updates and practical ways to connect with your customers. A little inspiration for your next step.