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Overview

You can build from scratch or use a template to speed things up. Each workflow runs step-by-step, executing the logic you define with dynamic inputs along the way.

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Workflow

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1. Choose a Starting Point

Create a Workflow
  • Start from a blank canvas for full customization
  • Or select from templates to get a head start on common use cases

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2. Add a Trigger

Triggers
  • Every workflow begins with a trigger (e.g. “Message received” or “Tag added”)
  • This determines when the workflow starts and what data is passed into it

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3. Add Actions and Logic Blocks

Actions
  • Hover over your trigger and click the plus icon to add blocks from the action library
  • You can:
    • Send a reply
    • Assign a teammate
    • Add a delay
    • Inject AI
    • Notify someone via Slack or email
    • Branch the logic with conditional paths

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4. Set Inputs and Variables

Send message
  • Configure each block in the right-hand panel
  • Use variables like {{guest.first_name}} or {{check_in_date}} to personalize messages or logic based on the data from the trigger

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5. Publish Your Workflow

  • Once it’s set up, click Publish to activate it
  • You can pause or update a workflow anytime

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6. Run the Workflow

Runs
  • Automatically, based on the trigger
  • Manually, using a “manual run” trigger block

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Notes & Tips

Variables update dynamically based on the specific message or reservation in each run.
Deleting or reordering blocks: Select a block or path and hit backspace to remove; drag connections to rewire logic.
Permissions: Some workflows require access to inboxes or integrations like Slack — you’ll be prompted if needed.