Pick one clear outcome

Start with a template such as New lead response, Estimate follow-up, Appointment reminder, or Job completion handoff.

Review trigger and actions

Confirm what starts the automation, who receives each action, the delay, and whether email or SMS consent is required. Keep customer-facing copy specific and friendly.

Test before activation

Use Test to preview the actions without contacting a real customer. Activate only after the test result matches the intended workflow. Execution history shows completed and failed runs for review.