Automation

The Automation section lets users automate their newsletter process using reusable flows. It is designed for welcome sequences, onboarding emails, launch drips, re-engagement journeys, and manual email workflows.

Users can create an automation flow, choose a trigger, add email and delay steps inside the builder, then activate the flow when it is ready.

Automation Studio overview

The Automation page is divided into four main areas:

• Automation hero section
• Create automation card
• Automation statistics
• Automation flow list

Create automation

Users can create a new flow from the Create automation card.

The form includes:

Field	Description
Automation name	The internal name for the flow
Trigger type	Defines how the automation starts
Create Flow button	Creates the new automation

Example automation names:

• Welcome Sequence
• New Subscriber Onboarding
• Product Launch Drip
• Weekly Nurture Flow
• Re-engagement Campaign

Trigger types

The automation system supports trigger types.

Trigger	Dashboard label	Meaning
subscriber_created	Subscriber joins	Starts when a new subscriber joins
manual	Manual start	Starts manually or from a manual process

The default trigger is:

When subscriber joins

Automation creation flow

Automations
→ Enter automation name
→ Select trigger type
→ Click Create Flow
→ Open flow from automation list
→ Add email and delay steps
→ Activate flow

Automation statistics

The page shows automation summary cards:

Stat	Description
Total Flows	Total automation flows created
Active	Flows currently running
Paused	Flows not currently active
Total Runs	Total automation executions

These cards help users quickly understand how many workflows exist and how active the automation system is.

Search automation flows

Users can search flows by:

• Automation name
• Status
• Trigger type

The list updates automatically based on the search keyword.

Automation flow cards

Each automation card displays:

• Flow name
• Status
• Number of steps
• Number of runs
• Trigger type
• Edit Flow button
• Pause or Activate button
• Delete button

Automation statuses

Status	Meaning
active	Automation is live and can run
paused	Automation exists but is not active

Edit flow

Clicking Edit Flow opens the Automation Builder for that flow.

The builder is where users add:

• Email steps
• Delay steps
• Email subjects
• Email body content
• Timing rules

Activate or pause automation

Active Automation Pause Automation

Users can activate or pause an automation from the flow card.

Important rule:

An automation must have at least one step before it can be activated.

If a user tries to activate an automation with no steps, the dashboard shows a warning.

Delete automation

Users can delete a flow permanently.

Before deleting, the dashboard asks for confirmation:

Delete this automation permanently?

This prevents accidental removal of automation flows.

Empty state

If no automations exist, the dashboard shows:

No automations yet

Users are encouraged to create their first flow to start automating emails.

Loading state

When automation data is loading, the dashboard displays:

Loading automations...