Peikly Automation Workflows Guide #
Peikly automation workflows allow you to automate customer communication using triggers, actions, and conditions.
Instead of sending messages manually, workflows help you create repeatable processes that run automatically.
What Are Automation Workflows #
Automation workflows are sequences of steps that run based on specific events.
Each workflow includes:
- A trigger (what starts the workflow)
- Actions (what the system does)
- Delays or conditions (how the flow progresses)
Workflows help you save time and ensure consistent communication.
What You Can Automate #
With workflows, you can:
- Send email or WhatsApp messages automatically
- Follow up with new leads
- Tag and organize contacts
- Assign contacts to team members
- Trigger campaigns based on behavior
How to Create Peikly Automation Workflows #
To create a workflow:
- Go to Automation Workflows
- Click New Workflow
- Enter workflow name and description
- Select a trigger type
- Add steps to define the flow
- Save and publish the workflow
Once published, the workflow becomes active.
Understanding Workflow Triggers #
Triggers define when a workflow starts.
Examples include:
- New contact created
- Email opened or clicked
- Message received
- Manual trigger
Choosing the right trigger is key to effective automation :contentReference[oaicite:0]{index=0}.
Adding Actions and Steps #
You can build your workflow using different step types:
Action #
- Send email
- Send WhatsApp message
- Add tag
- Assign contact
Delay #
- Wait minutes, hours, or days
- Schedule actions for later
Condition #
- Check contact data
- Branch the workflow based on rules
These steps define how your automation behaves :contentReference[oaicite:1]{index=1}.
Managing Workflows #
After creating a workflow, you can:
- Activate or deactivate it
- Edit and update steps
- Monitor execution
- View workflow history
You can also manually trigger workflows when needed :contentReference[oaicite:2]{index=2}.
Common Workflow Issues #
Workflow Not Triggering #
If your workflow does not run:
- Check the trigger configuration
- Ensure the workflow is active
- Verify required conditions
Actions Not Executing #
If steps do not run:
- Review step configuration
- Check dependencies (templates, setup)
- Test the workflow manually
Tips for Effective Automation #
- Start with simple workflows
- Focus on one goal per workflow
- Test before activating
- Monitor performance regularly
Example Use Cases #
- Welcome new contacts automatically
- Send follow-up messages after a delay
- Trigger campaigns based on engagement
- Assign leads to team members
What to Do Next #
After creating your workflow:
- Test it with sample data
- Activate it
- Monitor results
- Optimize based on performance
Summary #
Peikly automation workflows help you automate communication and improve efficiency. By using triggers and actions effectively, you can build scalable processes that run without manual effort.
