Workflow recipes
Copy-paste templates: speed-to-lead, no-show recovery, win-back, review request, abandoned cart.
Five recipes that cover 80% of what most businesses need.
1. Speed to Lead
Form submitted → instant SMS + email + rep task + Pipeline AI opportunity created. See "Build your first workflow".
2. No-show Recovery
Appointment no-show → wait 10 min → SMS "We missed you" with reschedule link. Then at day 3 and day 7 if still not rebooked.
3. Win-back
Tag "inactive 90 days" added → send a reactivation offer by SMS and email, wait 7 days, if no response try a different offer, then archive.
4. Review Request (Rate Us)
Invoice paid or Pipeline AI stage = Won → wait 1 day → send review request. Exit if already reviewed.
5. Abandoned Cart
OpenPay checkout started but not completed within 1 hour → SMS reminder with the cart link. Day 1 email. Day 3 with a 10% incentive.