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Automation basics

Triggers, delays, and actions - the whole model on one page.

6 min read · Updated Wednesday, 15th July, 2026

An automation is: when [trigger] happens, wait [delay], then do [action].

Common recipes - New enquiry → wait 5 min → send welcome email. - Session completed → wait 1 day → ask for a review. - Package sessions_remaining ≤ 1 → send renewal nudge.

Create these in Settings → Automations. Test with your own email first.

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