Automations

Workflow builder, triggers, actions, and auto-call

Configure the W11 guided actions and canonical graph action contract.

V1 reference for provider-powered call steps, voicemail drops, and inbound call routing.

Build, review, and publish a guided automation workflow safely.

Use the safe merge fields available in Estimate Sent quote follow-up, with V1's broader catalog retained as a parity reference.

V1 reference for moving legacy follow-up sequences into its automation engine.

Review, cancel, and retry durable V2 linear automation runs and their step evidence.

Guide to the Automations workspace: workflows, templates, runs, and the guided and visual builders.

Review the W11 V1-based workflow recipes before cloning a draft.

Use the W11 V1-based automation template catalog as a safe draft starting point.

Choose a W11 business event or manual enrollment and keep its subject scope explicit.

Design and review automation workflows on the desktop canvas.