How to add steps inside an automation workflow

Quick map

• The round + button on the workflow canvas opens the action picker.
• The sparkles button opens the AI workflow assistant for plain-English edits.
• Click any node to edit its settings in the inspector.
• Data collection is added inside a Send Message step, not as a separate top-level step.
• Send Email sends through LinkStack with the creator profile email as the default reply-to.
• Add Tag, Remove Tag, Set User Field, Clear User Field, Pause Automations, and Mark Conversation can run as normal workflow steps or as actions after a valid reply.

Add a normal workflow step

1. 1Open Dashboard, then Automations.
2. 2Create a custom workflow or open the workflow you want to edit.
3. 3On the canvas, click the round + button.
4. 4Choose a step such as Send Message, Send Email, Add Tag, Set User Field, Wait, Condition, Delay, AI Step, or Comment.
5. 5Click the new node and fill out the inspector settings.
6. 6Connect the node to the right path if the workflow has branches.
7. 7Save the workflow, then run a test before turning it loose.

Add a data collection question

1. 1Select or add a Send Message step.
2. 2In Message sequence, click Data.
3. 3In the Data collection option modal, keep Collect this response turned on.
4. 4Write the question you want to ask, like "What email should I send it to?"
5. 5Choose the Reply type: Email, Phone, Text, Multiple Choice, Number, Name, URL, Image, Date, or Date and time.
6. 6Choose where to save it. Email and phone can save to the contact profile; other answers save to a User Field that you can search or create.
7. 7Set how long the workflow should wait and whether invalid replies should get a retry message.
8. 8Use Actions on valid input when the collected answer should also add a tag, set a field, pause automations, or mark the conversation.
9. 9Save the option. Use the If contact has not responded path if you want a follow-up branch.

Set a tag

1. 1For a standalone tag step, click the canvas + button and choose Add Tag.
2. 2Click the Add Tag node.
3. 3Search for an existing tag, or type a new tag name and choose the New tag option.
4. 4If it is a new tag, choose or keep the folder, usually User Tags.
5. 5To tag only after someone answers a data collection question, open that question and add Add tag under Actions on valid input instead.
6. 6Save the workflow and test with a contact that should receive the tag.

Other useful moves

• Use Set User Field when you want to store a fixed value or the collected reply on the contact.
• Use Send Email after digital product purchase or checkout-start triggers. For abandoned carts, put a Delay before the email.
• Use Condition when the next path depends on whether a contact has a tag or a custom field value.
• Use Wait when the workflow should pause until a DM reply, comment, tag change, field change, or deletion happens.
• Use Delay when the workflow should wait a fixed or random amount of time before continuing.
• Use quick replies or buttons inside the final text block of a Send Message step when taps should branch the workflow.