How do I set up an automation?

Open Extensions → Automations. There are two ways in, and both open the same editor:

• Browse — the fourth tab along the top. It holds 35 sequences written by PropKaki; press any card.
• Create a New One — opens a sequence that already has three steps in it, Check In, Send Update and Send Greeting, ready for you to change.

If you have no automations yet, the screen reads Put Your Follow-Ups On Autopilot and offers the same two doors: Browse and Create Your Own.

1. Open the Browse tab and press a card. The editor opens on it, with its one-line description under the name.
2. Click the top box, which reads Choose Who, and set Who. Ready-made sequences pick nobody for you.
3. Change anything else you like — every field, + and bin works.
4. Press Use This Sequence. As the editor says, It goes in switched off. Nothing runs until you turn it on.

You land back on All with your copy selected and its panel open. The card in Browse stays as it was.

Press Create a New One. The editor opens on a sequence named Custom Flow and a number — rename it with the pencil beside the name. Work down the boxes:

1. The top box — Who, which starts on Everyone (or pick New Leads, a group under Groups, or one person under Individuals), and When It Starts: when each person starts — Every Day at 9:00am on a new one — or On Command.
2. Each step — What do you want to do?, How It Goes Out (WhatsApp, Email or Leave It In The App), and Then Wait: the days before the next step.
3. The box after the steps — Approval (a new one starts on Confirm Before Drafting), Run On (Telegram or WhatsApp), and If A Step Can’t Reach Someone for fallback channels.
4. The last box — Keep going until I turn it off, and Stop sending once reply received.

Add a step with any + between the boxes, up to 12 steps; remove one with its bin.

Only the button at the foot of the editor keeps your work — on a ready-made one it reads Use This Sequence. Cancel, the ✕, Escape or a click outside throw your work away, so if you have changed anything the editor asks first: Discard this sequence? on a new one, Discard your changes? on one you opened.

If Who is still empty, saving stops with Pick who it’s for. and opens the top box. Once saved, the automation appears in your list, switched off, with its panel open.

Flip the switch on its row, or press Turn It On at the foot of its panel. A check titled Turn On This Automation Flow opens: when it starts, who it goes through, what it uses in credits, where it will reach you, and how many people each channel reaches.

Every line is a warning, never a block. Press Turn On — it reads Turn On Anyway when some people can't be reached, nobody is in the list, or your Run On channel isn't connected. Or press Cancel to leave it off and fix what it found.

Three places say so straight away:

• The row's pill changes from Draft to Live — or Sends Itself, on Send Automatically.
• The On tab lists it.
• The running count at the foot of the list goes up by one — 4 automations · 2 running, for example.

Nothing is sent at that moment. It starts people at the time its line shows — Starts Every Day · 9:00am on a new one — and on Confirm Before Drafting it asks you on your Run On channel before writing anything.