Use cases

Eight battle-tested recipes you can replicate in under 10 minutes each. Every recipe lists the trigger, the node sequence, and the inspector fields you'll fill in. Pair these with Create a workflowif you're still learning the canvas.

1. Chatbot-captured leads to welcome drip

Goal: turn a chatbot lead into a paying user with a 3-email sequence over a week.

• Trigger: Added to list → pick your chatbot-leads list.
• Re-entry policy: Once.
• Frequency cap off (the sequence handles its own pacing).

2. Pricing intent in chat to sales handoff

Goal: when a visitor asks about pricing in chat, ping sales and tag the lead.

• Trigger: Chat message matched, mode semantic, phrase "how much does it cost?".
• Notify inbox message: Hot lead from chat: {{contact.email}} asked about pricing.
• Optional follow-up: add a Wait of 1 hour, then Send email with a meeting link if sales hasn't responded.

3. Newsletter signup to onboarding with engagement branch

Goal: send a 3-email onboarding. After email 2, branch on whether the contact has engaged.

• You also need a separate "engagement" workflow that adds the engaged tag when a contact opens or clicks one of the onboarding emails.
• Re-entry: Once.

4. VIP tag to exclusive offer

Goal: when a contact gets tagged vip, send a one-off exclusive offer email.

Pair with a frequency cap of 1 email per 30 days so you don't burn out the audience if multiple VIP campaigns ship.

5. Trial expired to win-back sequence

Goal: when a trial expires, send two win-back emails over 7 days. Exit if they upgrade.

6. New signup webhook fan-out to CRM and Slack

Goal: when a new contact joins, POST to your CRM and ping Slack. No email sent.

• Both webhook actions use POST. Slack URL is your incoming webhook; CRM URL is your contact-create endpoint.
• Webhook action is Pro plan and above.
• If the CRM webhook fails, the Slack webhook still fires (the second action sees a separate node).

7. List join to country-segmented welcome

Goal: send a different welcome email to US vs international contacts.

Set the contact country attribute at signup. Missing values fall through the NO branch.

8. 90-day inactive re-engagement

Goal: send one re-engagement email to contacts tagged inactive-90d. If still inactive, remove from list.

Pair with a separate small workflow that adds the re-engaged tag when a contact opens or clicks the email.

Next steps