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
- Trigger: new confirmed reservation
- Wait: until 24 hours before the scheduled date
- Action: send SMS with details (date, time, address)
- Wait: 4 hours
- Condition: customer confirmed? If yes -> end. If no -> continue
- Action: send WhatsApp message with "Confirm" / "Cancel" buttons
- Wait: 2 hours
- Condition: customer replied? If yes -> record outcome -> end. If no -> continue
- Action: schedule a phone callback for the next day in the morning
- End
Workflow 2: lead qualification from call
- Trigger: call ended with outcome "potential lead"
- Action: extract structured data from the transcript (name, phone, request, urgency)
- Condition: urgency = high? If yes -> continue on fast branch, otherwise standard branch
- Fast branch: action "send WhatsApp notification to sales team" -> end
- Standard branch: action "add to new-leads list" -> wait 1 day -> action "send follow-up email" -> end
Workflow 3: post-stay sequence
- Trigger: reservation completed (check-out recorded)
- Wait: 4 hours
- Action: send a thank-you email with photos of the property
- Wait: 3 days
- Action: send email with link to review (Google / TripAdvisor)
- Wait: 30 days
- Condition: did the customer leave a review? If yes -> action "tag happy customer". If no -> action "send discount code to return"
- End
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