Automations

Automations lets you run a saved workflow when a schedule fires, a pipeline record changes, or a campaign enrollment replies, bounces, or exits. The builder is a full page under Automations in the sidebar. You add a trigger and at least one step, save a version, and turn the automation on.

Create an automation

• Open the list — Select Automations in the sidebar, then New automation.
• Start the automation — In Create a new automation, describe the workflow under Build with Lev Agent, choose Start from scratch, or pick a template. Categories are Suggested, Email, Pipeline, Campaign, and Scheduled.
• Name it — A from-scratch automation opens as Untitled automation. Edit the name in the builder header.
• Rename from the list — Choose Rename to open Rename automation.
• Archive it — Choose Archive on the row.
• Show archived rows — Turn on Show archived to see archived automations and restore one.

Build the workflow

The canvas is the automation. A trigger decides when it runs, and each step is what it does.

• Add a trigger — Choose Add trigger, or Add a trigger on an empty canvas. A schedule uses Frequency (Hourly, Daily, Weekly, or Monthly), plus Day, Day of month, Time, and Timezone when that frequency needs them.
• Scope a reply or bounce — Point the trigger at a campaign.
• Scope an exit — An enrollment-exited trigger uses Any campaign or one campaign, and Any reason or a reason: Engaged, Exhausted, Declined, Bounced, Canceled, or Relaunched.
• Add a step — Choose Add step. Steps include Send a reply, Draft a reply, Enroll in a campaign, Update contact in pipeline, and Remove contact from pipeline.
• Set who writes a reply — On Written by for Draft a reply or Send a reply, choose Lev AI writes it or I write it myself. I write it myself offers variables on Subject and Message. Lev AI writes it uses Instructions for Lev AI. Draft a reply saves the message for you to send. Send a reply sends it.
• Watch an incompatible step — A step that cannot run under the selected trigger turns red and says why. The message says it is not available for that trigger.
• Match a message — On a trigger that supports it, use Read message for to describe what the message should match before the run starts.
• Turn it on — Choose Turn on. The control reads Live while that version is on, and Off when it is not. Turn it off with Turn off.

Build with AI

Build with AI drafts the workflow from a description, on the builder page.

• Describe the workflow — In Create a new automation, write the description under Build with Lev Agent and send it. The builder opens with that prompt.
• Revise on the canvas — Choose Build with AI in the builder header to generate or adjust the trigger and steps.
• Review before you turn it on — Check the trigger and each step, then save. Nothing runs until the automation is Live.

Versions

Version history is the list of saved versions. Promoting a version is what makes it the live one.

• Open version history — In the builder header, choose Version history.
• Promote a saved version — When the version differs from the live one and you have no unsaved edits, choose Promote.
• Save edits onto the live version — Choose Save and promote to save the canvas and make that version live.
• Keep edits as a draft — Choose Save as draft when you want the changes stored without replacing the live version.
• Return to the canvas to change Live — While you are viewing history, turn the automation on or off from the canvas.

Run history

Run history lists past runs and the steps each run took.

• Open run history — In the builder header, choose Run history.
• Filter by status — A run can be Succeeded, Failed, Running, or Skipped.
• Read a Path — When the run took a Path branch, run history shows that branch and its steps. The other branches are left out.