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Documentation›Workflows›Practical examples

Workflows

Practical examples

Three complete workflows you can adapt to your business.

Theory is useful, but seeing concrete workflows often illuminates more than a thousand explanations. Here are three complete scenarios ready to personalize.

Workflow 1: multi-channel reservation reminder

  1. Trigger: new confirmed reservation
  2. Wait: until 24 hours before the scheduled date
  3. Action: send SMS with details (date, time, address)
  4. Wait: 4 hours
  5. Condition: customer confirmed? If yes -> end. If no -> continue
  6. Action: send WhatsApp message with "Confirm" / "Cancel" buttons
  7. Wait: 2 hours
  8. Condition: customer replied? If yes -> record outcome -> end. If no -> continue
  9. Action: schedule a phone callback for the next day in the morning
  10. End

Workflow 2: lead qualification from call

  1. Trigger: call ended with outcome "potential lead"
  2. Action: extract structured data from the transcript (name, phone, request, urgency)
  3. Condition: urgency = high? If yes -> continue on fast branch, otherwise standard branch
  4. Fast branch: action "send WhatsApp notification to sales team" -> end
  5. Standard branch: action "add to new-leads list" -> wait 1 day -> action "send follow-up email" -> end

Workflow 3: post-stay sequence

  1. Trigger: reservation completed (check-out recorded)
  2. Wait: 4 hours
  3. Action: send a thank-you email with photos of the property
  4. Wait: 3 days
  5. Action: send email with link to review (Google / TripAdvisor)
  6. Wait: 30 days
  7. Condition: did the customer leave a review? If yes -> action "tag happy customer". If no -> action "send discount code to return"
  8. End

Version critical workflows

Before modifying a workflow that has been active for a while, duplicate it as "v2" and edit the copy. Thorough testing, then activate v2 and deactivate v1. Allows quick rollback if something goes wrong.

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