Automations
11 articles
Standing instructions — what to write, and when.
Each article below answers one question and opens with the answer, so you can stop reading as soon as you have it.
- What is an automation?A sequence of messages PropKaki works through for the people you pick, on your schedule.
- Does an automation send messages without me?Only on Send Automatically. The other three levels stop and wait for you.
- How do I set up an automation?Start from Browse or build your own, then set who, when, the steps and the approval.
- How do I choose when an automation runs?The schedule decides when each person starts the sequence; every step then waits its own days.
- How do I choose who an automation writes to?Everyone, a group or one person — and who carries on once a sequence has started.
- How do I choose what an automation says?Each step says its own thing: nine kinds of message, one of your templates among them, and its own channel.
- How do I turn an automation on?Flip the switch and a check opens first. It flags what it finds, and nothing on it blocks you.
- What will an automation cost me?1 credit per message drafted, 1 per person sent to — and the turn-on check works it out first.
- Why did my automation not run?Check the switch, the start time, the Who, each step's words, then the approval level.
- How do I turn an automation off?It stops at once. Nothing is deleted, and people pick up where they were when you turn it back on.
- How do I start an automation when a new lead comes in?Set Who to New Leads, pick where they come from and when the first message goes.
Still Stuck?
Ask PropKaki in the chat — it answers most of these directly — or message the team.