How-To GuideBeginner6 min read

How to Create Your First Automated Workflow

Step-by-step guide to creating your first automation in Local Business Pro using the Flow Builder.

Quick Answer: Go to AI Logic > Agent Automations, click 'Add New Workflow', choose to build from scratch or use a template, then use the Flow Builder to add triggers and actions. Save and enable when ready.

What You'll Learn

Automations extend your AI receptionist's capabilities by performing actions automatically. This guide walks you through creating your first automation from start to finish.

Step-by-Step Guide

Navigate to AI Logic > Agent Automations
Click Add New Workflow
Choose Build from Scratch or select a template
The Flow Builder opens with a blank canvas
Add a Trigger - what starts the automation (e.g., 'When appointment is booked')
Add Actions - what happens (e.g., 'Send SMS notification')
Connect the steps by dragging lines between them
Configure each step by clicking on it
Name your automation something descriptive
Click Save
Enable the automation using the toggle

Beginner Automation Ideas

New appointment notification: Get a text when someone books
Thank you message: Send a thank you after job completion
Review request: Ask for reviews after service
Lead alert: Notify sales team of hot leads

Frequently Asked Questions

Q: What's the difference between triggers and actions?
A: Triggers START the automation (an event happens). Actions are what the automation DOES in response.

Q: Can I have multiple actions in one automation?
A: Yes, chain as many actions as you need. They'll execute in order.