Workflow Recipes

You have several options for creating a new Workflow within the Workflow builder. You can start from scratch with a blank slate, import steps from an existing campaign, or use a “Recipe” from our pre-made templates.

The Recipes allow you to use and customize templates that already exist, which can save you time and help you work more efficiently. If you use a Recipe, you can still customize it - adding or removing features for your specific use case.

Check out the Recipes we have available:

Appointment Booking: Detect intent on customer reply to send them a booking link or create a manual SMS to help them decide.
Appointment Confirmation + Reminder + Survey + Review Request: For each new appointment, send a confirmation, send reminders, survey the result, and if the result is positive, send a review request
Appointment Confirmation + Reminder: Appointment confirmation and follow-up reminder.
Auto Missed Call Text-Back: If you miss a call from a lead, reply to them automatically and notify the assigned user to get back ASAP.
FAQ Auto Reply: Automate replies to frequently asked questions.
FB Messenger: When an inbound FB message is waiting, reply & remove the pending tag, or we will prompt the lead to share the phone number in 30 mins.
Fast Five: The odds of closing a lead decrease dramatically after 5 minutes. This Workflow delivers the ultimate first-5-minute lead nurture.
GMB Business Message: Notify users & auto-respond to Google Business Messaging channel
Birthday Template: A workflow to do Birthday promotions
List Reactivation: Generate leads for your business with a list, without ad spend, using AI filters for positive responses
Appointment Booking: Detect intent on customer replies to send them a booking link or create a manual SMS to help them make a decision
GMB Business Message: Notify users & auto-respond to Google Business Messaging channel
No-Show Template: Re-engage your no-shows
Fast Five: The odds of closing a lead decrease dramatically after 5 mins. This Workflow delivers the ULTIMATE first-5-minute lead nurture
Webinar Registration Confirmation & Reminders: Use this recipe to send Webinar Registration Confirmations and reminders leading up to the webinar.
Send Review Request: This Workflow sends a review request to your customers when an opportunity is marked as won (or), an appointment is marked as shown (or) a tag is added.

To use a Recipe, select the one you wish to use (which will highlight it in color) and then click “+Create new workflow”.

The template will load in the Workflow builder. You can make any customizations or edits you wish to add. Click “Save” and toggle the Workflow from Draft > Published mode to function.

Make any edits or customizations, save the Workflow, and switch it from Draft > Published mode, and it will start operating for you!