Plan a simple automation

Start with one trigger and one useful action.

Updated October 24, 2026 · Merllou guide

Your next steps

1. Write the event that should start the automation, such as a form submission.
2. Decide the intended follow-up, such as applying a tag or starting a permitted email sequence.
3. Check the rules and workflow tools available in your plan.
4. Build a small test using your own contact details and verify the result.
5. Check for duplicate follow-ups before enabling it for customers.

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