How to build a multi-step automation with waits and if / else paths

An automation is a flow, not just one rule. After the trigger you can chain actions, pause with a Wait, and split the path with an If / else that checks the record again when the wait is over. Later steps always use the record's current data, so a client who added an email during the wait is seen with it.

Add a Wait or an If / elselink

1. 1
   Open the automation

   Go to Marketing > Automations, then open an automation or create one. Pick the trigger and add your first action as usual.

2. 2
   Click the round + on a line

   Every connector line between steps has a round +, and the dashed circle at the end of the flow adds the next step. Both offer every action plus two flow steps: Wait and If / else. You can also drag Wait or If / else from the left Flow panel onto any Drop here spot, the same way as an action.

3. 3
   Set the Wait

   Choose a number and minutes, hours or days - from 1 minute up to 30 days. The steps after it run once the wait is over.

4. 4
   Set the If / else

   Add its own conditions and choose to match All or Any. A Yes path and an Otherwise path appear side by side. Each path has its own steps: actions, waits, or more If / else steps, nested up to 3 levels.

5. 5
   Zoom and scroll

   Use the minus and plus buttons at the top of the builder to zoom (click the percentage to go back to 100%), or press Cmd/Ctrl with + and -. When paths sit side by side the canvas scrolls sideways.

6. 6
   Save, test, then turn it on

   Save, watch the Activity tab, then switch Active on in the header.

Add a Genaya AI steplink

A Genaya AI step lets the flow think: it reads the record and writes, decides or sums up for you. Add it from the round +, the dashed circle at the end, or the left Flow panel. Pick what it does, tell it what you want (you can use the record's variables), and its answer is saved as a variable such as {{ai.message}} that every later step can use.

Write a message

A personal text or email from the record - choose the tone (Friendly, Professional, Short) and Text message or Email length. Put {{ai.message}} in the next Send text or Send email.

Decide

Ask a question and list 2 to 8 answers ("Is this urgent?" - Urgent / Not urgent). Genaya AI picks exactly one of your answers, or none. Add an If / else after it on Genaya AI choice to do something different for each answer.

Summarize

Two or three short sentences - a long call, a form or a message thread turned into a note for a task or a team notification.

Pull out a detail

One fact from the record: the date they asked for, a budget, a service. Empty when it is not there.

Translate

Any text into a language you pick, or into the client's own language.

Score

A number from 0 to 100 ("how likely is this lead to book?") - branch on it with is at least.