Build on the automation canvas

Steps

1. Open an automation. Canvas shows it as boxes from the trigger to End; List shows the same steps as a list, and phones open on the list.
2. Click a box to change it in the side panel, then Save step, Duplicate or Remove. Click any + to add a step exactly there.
3. Drag a box onto a + to move it; a check takes its paths with it. Undo puts it back. With a box selected, Alt + ↑ or ↓ moves it too.
4. Drag the background to look around, Ctrl + scroll or the buttons to zoom, and the fit button to see it all. Fold a check's paths with the small arrow under it.

Good to know

More in this section

• Choose when an automation starts
• What each automation step can do
• Time each step: waits, events and send hours
• Add an if / else check
• Test an automation before leads get it
• Write an automation message with AI
• All guides →