Work Smarter, Not Harder: Get Started with Automations

What if your system could send reminders, follow up with leads, tag contacts, and notify your team — without you lifting a finger?

With Workflows & Automations in the Infinity3 Platform, that’s exactly what you can do.

Automations are designed to:

✅ Save you hours of manual admin
✅ Improve your response time
✅ Keep leads warm
✅ Ensure nothing slips through the cracks
✅ Deliver a smoother customer experience

Whether you’re following up after a form submission, sending reminders before an appointment, or onboarding a new client — automations make it effortless.

What Are Workflows?

Workflows are step-by-step sequences that the system runs automatically. You define the trigger (when it should start) and what actions it should take.

For example:

When someone submits the enquiry form → Send a welcome email → Add a tag → Notify me → Wait 1 day → Send a follow-up text.

You set it once, and it runs in the background for every future contact. No chasing, no forgetting.

When to Use Workflows

You can use workflows for:

• Enquiry follow-ups
• Appointment reminders
• Lead nurturing
• New customer onboarding
• Test pass congratulations
• Review requests
• Reactivation of cold leads
• Payment reminders
• Internal task assignments

How to Set Up a Workflow

1. Go to Automations → Create Workflow

Click “+ New Workflow” and choose a blank workflow or use a template.

2. Choose Your Trigger

This is what starts the workflow. Examples:

• A form is submitted
• A tag is added (e.g. “Discovery Call”)
• A booking is made
• A pipeline stage changes
• A contact is added manually

3. Add Your Actions

Actions can include:

• Send email or SMS
• Add/remove a tag
• Assign user
• Create task
• Wait (delay by time or event)
• If/then conditionals (e.g. if answer = yes, do X)

4. Test and Activate

Always test your workflow before turning it on fully. Use your own details and run through the form or booking process to check the flow.

Quick-Start Workflow Ideas

✅ Lead Magnet Download
→ Trigger: Form submitted
→ Action: Send download email + add “lead magnet” tag + wait 2 days + send follow-up

✅ Test Pass Congratulations
→ Trigger: Tag added “Passed Test”
→ Action: Send custom congratulations SMS + review request email

✅ Missed Call Follow-Up
→ Trigger: Missed call
→ Action: Send SMS “Sorry we missed your call!” + notify your team

✅ Cold Lead Reactivation
→ Trigger: No activity for 60 days
→ Action: Send “Still need help?” email + add reactivation tag

Tips for Better Workflows

• Start simple — one trigger, two actions
• Use delays to space out messages naturally
• Always personalise emails with merge fields (e.g. first name)
• Name your workflows clearly for future reference
• Use tags to track what’s been sent

Wrapping Up

Automations are like having a virtual assistant — one that works 24/7, never forgets, and makes you look incredibly responsive.

Even a few simple workflows can save you hours every week and help you stay in touch with leads, customers, and team members without the stress.

Start with just one, and build from there.