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Automations

Not built yet

Rules that act on their own — send a message, create a task, move a stage.

Where this stands

This is a flagship screen and depends on the job queue. The builder is deliberately a linear WHEN → IF → THEN list, not a node canvas.

What it will do

  • Start from a recipe rather than a blank page
  • Test run against a real record, sending only to you
  • Impact preview before activating — “this would have run 47 times”
  • Run history with what was sent, what failed and why, and retry
  • Frequency caps, quiet hours, and do-not-contact always winning