Automations and workflows
Put routine follow up on autopilot.
Set up workflows that send messages, assign tasks and update records when something happens, so repeat work gets done without starting it by hand.
Features in Automations and workflows
Visual workflow builder
Build automations with triggers, actions, waits and branches.
Triggers and actions library
Hundreds of triggers and actions across contacts, calendars, payments, messaging and more.
Build workflows with AI
Describe an automation and have AI draft the workflow.
AI decision and intent actions
AI actions that decide paths, detect intent and generate replies.
AI data extraction and email parsing
Pull structured data from emails, messages and images with AI.
Goal events and stop on reply
End a sequence when a goal is reached or the contact replies.
Splits and branching
Randomized splits and if/else branches.
Inbound and outbound webhooks
Receive data from and send data to other systems.
Custom code steps
Run custom code inside workflows, with AI-assisted code generation.
Execution logs and history
Detailed logs for every workflow run and enrollment.
- MDE done for you
Done-for-you automation builds
The Max Digital Edge team builds follow-up, reminder and review workflows for your business.
- Planned
Outside AI models in workflows
Planned: workflow actions for outside AI providers such as OpenRouter and Mistral, alongside built-in AI steps.
Related categories
- Integrations and API: Connect HLB to the tools you already use.
- AI employee: Get AI help with everyday tasks.
- CRM and contacts: Keep every customer and lead in one organized list.
- Email marketing: Stay in touch with customers by email.
Get set up on Hot Local Business
Start onboarding with the Max Digital Edge team and we will help you turn on the tools in this category.