Workflow Automation

Everything you meant to set up. In one sentence.

You already know the follow-ups your business is missing. Type one the way you would say it out loud — and watch the whole thing get built.

Tell Reachly what you want

✦ Build it

Or try one of these — tap to see it built

Unpaid bookings Win back quiet customers Qualify new leads Read pricing twice

Journey · draft

🔒 Saved switched off. Nothing sends until you turn it on.

It arrives as a draft. Every step is editable, every word is yours to rewrite, and nothing runs until you switch it on.

Why it never got done

Nobody loses customers on purpose. They lose them to Tuesday.

The follow-up you meant to send, the quote you meant to chase, the customer you meant to check on. The work is not hard — it just never reaches the top of the day. A journey is that work, done whether or not anyone remembers.

What it built

A real journey, not a black box.

The sentence becomes blocks you can open, reorder and rewrite. You never have to learn them — but they are all there the moment you want to change something.

16ways it can start

A keyword, a button tap, an ad click, a tracked link, a page visit, a website goal, a payment, a tag change, a new contact, a status change — or the two most useful: nobody has replied in N days, and they have read the same page three times.

keywordno reply in N dayspaymentpage views ×N website goalCTWA ad clicktag addedlead form

13things it can do

Send a message or template — now with quick-reply buttons and an image, video or PDF. Wait. Branch on what they did. Ask a question and save the answer. Change the stage, tag, assign, book a visit, register for a webinar — or hand the whole thing to an AI agent.

send + buttonswaitif / elseask & save tagassignset stageAI agent step

The trigger is the hard part

Start it on intent, not on a schedule.

Most tools can send on a date. The valuable moment is rarely a date — it is the thing the customer just did.

🌐

They came back to your website A page visit, a goal you named, or the moment their view count crosses three — counted across their phone and laptop, and fired once at the crossing, not on every visit after. e.g. read /pricing 3× → follow-up journey

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They went quiet No reply in N days is the trigger nobody builds by hand and everybody needs — the deal that dies of silence is the most recoverable one you have. e.g. no reply in 3 days → a different angle

💳

Money moved A payment succeeded, failed or was refunded — with the amount and product available to branch on, so a ₹500 order and a ₹50,000 order do not get the same message. e.g. paid over ₹25,000 → the owner is notified

Your own agent, inside a step

When a step needs a conversation, not a message.

Add an agent step, write its goal in your own words, and it holds a real back-and-forth to get there — answering questions, handling the objection, and stopping gracefully the moment someone is not interested. You can also name which specialist runs it.

💬AI agent step · goal: “get the pending payment completed” · run by Conversion · max 5 turns

Hi Anjali — your slot on Saturday is held, just the ₹2,000 advance is pending.

Can I pay when I come?

— not a scripted branch. The agent answers it —

We hold the slot with the advance, but I can keep it till 6pm today. Want the link?

Ok send

— payment link sent · journey continues to the next step —

It stops when it shouldA polite no ends the conversation. The agent disengages, tags the outcome, and the journey moves on — nobody gets chased.

It hands to a humanAnything it should not answer goes to your team with a holding note, mid-journey, with the context already written down.

It reads the same filePurchases, promises, past objections — the agent inside your journey knows everything the rest of the team knows.

Branching & capture

Two people, one journey, different paths.

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Branch on what actually happened Replied or did not. Paid or did not. Carries the tag or does not. Each branch is its own list of steps, nested as deep as the situation needs. e.g. if paid → thank you · else → reminder

❓

Ask a question, keep the answer The journey pauses until they reply, saves the answer to a field on their record, then continues — so what they tell you is usable next month, not buried in a chat. e.g. “Which model do you drive?” → saved

🔘

Buttons, not typing Offer up to three quick replies on any message — with a photo or PDF attached — and branch on the tap. Most people answer a button who would never type. e.g. [Book now] [Not yet] [Call me]

Where it stops

A journey cannot outrun your rules.

Saved switched offEverything the AI drafts is created inactive. You read it, edit it, and decide — the switch is never flipped for you.

Opt-outs are absoluteSomeone who opted out is skipped at the moment of sending, no matter what step the journey has reached.

A failed step is visibleA send that fails is recorded on the run with the reason — the journey never quietly reports success it did not have.

What a journey works with.

AI Agents →The specialist that can run a step, and what it carries into it. How it works →Where journeys sit in the loop, from the ad click to the payment. AI Goal Creation →When you would rather name the outcome than the sequence.

Type the follow-up you have been meaning to build.

One sentence. It comes back as a journey you can read, edit, and switch on when you are ready.

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reachly

The AI marketing engine for businesses that grow on repeat customers.