Workflow Overview
What automations are and how they work.
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Overview
Automations let you create workflows that trigger actions based on events. For example, automatically tag VIP customers, send follow-up emails, or adjust inventory.
How Automations Work
Trigger (event occurs)
→ Conditions (check if criteria met)
→ Actions (do something)
Example Workflows
- VIP Tagging: When a customer's total spend exceeds $500, add the "VIP" tag
- Low Stock Alert: When inventory drops below 10, send notification to admin
- Welcome Email: When a new customer registers, trigger a welcome email series
- Review Request: 7 days after order delivery, request a product review
Managing Automations
Automations are configured in the dashboard under Automations.
Next Steps
- Creating Workflows — Building your first automation
- Scheduled Tasks — Time-based automations
- Webhooks — Custom event handling
These are the same flows the dashboard builds visually. The flow builder shows what that looks like without writing the trigger yourself.