Workflows
When this happens, do that.
And know it will work.
Pick a trigger, add conditions, choose what happens: a WhatsApp, an email, an alert to the owner, a signal to the ad platforms. Before you save, you see how many real events it would have caught. Once it is live, a broken step is named in plain words before a customer misses a message.
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Will this workflow actually fire, and for whom?
Why did my WhatsApp follow-up stop going out?
Can I stop messaging someone the moment they buy?
Which workflows failed this week, and why?
What it is worth
Automations you do not have to babysit.
No silent failures
Workflows that failed this week sit at the top of the list with the reason in plain words, and a morning email can bring them to you.
No dead rules
A workspace is only offered the triggers it can fire. A workspace without a store is never offered order triggers.
No messages after the sale
Exit rules are checked against the record as it is now: someone who bought during the wait gets no reminder, and a sequence stops when they reply.
Test fire
Every step, on a real record. Nothing sent.
A test fire takes the latest real event the workflow received and runs it through: the conditions judged for real, and each step checked the way the live send would check it. A template Meta has paused, a lead with no phone, a blank variable in the message: each is named against that record. This was a test, so nothing was sent.
- Conditions checked against 30 days of real events, before you save
- Each step checked the way the live send checks it
- Template variables filled from this record, not the sample
- Nothing sent, written or scheduled
On order #10482 from 3 Oct, the latest real event this workflow received.
Conditions
Payment method is prepaid
Wait 2 days
would wait, then go on
WhatsApp the customer
The WhatsApp template "review_ask" is paused by Meta.
This was a test, so nothing was sent.
Needs attention
A broken workflow, found before a customer notices.
Every night, each switched-on workflow is judged on recent real records, after 02:00 in your own time zone. Anything that would fail or can never fire goes on the Needs attention card, with the reason in plain words and a link to the workflow. Turn on the morning note and your admins get it by email too.
- This week’s failed runs, each with its reason
- Would fail, can never fire, may never fire
- Check now, whenever you like
- A morning email to admins, off unless you turn it on
Order delivered → ask for a review
onCheckout abandoned → email in 1 hour
onnothing found
Email the admins each morning
Exit rules
They bought. The reminder never goes.
A wait is not a timer that fires blindly. Before the next step, the exit rules are checked against the record as it stands now, so a shopper who ordered during the wait is dropped, and the run says why. Sequences stop the same way when a lead replies, reaches a stop stage or opts out.
- Exit when they buy, reply or opt out
- A number that replied STOP on WhatsApp is skipped
- Every skipped step recorded, with its reason
- Switch a workflow off and its waiting runs are cancelled
Checkout started, not paid
10:14
cart ₹2,499 · a known customer
Wait 1 hour
10:14
the run waits
Order #10482 placed
10:52
the same customer, on their own
Email the customer
11:14
exit condition met while waiting - remaining steps skipped
Workflows, on your own site.
Start a workspace and watch it work on your next order or lead, or let us walk you through it.
Switching it on
From a template to switched on.
- 1
Start from a template
Recovery follow-ups, purchase signals, lead welcomes, meeting reminders, AI calls: each a full workflow you can edit.
- 2
Write the conditions
Under them: how many of the last 30 days’ real events they would have let through, and the rule that stopped them if none.
- 3
Switch it on
A WhatsApp template Meta has not approved blocks this. Save it switched off and switch it on once Meta approves.
- 4
Leave it to the nightly check
If a step would fail or the trigger can never fire, the Needs attention card says so the next morning.
Inside the module
Inside Workflows
Every trigger, action and check below is on the Workflows page today.
Triggers
Orders, deliveries, refunds, checkouts, leads, meetings, calls and messages, offered only when the workspace can fire them
Actions
WhatsApp, email, owner alerts, tasks, webhooks, AI calls and signals to the ad platforms
Template library
Ready workflows for stores and for lead generation, grouped in folders
Condition check
How many real events in 30 days the conditions would let through
Test fire
A dry run of every step on the latest real record
Needs attention
Failures in plain words, a nightly check and a morning email
The test fire and the nightly check judge every step with the same checks, on real records, and neither one ever sends a message.
Where this sits
One of the four steps an order goes through.
Every feature reads the same identity. Open any of them; each has its own page.
1Capture
Every visit, on your own domain.
2Understand
First click to delivered order.
3Send back
Real revenue back to the ads.
4Act
Turn it into the next sale.
Put the next sale on autopilot, and keep an eye on it
When this happens, do that.Tested before it matters.
Start from a template, test it on a real record, and switch it on. If a step ever breaks, the workflow list says so in plain words.