Automation Workflows: When to Act Autonomously

Build rules for checkout recovery, trial nudges, and payment retries with shadow mode testing.

Automation Workflows: When to Act Autonomously

Trigger → condition → action

Automations fire on events like checkout abandoned or payment failed. Add conditions on value, segment, or time. Actions include send email, tag contact, or create task.

Frequently asked questions

What is shadow mode?
Shadow mode logs what automation would have done without sending — perfect for testing rules before going live.