Guide

How does an automation flow work?

An automation flow is a series of automatic actions triggered by an event. When a customer fills in a form, an email is sent, a task is created in your CRM, and a meeting is booked in your calendar, without you lifting a finger.

An automation flow is a series of automatic actions triggered by an event. When a customer fills in a form, an email is sent, a task is created in your CRM, and a meeting is booked in your calendar, without you lifting a finger.

Three common automation flows for businesses

1. Lead handling flow

Trigger: Customer fills in a contact form

Actions:

  1. Contact details are saved in the CRM
  2. A welcome email is sent automatically
  3. A follow-up reminder is created for 24 hours later
  4. If no response after 48 hours: automatic reminder

2. Booking flow

Trigger: Customer books a time via the website

Actions:

  1. Booking confirmation is sent to the customer
  2. A calendar event is created for you
  3. A reminder is sent 24 hours before the meeting
  4. A follow-up email is sent 24 hours after the meeting

3. E-commerce flow

Trigger: An order is placed

Actions:

  1. Order confirmation to the customer
  2. Inventory is updated
  3. Shipping label is generated
  4. Tracking link is sent when the order ships

Zapier vs custom-built flow: What should you choose?

Zapier/MakeCustom-built
Monthly costOngoing platform feeCan be included in operations
StabilityDependent on the platformFull control
FlexibilityLimitedUnlimited
DataStored with a third partyStays with you
Build timeHoursDays

What does an automation flow cost?

A simple automation flow can be included in an AI agent setup quoted individually. Complex multi-step flows with many integrations are priced separately. Transparent pricing

Common questions about automation flows

Do I need to replace my existing systems?

No. We integrate with the systems you already use: Fortnox, HubSpot, Klaviyo, Google Workspace, and hundreds of others.

What happens if something goes wrong in the flow?

Custom-built flows have built-in error handling and logging. You get an email if something is not working as it should.

Can I see what the flows are doing?

Yes. We build in a simple dashboard where you can see how many triggers have fired, what was sent, and any errors.

How long does it take to set up?

A simple flow takes 1 to 3 days. Complex flows with many integrations take 1 to 2 weeks.