How to Create an Automation

Automation allows you to streamline repetitive tasks and maintain consistent engagement with your audience. Whether it's sending welcome emails or following up on user actions, this guide will walk you through creating your first automation in Kea.

🚀 Steps to Create an Automation

✅ Step 1: Open the CRM

Navigate to the side menu and click on the CRM option.

Open CRM screenshot

✅ Step 2: Access the CRM Panel

The CRM dashboard will load, displaying all CRM-related functionalities.

CRM panel screenshot

✅ Step 3: Navigate to Automations

Click on the Automation button from the options listed in the CRM panel.

Automation button screenshot

✅ Step 4: Create New Automation

Click on the “Create Automation” button at the top right.

Create automation button screenshot

✅ Step 5: Name Your Automation

A pop-up will appear. Enter a suitable name for your automation and click on Create.

Name Your Automation screenshot

✅ Step 6: Redirect to Builder

Once created, you will be redirected to the Automation Builder.

Redirect to Builder screenshot

✅ Step 7: Build Your Workflow

Use the drag-and-drop builder to set up your triggers, conditions, and actions as needed. Don’t forget to save your automation once you're done.

Build Your Workflow screenshot

💡 Pro Tip:

Start with common triggers like form submissions or tag updates to initiate your automation workflows.