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:
- Contact details are saved in the CRM
- A welcome email is sent automatically
- A follow-up reminder is created for 24 hours later
- If no response after 48 hours: automatic reminder
2. Booking flow
Trigger: Customer books a time via the website
Actions:
- Booking confirmation is sent to the customer
- A calendar event is created for you
- A reminder is sent 24 hours before the meeting
- A follow-up email is sent 24 hours after the meeting
3. E-commerce flow
Trigger: An order is placed
Actions:
- Order confirmation to the customer
- Inventory is updated
- Shipping label is generated
- Tracking link is sent when the order ships
Zapier vs custom-built flow: What should you choose?
| Zapier/Make | Custom-built | |
|---|---|---|
| Monthly cost | Ongoing platform fee | Can be included in operations |
| Stability | Dependent on the platform | Full control |
| Flexibility | Limited | Unlimited |
| Data | Stored with a third party | Stays with you |
| Build time | Hours | Days |
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.