AUTOMATION

Put your routine work on autopilot

Drag activities onto a canvas, connect them, and Peikly runs them every time something happens: a WhatsApp message arrives, a contact is added, an order comes in, a broadcast is read, or a schedule comes round.

THE PROBLEM

The same replies and follow-ups, by hand, every day

Answering the same questions, tagging new leads, sending the follow-up three days later: each is quick, but together they eat the day, and the ones that get forgotten cost sales.

A workflow does them the same way, every time, at any hour.

HOW IT WORKS

Build it once, let it run

1

Choose the trigger

The event that starts it, such as a WhatsApp message, a new contact, a store event, a broadcast reply or a schedule.

2

Add the steps

Actions, waits and conditions, connected on a canvas, with yes and no branches that can meet again.

3

Publish and watch

Switch it on and follow every run in the history, with the reason for any step that failed.

WHAT YOU GET

Powerful, and still easy to follow

WhatsApp auto-replies

Answer keywords and common questions automatically, any time of day, and save new senders as contacts.

Store and website events

Abandoned carts, first and repeat orders, new customers and published posts from WordPress and WooCommerce.

Broadcast follow-ups

Act when a broadcast recipient receives, reads, opens, clicks or replies.

Conditions and branches

Check tags, fields, message content, opens and clicks, and take a different path for each answer.

Contact actions

Add or update contacts, tag them, change fields, update their lead score and assign them to a team member.

Build it with AI

Describe the automation in your own words, review the proposed steps and branches, and confirm.

Availability

Automation workflows are included in selected Peikly plans; some advanced activities and scheduled triggers depend on your plan. See our pricing for details.

QUESTIONS

Automation Workflow Builder: frequently asked questions

Do I need to code?

No. Workflows are built by dragging and connecting steps, or by describing what you want to the AI assistant.

Can I test a workflow before it reaches customers?

Yes. Start it yourself for one contact with a manual trigger, and follow the run step by step in its history.

What happens when a step fails?

The run stops at that step with the reason, you are notified, and you can retry the run after fixing the cause.

RELATED FEATURES

Works well with

AI Assistant and Quick Actions

Ask for what you need in plain words; the assistant answers, or sets it up for you after you confirm.

Scheduler Calendar

One calendar for every broadcast, social post, workflow run, reminder and follow-up across your channels.

WordPress and WooCommerce Integration

Turn store and site activity, such as abandoned carts and new orders, into automatic messages and posts.

Ready to bring your marketing into one place?

Create your Peikly account in minutes and connect your first channel today.

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