Build Your First Workflow
Create a multi-step automation that sends emails, WhatsApp messages, and updates your CRM automatically.
A workflow is a sequence of automated actions triggered by an event. This guide builds a complete "New Lead Follow-up" workflow from scratch.
What you'll build
- Trigger: New lead added to CRM
- Step 1: Send a personalised welcome email immediately
- Step 2: Wait 3 days
- Step 3: If no reply — send a WhatsApp follow-up
- Step 4: If still no reply after 5 more days — assign to a sales rep
Create the workflow
Go to Automation → Workflows → New Workflow.
Choose "Start from scratch" or pick the "Lead Follow-up Sequence" template.
Name your workflow (e.g. "New Lead Nurture").
Set the trigger
Click the trigger node. Select "Lead Created" from the event list. You can filter by source (e.g. only trigger for leads from your website form).
Add an Email step
Click + Add Step → Send Email.
Choose a template or write a new one. Use {{lead.firstName}} for personalisation.
Set send time to "Immediately".
Toggle "AI Personalise" to have Ayorax auto-generate a personalised opening line based on the lead's LinkedIn profile and company.
Add a Wait step
Click + Add Step → Wait. Set the delay to 3 days. Enable "Skip if replied" so the sequence stops automatically when the lead responds.
Add a Condition
Click + Add Step → Condition. Set: "If lead has not replied → continue. Else → end workflow." This creates two branches.
Activate the workflow
Click the toggle in the top-right corner to Activate. The workflow will now run automatically for all new leads matching your trigger filter.
Test your workflow with a real email address before activating on live leads. Use the "Test Run" button to simulate a single execution.
Related articles
Workflow Steps Reference
Complete reference for every action step available in the workflow builder.
Workflow Conditions & Branching
Use if/else logic, filters, and splits to build intelligent automation paths.
Email Templates
Create, version, and A/B test reusable email templates for your campaigns.
What Counts as One Automation?
Understand how automation executions are counted against your monthly plan limit.