Introducing Personalized Onboarding and Smart Workflow Experiences

Streamlined Onboarding & Tailored Workflow Experiences

We're thrilled to announce a refreshed look for the Workflow Automations landing page, designed to enhance your onboarding journey. With this update, you can tailor your experience by selecting your business niche, ensuring that you receive the most relevant workflow recipes to match your industry needs. This simplification means faster setup and a deeper understanding of your workflows.

Tailored Onboarding by Business Niche

• Personalized Setup: Begin your workflow journey by selecting your business niche, making the process uniquely yours.

• Relevant Examples & Templates: All suggested templates will now be aligned with your chosen niche, offering a more curated experience.

• Ready-Made Recipes: Industries like Education, Health, Finance, and Real Estate benefit from pre-built workflows designed for common scenarios, providing a solid starting point.

• Quick Customization: These recipes can be easily customized. Alter them to suit your specific needs or create your own from scratch.

Smartlist Interactive Guided Workflow Builder

• At the top of the new landing page, an “If This Happens → Do This” illustration provides real-world examples, such as a customer booking an appointment, demonstrating how a resultant action, like sending an email, is seamlessly integrated.

New Layout with On-Page Videos

• The “Learn About Workflows” section features tutorial videos that are easily accessible without leaving the page—simply watch and learn.
• One-Click Launch: Explore recipe cards, view a brief introduction, and swiftly kick off a new workflow, all within the same platform.

Learn More

For a more detailed understanding of creating and managing automations, explore our Introduction to Workflows and Automations article. This guide provides an in-depth look and practical tips to maximize your Workflow Automations experience.

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