Your Automated Workflows — What They Do and When They Fire

Your account comes with three pre-built workflows that run automatically. You don't need to set them up or turn them on — they're already active.

Workflow 1: Demo Booked — Confirm It * **When it fires:** The moment someone books an appointment on your calendar. * **What it does:** Sends them a confirmation text immediately and sends them a confirmation email. * **Why it matters:** Instant confirmation reduces no-shows and makes you look professional from the first interaction.

Workflow 2: Demo Reminder — 24 Hours Out * **When it fires:** 24 hours before a scheduled appointment. * **What it does:** Sends a reminder text to the contact. * **Why it matters:** One reminder the day before cuts your no-show rate significantly. It also gives people a chance to reschedule if something came up — which is better than a no-show.

Workflow 3: New Contact — Say Hello * **When it fires:** When someone submits your *Stay Connected* opt-in form. * **What it does:** Tags them as a Prospect and sends them a friendly welcome text from you. * **Why it matters:** Speed-to-lead is everything in sales. This workflow makes sure every new contact hears from you within minutes — even if you're in a demo or asleep.

Workflow 4: Welcome to AKL — Rep Account Setup * **When it fires:** The moment you submit the Welcome to AKL Setup Form. * **What it does:** Automatically writes your name, phone number, rep number, email, and website into your account Custom Values. It also locks in your shared email sending domain so your emails are delivered correctly. * **Why it matters:** You fill in one form and your entire account is personalized automatically — your name shows up in every email, your rep number is on file, and your email sending is configured. No settings hunting required.

A note on workflows: These automations work quietly in the background. You don't need to manage them day to day. If you ever want to check that they're running, click **Automation** in the left sidebar and you'll see all three listed as active.