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AI Automations · 15 of 64

Build an Email Automation

2:00 · 7 chapters

About this video

Build an email follow-up that runs for every deal by itself. Start from the Quote follow-up template, set what starts it and its goal, write the email with merge fields, add a Wait and an If / Else with a reminder, test it on one contact, publish it, and see every email delivered, opened and clicked in Run history.

Recorded in the real product, using a fictional company, Northwind Labs.

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AI Automations

Every lead, order and booking gets the right email or text at the right time, and AI agents take the chores off your plate.

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AI Automations Overview

The whole app in two minutes: AI Workflows that research and write, and Automations that follow up when something happens.

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Video thumbnail: AI Workflows1:58

AI Workflows

Chain steps together, from reading your documents to emailing the result, and run them now or on a schedule.

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Video thumbnail: Slack Integration1:47

Slack Integration

Connect Slack once, and Site Pulse alerts, AI Workflow results and automation notifications post to your team’s channels.

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Video thumbnail: Site Pulse1:41

Site Pulse

Checks your pages and sign-up forms on a schedule, the way a customer would, and emails you when something breaks.

1:41 · 4 chaptersDetails

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