Automate the Boring Stuff: 5 Simple Workflows to Save Time with Infinity3

• Send welcome emails
• Follow up with leads
• Confirm appointments
• Request reviews
• Chase unpaid invoices

These tasks are important — but they eat into your time. And let’s face it, the more your business grows, the harder it gets to stay on top of everything.

That’s where automation comes in.

With the Infinity3 Platform, you can create simple workflows that run in the background, so your business stays responsive, professional, and efficient — even when you’re busy or offline.

What Is Automation?

Put simply, automation means setting up a series of actions that happen automatically when certain things occur. You define the trigger, and the platform handles the rest.

For example:

• A new lead fills in a form ➜ they receive a welcome email
• Someone books a call ➜ you get notified, and they get a reminder
• A job is marked complete ➜ a review request is sent

Workflows in Infinity3 are designed to be user-friendly and powerful, giving you full control over timing, conditions, and customisation — without needing to code or hire a developer.

5 Simple Workflows You Can Set Up Today

✅ 1. New Enquiry Follow-Up

Trigger: A lead fills in your contact form

Actions:

• Send a thank-you email
• Assign the contact to a team member
• Add a task to follow up in 24 hours

Why it works: Quick responses build trust — even if you’re not available immediately.

✅ 2. Appointment Confirmation & Reminder

Trigger: A client books a session via your calendar

Actions:

• Send a confirmation email and/or text
• Wait 24 hours before the session
• Send a reminder with reschedule/cancel options

Why it works: Reduces no-shows, makes you look professional, and saves manual effort.

✅ 3. Post-Service Review Request

Trigger: A service is marked as complete (or a tag is applied)

Actions:

• Wait 1 day
• Send a friendly email asking for a Google or Facebook review
• Send a follow-up if no review after 3 days

Why it works: Asking at the right time increases review collection and boosts your reputation.

✅ 4. Lead Nurture Sequence

Trigger: Contact is tagged “Lead”

Actions:

• Send a short email introducing your service
• Follow up with FAQs or a testimonial
• Offer a booking link or free resource

Why it works: Keeps you front-of-mind and builds trust until they’re ready to buy.

✅ 5. Missed Call Text Back

Trigger: Missed call detected via platform number

Actions:

• Automatically send a text: “Sorry we missed your call — how can we help?”
• Assign the conversation to your inbox

Why it works: Helps you recover leads even when you’re unavailable.

How to Build a Workflow in Infinity3

1. Choose a Trigger: What starts the automation? (e.g. form submitted, tag added, appointment booked)
2. Add Actions: What should happen next? You can send emails, SMS, apply tags, assign users, wait, or conditionally branch based on responses.
3. Set Timing: Add delays between steps — hours, days, or even minutes.
4. Test Before Launching: Use test contacts to make sure everything flows as expected.
5. Monitor Results: Use workflow analytics to see who’s entering, what steps they’ve completed, and where drop-off happens.

Pro Tips

• Start small: one or two steps can still make a big impact
• Use tags wisely to control automation flow
• Avoid overwhelming contacts with too many messages
• Create versions for each service type or contact group
• Include personalisation tokens (e.g. first name) to make it feel human

Wrapping Up

Running a business means juggling a hundred moving parts — but that doesn’t mean you have to do everything manually. With the Infinity3 Platform, automation isn’t complicated or robotic — it’s a simple way to stay organised, save time, and offer a better customer experience.

Start with one of the workflows above, and build from there. The more you automate, the more time you get back to focus on the work that really matters.