{% extends "base.html" %} {% block title %}{{ form.name or 'New Automation' }}{% endblock %} {% block content %}
{{ icon("back", 14) }} Automations

{{ form.name if wf_id else 'New Automation' }}

{% if understood %}

Here's What I Understood

{{ understood }}

You asked: “{{ described }}”. Check the details below, change anything, then press Save. Nothing is saved yet.

{% endif %}

1 · The basics

Address book for people outside your team

2 · When should it go out?

{% for d in day_names %}{% endfor %}

Weekdays · Every day

It sends as soon as something new appears in the information you picked above. For sales materials, that means as soon as you upload a file.

3 · What should the email say?

{% macro stock_select(name, current, kinds, auto='Choose automatically') -%} {%- endmacro %}
{% if has_ai %}{% endif %}

Ready-written emails, filled in with the latest figures. See or edit the library.

{{ stock_select('stock', form.stock, ('send',)) }}

Click a field to insert it; it's filled in with the latest figures.

Write it as if you were briefing an assistant. Your AI writes the email in your company's voice using the latest information.

{% for k, r in roles.items() %}{% endfor %}

4 · Automatic reply

Including the first one

Each email uses the reply delay above, so a conversation can play out within a day. It ends on agreement: the other side accepts, then you confirm. If a real person replies at any point, the automatic emails stop.

{% if has_ai %}{% endif %}
{{ stock_select('reply_stock', form.reply_stock, ('reply',), 'Best match for the email (automatic)') }}

More options Split by person, conditions, routing, reminders and next steps

Send Each Person Only Their Part

Split the data by a column (e.g. Project or Customer) and send each value's rows to the right person, instead of one email with everything.

Only Send When…

Leave these empty to always send.

If no rows match, nothing is sent.

Send to Someone Else When…

For example: if the discount is more than 10%, send it to the director instead.

{% for i in range(2) %}
{% endfor %}

If Nobody Replies

Reminders stop as soon as anyone replies, automatically or in person.

{% for i in range(2) %}
{{ stock_select('fu%d_stock' % i, form['fu%d_stock' % i], ('follow_up', 'send')) }}
{% if has_ai %}
{% endif %}
{% endfor %}

When Someone Replies…

Start another automation when a reply contains certain words, e.g. “approved” → send the quote to the customer. Words in the quoted earlier email, and phrases like “not approved”, are ignored.

{% for i in range(2) %}
{% endfor %}

5 · Options

Cancel
{% if wf_id %}{% endif %}
{% if wf_id %}
{% endif %} {% endblock %} {% block scripts %} {% endblock %}