Start from a ready-made automation or build your own: pick a trigger, add steps, write conditions in plain language and let Sentinel AI draft the messages for you to review.
Deal stage = Won
trigger
Send WhatsApp
action
Wait 2 days
wait
Create invoicing task
action
Notify onboarding lead
action
12
Active flows
47
Runs today
183
Actions fired
Demo data
What's inside
Illustrative workflow
Morning
Trigger: a deal is won. Step 1: send the contact a WhatsApp thank-you. Step 2: wait. Step 3: create an invoicing task for Finance. Step 4: notify the customer success lead. She starts from a template and adjusts the steps.
"Flow switched on. Trigger: deal won. 4 steps configured."
Midday
An invoice becomes overdue. Sentinel runs the flow: emails the customer a reminder, creates a call task for the account owner, and notifies Finance on the team channel.
"Invoice overdue → reminder flow ran. 3 steps completed."
Evening
Divya adds a WhatsApp step to a new lead-welcome flow and asks Sentinel AI to draft the message. She edits the tone, saves it and switches the flow on.
"Draft ready: 'Hi {{contact.first_name}}, thanks for getting in touch…'"
Start a workflow when a contact is added, a deal changes stage or is won or lost, a form is submitted, a ticket is raised or resolved, an invoice is sent, paid or overdue, or a contact replies on WhatsApp.
Send an email or WhatsApp, update a field, create a task, add the contact to a sequence, notify your team, or call a webhook.
Write conditions the way you would say them, such as "deal value is more than 50,000", so a flow only runs when it should.
Add a wait between steps to build follow-ups and reminders that land at the right moment.
Let Sentinel AI draft the email subject, body or WhatsApp text for a step. You review and edit before you switch the flow on.
Send a request to a URL you choose from any workflow, to reach your own systems or tools like Zapier and Make.
Each run records which steps ran, which were skipped and which failed, so you can see what happened and why.
Start from templates such as welcome a new lead, follow up after a meeting, nudge an inactive contact or chase an overdue invoice, then adjust them to fit.
A flow can't be switched on if its trigger isn't available or a channel it uses, like WhatsApp or email, isn't connected yet.
When a step sends an email or WhatsApp, ask Sentinel AI to draft the text from your goal and audience. You edit it, and conditions in plain language decide when the flow runs.
Sentinel AI
● ActiveIllustrative example
Cross-connections
Deal stage changes can start sequences, follow-up tasks and internal notifications, so fewer follow-ups depend on someone remembering.
Learn more →Form submissions and WhatsApp replies can add contacts to sequences and update their fields as they happen.
Learn more →New and resolved tickets can create tasks, notify the right people and update the customer's record.
Learn more →Templates·Triggers, actions and conditions·Time delays·AI-written messages