Automation & Workflows
Put your repetitive tasks on autopilot.
18 articles in this section
Understanding the CMART automation workflow builder
A beginner's guide to the workflow builder.
Your first workflow — step-by-step from scratch
Build a simple automation from the ground up.
Automation triggers — the complete list and when to use them
Understand what can start an automation.
Using if/else conditions in your workflows
Create smart branching paths based on client actions.
Setting time delays and wait steps
Control when actions happen in your workflow.
The 5 automations every CMART user should activate first
Essential workflows to get started quickly.
Building an appointment reminder sequence (email + SMS + WhatsApp)
Reduce no-shows with automated reminders.
Setting up a lead follow-up automation
Nurture new leads automatically.
Creating a post-appointment review request workflow
Automatically ask for feedback.
Building a client re-engagement (win-back) campaign
Bring back inactive clients.
Setting up a welcome and onboarding sequence for new clients
Make a great first impression.
Automating invoice sending after a completed appointment
Get paid faster without manual work.
Using tags to trigger automations
Start workflows based on contact tags.
How to test your automation before going live
Ensure everything works perfectly.
Cloning and editing existing automation workflows
Save time by duplicating workflows.
Turning an automation on or off
Manage the status of your workflows.
The 40+ pre-built CMART automation templates — what each does
Explore the library of ready-to-use workflows.
Troubleshooting automation workflows that aren't firing
Fix common automation issues.
Was this category helpful?