Let’s be honest—we all wish we had more time in the day. Whether following up with leads, sending reminders, or updating statuses, repetitive tasks can stack up fast. That’s where automation inside the Growth Machine comes in.
In our latest Growth Hacks video our Marketing Concierge explains how to leverage automation to save time and improve the consistency and quality of your outreach. If you want to streamline your workflows, this is where you start.
Why Automation Matters
Automation isn’t just a productivity tool—it’s a game changer. With the right setup, you can:
- Eliminate manual follow-up tasks
- Trigger reminders and updates automatically
- Create personalized nurture sequences
- Maintain consistency across all outreach
Accessing the Tools
It all starts under the Automation tab on the left-hand menu of the Growth Machine. From there, you’ll gain access to workflows, triggers, and a library of pre-built automation recipes.
Building Your First Workflow
Creating a workflow is easier than it sounds. In the video, Cesar walks you through:
- Setting up basic triggers (like a form submission or a booking link click)
- Adding actions (like sending emails, assigning tasks, or tagging contacts)
- Customizing the flow using filters, internal notifications, and conditions
Go Beyond the Basics
Ready to get advanced? Explore features like:
- Split paths for A/B logic
- Wait steps for timed sequences
- Nurture sequences for long-term engagement
You can also test workflows using real contact data to ensure everything fires exactly as expected.
Don’t Start From Scratch
Not sure where to begin? Use the pre-built recipes and campaign templates included in the Growth Machine. You can launch them instantly and tweak them to match your business needs.
Global Settings and Smart Customization
Use global settings to apply rules across all workflows. Whether you’re converting a lead to an opportunity or sending timed birthday messages, the Growth Machine has the flexibility to do it all.
Support Is Always On
Have questions or need a hand? Visit the Resource Center for how-to articles and videos, or chat with a live agent 24/7 right inside the platform. You’re never alone when building smarter systems.
Take Action
If you haven’t already, check out the full video and download the Follow-Along PDF under the video to help guide your setup. And if you want hands-on help, you can always book time with Cesar directly.
Automation isn’t the future—it’s now. With the Growth Machine, let’s build smarter, faster, and more consistently.
