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.

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.