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.
• New Automation — 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 New Automation, the band's own button.

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 New Automation. 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? (Auto ▸ opens the drafted kinds; under it sit Use Draft, Use Template, Write Myself and Give Instructions), How It Goes Out (WhatsApp, Email or Leave It In The App), Approval (a new flow starts on Confirm Before Drafting; a new step copies the step before it) with on under it (Telegram or WhatsApp), and Then Wait: the days before the next step.
3. The box after the steps — If A Step Can’t Reach Someone: under Backup Channels, the channels to try, in order, when a step's own channel can't reach someone. Add one with its +, move it with the arrows, remove it with its bin.
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 a channel a step asks you on isn't connected. Or press Cancel to leave it off and fix what it found.

A Give Instructions step with nothing in Your Instructions is the one thing that stops the check opening: the switch stays off and the top of the list says Add your instructions to step 2., naming that step. Press Edit, write the instructions in that step, press Save Changes, and flip the switch again.

Three places say so straight away:

• Its switch comes on and its icon turns blue — with an amber Sends Itself beside its name 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 row shows — Every Day · 9:00am on a new one — and on Confirm Before Drafting it asks you, on the channel under that step's Approval, before writing anything.