How to create an automation flow

On the left sidebar, click on "Automation", "Flows", "Workflows" or "Flow Builder".

Your platform may use a slightly different name, but it's likely called one of the 4 above.

Then, in the top right, click on +Create Automation.

Simply drag flow steps onto the flow canvas and connect them together to create any automation you can think of!

Please watch the videos in the walkthroughs/tutorials section that show how to create a 7 day email nurture sequence or alternatively, how to create pipeline items automatically.