Create a New Automation
- Go to Emails → Automations, or visit flowforth.co/emails/automations.
- Click New Automation.
- Give your automation a name and description. These are for internal use only — your recipients never see them.
From there you’ll land in the automation builder, where you choose a trigger and add steps.
The Builder at a Glance
The builder is a visual canvas. The trigger sits at the top, followed by your steps in order, with an Add step button at the bottom. Clicking the trigger or any step opens a configuration panel on the side.
- Set up your trigger first — it determines who enters the automation and which other options are available.
- Then add steps to decide what happens once someone enters.
Click Save when you’re done to apply your changes — your edits in the builder aren’t saved until you do.
Automation Settings
Click the Settings tab on any automation to manage its configuration. Changes save automatically.
- Name — rename the automation
- Description — update the internal description
- Allow Repeat — control whether people can go through the automation more than once (see Allow Repeat)
Duplicating an Automation
From the automations table, you can duplicate an existing email automation to use it as a starting point for a new one. The copy includes the original’s trigger and steps, so you can tweak it instead of rebuilding from scratch.
Deleting an Automation
- Open the automation and go to the Settings tab.
- Click Delete, then confirm.
If people are currently moving through the automation, their progress will be canceled when you delete it.
