Webinar 15 - Using Workflows to Automate Manual Processes

We’ve just rolled out a powerful new feature: Workflows – built to help you automate the right actions at the right time, across your Surveys, Projects, and Referrers.

Think of it as your behind-the-scenes assistant, helping your team follow up, follow through, and stay ahead – without lifting a finger.

 

🔧 What can you do with Workflows?

✅ Send Emails & SMS

✅ Create Tasks & Notes

✅ Trigger actions immediately, after a delay, or on a fixed date

 

💬 Real-world examples:

📩 Surveys / Jobs:

Automatically request a review X days after report submission

Follow up on “Help to Buy” valuation extensions 3 months later

Nurture leads with precision – based on job type, status, or source

Email a team member mid-job to take a specific action

Automate a task based on contacted status selection

 

📋 Tasks:

Prompt your team to follow up with leads at set intervals

Assign tasks for internal actions tied to survey stages or lead sources

Follow up with your referral partners at the right times

 

🤝 Referrers:

Re-engage lapsed partners with targeted emails

Send success updates to your top referrers

Alert team members when a referrer changes status or no activity has been run in a certain timeframe