Create a Workflow

Build your first automation using the workflow builder

Overview

You can build from scratch or use a template to speed things up. Each workflow runs step-by-step, executing the logic you define with dynamic inputs along the way.

Workflow

1. Choose a starting point

   

   1. Start from a blank canvas for full customization

   2. Or select from templates to get a head start on common use cases

2. Add a trigger

   

   1. Every workflow begins with a trigger (e.g. “Message received” or “Tag added”)

   2. This determines when the workflow starts and what data is passed into it

3. Add actions and logic blocks

   

   1. Hover over your trigger and click ➕ to add blocks from the action library

   2. You can:

      1. Send a reply

      2. Assign a teammate

      3. Add a delay

      4. Inject AI

      5. Notify someone via Slack or email

      6. Branch the logic with conditional paths

4. Set inputs and variables

   

   1. Configure each block in the right-hand panel

   2. Use variables like {{guest.first_name}} or {{check_in_date}} to personalize messages or logic based on the data from the trigger

5. Publish your workflow

   1. Once it’s set up, click Publish to activate it

   2. You can pause or update a workflow anytime

6. Run the workflow

   

   1. Automatically, based on the trigger

   2. Manually, using a “manual run” trigger block

Notes & Tips

• Variables update dynamically based on the specific message or reservation in each run

• Deleting or reordering blocks: Select a block or path and hit backspace to remove; drag connections to rewire logic

• Permissions: Some workflows require access to inboxes or integrations like Slack — you’ll be prompted if needed