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MARKETING AUTOMATION WORKFLOW

Visual Workflow Builder

Drag actions & triggers onto the canvas — WhatsApp, email, images, files, forms and more. Watch every message render live in the device preview. ✨

Live Preview— messages render here as the workflow runs

Live Preview

WhatsApp

Alex Sterling
+1 (555) 234-8901
12:45●●●●📶🔋
A
Alex Sterling
online

Awaiting workflow action

Run a simulation to see live messages appear here ✨

Message
Idle0 message(s) delivered

Active Journey Pipeline

Drag a block from the palette, reorder nodes, click to configure.

10 Nodes
Drag a block from the palette onto the canvas, or drag any node to reorder. Click a node to configure.
trigger

Lead Form Submitted

Website Contact / Demo Request Form

action

Assign CRM Tag & Lead Score

Add 'MQL-Hot-Lead' & increment score +25

🏷️ MQL-Hot-Lead, Source-Demo-Page
action

Send Instant WhatsApp Welcome

Template: 'Welcome to Enterprise Suite 👋'

💬 "Hey {{contact.first_name}}! 👋 W…"
action

Send Welcome Email + Video

Template: 'Welcome to Enterprise Suite (+ Video)'

✉️ "Welcome aboard! Here is your private demo walkthrough"
split

A/B Split Test — Outreach Channel

Route leads to WhatsApp vs Email to measure demo-booked lift

A · 40%B · 60%🎯 demo booked
Variant A · 40%Variant A — WhatsApp Outreach
action

Send VIP WhatsApp Invitation (High Intent)

Personalized WhatsApp with direct VIP booking slot

💬 "Hey {{contact.first_name}}! Love…"
Variant B · 60%Variant B — Email Nurture
action

Send Re-engagement Image + Guide

Visual reminder with growth dashboard preview

🖼️ Image message
condition

Did Lead Open Email or Click Demo?

Branch based on lead interaction telemetry

Yes
action

Send VIP WhatsApp Invitation (High Intent)

Personalized WhatsApp with direct VIP booking slot

💬 "Hey {{contact.first_name}}! Love…"
No
action

Send Re-engagement Image + Guide

Visual reminder with growth dashboard preview

🖼️ Image message
action

Send VIP WhatsApp Invitation (High Intent)

Personalized WhatsApp with direct VIP booking slot

💬 "Hey {{contact.first_name}}! Love…"
action

Send Re-engagement Image + Guide

Visual reminder with growth dashboard preview

🖼️ Image message
action

Send Demo Guide PDF

Attach the Enterprise Demo Guide document

📄 Enterprise-Demo-Guide.pdf
action

Sync with CRM & Slack Alert

Dispatch payload to webhook & notify #sales-deals

🔗 https://api.automationsuite.io/v1/deals/sync
End of flow

Live Workflow Execution Stream

Tracing lead: Alex Sterling (alex.sterling@apexglobal.tech)

No active runs recorded yet.

Click "Run Test Simulation" above or submit a test lead from the panel.

Lead Test Injection Panel

Select or spawn a sample lead to simulate workflow execution

Alex Sterling
Google Ads (High Intent)
alex.sterling@apexglobal.tech⭐ 85 pts
Email OpenedClicked Link
Elena Rostova
Direct Referral
elena@vanguardventures.io⭐ 45 pts
UnopenedNo Click
Marcus Vance
Product Hunt
marcus@cloudscale.systems⭐ 92 pts
Email OpenedClicked Link

A/B Split Test Analytics
0 runs

Traffic bifurcation & per-variant conversion lift

A/B Split Test — Outreach Channel
Goal: demo booked
Variant A40% alloc

Variant A — WhatsApp Outreach

0.0%
conv rate
0/0
converted
Variant B60% alloc

Variant B — Email Nurture

0.0%
conv rate
0/0
converted

Run a simulation to populate traffic data.

How it worksTrigger fires on form submit →Multi-channel sends WhatsApp, email, images & files →Branches route by lead behavior →Live preview renders every message with effects 🎉