How do I choose what an automation says?

1. Open Extensions → Automations and click the automation.
2. Press Edit at the foot of the panel on the right.
3. Click a step in the drawing. Its settings open in the panel beside it; on a phone the step opens as its own screen, and ‹ Flow takes you back.
4. Set the step, then press Save Changes.

It worked when the step's tile on the drawing shows its new title, its channel and its day — Day 0, Day 5, Day 12. A card on the Browse tab opens the same editor on a ready-made sequence, where the button reads Use This Sequence. If the automation was on, saving switches it off until you turn it on again.

What do you want to do? has two levels. Auto ▸ comes first and opens a second list beside it: Auto · Send Update · Share Content · Send Invite · Ask to Talk · Check In · Send Greeting, each with a line under it saying what it does. Under Auto ▸ sit Use Draft · Use Template · Write Myself · Give Instructions. On a phone, Auto ▸ opens its list in place, with a Back row at the top. It is the list the Message panel in Prospecting has, without Reply.

Most of the kinds under Auto ▸ then ask a second question — What do you want to update on?, What's the occasion? and so on. Left blank, Send Update and Send Greeting choose within themselves the way Auto does, and the others go by the kind you picked; pick an answer to narrow it. Auto picks the best message for each person.

The step's tile on the drawing is named the same way — Send Update, or Update · Transactions once you answer the second question. The line at the top of the step names its move — Says hello, Gives something or Asks again — and the tile takes that colour.

Pick Write Myself and the step gets a box, The Message That Goes Out, for up to 1,024 characters. It is sent word for word — nothing is redrafted. Leave it empty and the step sends nothing: nobody is written to at that step until you fill it.

Put {{name}} where their name should go. Every blank is filled from each person's profile, and the strip under the box shows how many of the people it goes through have one on file. Anyone missing one waits for you on Today, under Automations Waiting for You.

Most of the drafted kinds have an Add any details box instead, and what you type there shapes the draft. Auto, Send Update or Send Greeting with nothing picked under the second question, and the types PropKaki writes from what it finds — Listings, Transactions, Market, Key Dates, Value, News, Valuation, Report, Nudge and Chase — have none. An invite with nothing in it is written as a general invite; add the what, the when and the where to name the event.

Pick Use Draft and Use a Draft opens with every draft you hold, for anyone, newest first, each row saying who it was written for. Press one and its words go into The Message That Goes Out, as if you had picked Write Myself and typed them: sent word for word, up to 1,024 characters, the same words to everyone the step reaches.

The draft itself stays where it was, and nothing on the step points back to it: once saved, the step is a Write Myself step you can edit like any other. Write a New One at the foot of the list gives you the empty box instead.

1. Pick Give Instructions under What do you want to do?.
2. In Your Instructions, say what the message should do. Its ⓘ reads PropKaki writes each person’s message from these, every time the step runs., and the empty box shows an example: Tell me what to say — "remind him the launch preview is Saturday and I can get him in early". Any numbers you give me, I'll say came from you.
3. Choose its Message Type, as on any drafted step.
4. Press Save Changes.

Each run writes the messages afresh from the same instructions. A Give Instructions draft costs 2 credits a person, as a Reply does, against 1 on the other drafted kinds; sending is 1 per person. On Generic Message or Fill-In Message it is one draft for everyone, so 2 once.

A Give Instructions step with Your Instructions left empty saves, but the automation can't be turned on: its switch stays off and the list says Add your instructions to step 2., naming that step's number.

Message Type is on every step except Write Myself, Use Draft and Use Template, which send fixed words:

A new step starts on Customised Message. If a step's subject cannot be written one way — one message for everyone about each person's own place, say — that choice is greyed out with the reason under it. The choice also changes what a run costs.

How It Goes Out sits right under What do you want to do? on every step. It offers WhatsApp, Email or Leave It In The App, and the next step can use a different one.

An Email step has a Subject:

• Write Myself — the box becomes an email: a Subject line on top, then the words.
• Use Template — a Subject line above the template card.
• Auto, a kind under Auto ▸, or Give Instructions — a Subject box reading Written with each email. Left blank, each person's draft writes its own subject; type one and it goes to everyone.

Left blank on Write Myself or Use Template, the email goes with no subject. Blanks work in a subject and are filled for each person: a blank from the strip goes into whichever box you were last in, the Subject or the words. Switching a step to WhatsApp or Leave It In The App drops its Subject.

For people a step's own channel cannot reach, click the box under the last step, If A Step Can’t Reach Someone, and add Backup Channels: the channels to try, in order. It reads No Fallbacks until you add one.

Anything To Attach adds up to 2 files to a step. A Use Template step on WhatsApp cannot take one: A template's shape is fixed by Meta, so it can't carry a file.

For anyone who has not contacted you in the past 24 hours, yes. WhatsApp lets a normal message go out on its own only to someone who has; everyone else becomes a link you send yourself. A Use Template step goes to them as your template instead, once Meta has approved it.

The turn-on check counts the rest before anything runs: Each run, about 12 of them will not go out automatically, per Meta’s rules … Choose Use Template on that step to send it automatically. It shows only when a step goes as a normal message on WhatsApp. An Email step has no 24-hour limit.

1. Pick Use Template under What do you want to do?. The Use a Template list opens, each one marked Approved by Meta or Waiting on Meta, and either kind can be picked.
2. Press one — or press Write a New One at the foot, write it and press Submit and Use Now, and it lands on the step waiting on Meta.
3. Under The Message That Goes Out, the template sits with its words locked: Grey blanks fill from each person’s profile. Press a red blank to write it for everyone.
4. Press each red blank, such as The Date or Recent Sale, and write it. It is written once and goes to everyone the step reaches, every time it runs.

There is no Auto Fill here: nobody is at the keyboard when it runs. A grey blank — their name, their property — is filled for each person as the step sends, and anyone with nothing on file for it waits for you on Today.

The tile then reads Template · and its name. Above the box is the template's name with Approved by Meta or Waiting on Meta, and under them, on its own line, Change Template. The card grows with its words up to the height of a message box, then scrolls inside itself. Until it is approved, anyone who has not written to you in 24 hours waits, and gets it from your number as soon as Meta approves it.

Keep the words as they are and the step follows the template, so a change you make under Extensions → Templates reaches it too. To change them on the step, press Edit the Words (the dropdown then reads Write Myself, and the tile still names the template): it then goes as your own message, which Meta approves first for anyone who hasn't written in 24 hours, with Create a Template to turn your words into a new template for this step.

To take the template out, press ✕ on the card: the card goes, the box is empty, What do you want to do? still reads Use Template, and the line above says Add Template. Any fresh pick — Change Template, Add Template, or Use Template chosen again — puts that template's card back with its words locked, and drops any words you changed with Edit the Words.