Quickstart

This page builds one automation from start to finish: when a new lead comes in, tell the team and give the lead's owner a task to call them. It takes about five minutes.

Before you start

• You need to be an admin of the business.
• Open Workspace → Automation in the dashboard.

Step 1: Start a new automation

Click Add. You have three ways to begin:

Way	What happens
Describe it	Write what you want in your own words and click Draft with AI. See Build with AI.
Start from a template	Pick a ready-made automation. See Starter templates.
Blank canvas	Click Start from a blank canvas instead and build it step by step.

For this quickstart, choose the blank canvas. Give the automation a name, for example "Follow up new leads".

Step 2: Choose the trigger

Click the trigger step and choose Lead created. The panel now lists the values this trigger provides, such as the lead's name, company, source and budget. Every trigger and its values are in the Trigger reference.

Step 3: Add a notification

1. Drag Send notification from the left panel onto the canvas.
2. Connect the trigger to it: drag from the dot under the trigger to the new step.
3. Click the step and fill it in:

Setting	Value
Title	New lead: {{leadname}}
Message	{{leadname}} from {{company}} came in through {{source}}.
Who	Everyone

The names in double curly brackets are replaced with the lead's details when the automation runs. See Values and formulas.

Step 4: Add a task

1. Drag Create task onto the canvas and connect the notification to it.
2. Fill it in:

Setting	Value
Title	Call {{leadname}}
Message	New lead from {{source}}. Make the first call and note what they need.
Assign to	Owner
Due in (days)	1

Step 5: Only for leads worth calling (optional)

To run only for leads with a budget, drag a Filter between the trigger and the notification and add the condition Budget at least 50000. Leads below that stop at the filter. See Flow control and conditions.

Step 6: Test it

Click Test. The builder fills in sample values for a lead; change them to try different cases. Each step shows what it would do, with the values filled in. Nothing is sent and no record is changed.

If a step has a problem, it is outlined in red and says what is wrong. An automation with problems cannot be saved.

Step 7: Save and switch it on

Click Save, then switch the automation On. From now on it runs every time a lead is created, whether by a person, a form, the API or an import.

Step 8: Check the runs

Create a lead, then open Runs on the automation. You see the run, each step, and what it did. See Runs and history.

Where to go next

To do this	Read
Have the AI assistant build an automation for you	Build with AI
Take different paths for different records	Flow control and conditions
Message the customer, not just your team	Action reference and Safety limits
Use AI inside an automation	AI in automations
Start an automation from another system	Start from another system