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SmartFlow Automation Examples

This page provides concrete, ready-to-build automation recipes using SmartFlow. Each example explains what it does, which nodes you'll use, and the business outcome you can expect.

Example 1: Lead Capture Flow​

Goal: Capture leads through a SmartForm, qualify them with AI, send an email notification, and tag the conversation.

How It Works​

When a visitor fills out your lead capture SmartForm, the flow starts automatically. First, an AI Request node analyzes the submission — looking at budget, company size, timeline, and engagement level — to determine if this is a high-value prospect.

Based on the AI's assessment, an AI Condition node routes the lead:

  • Qualified leads get an immediate email to your sales team with all the form data, plus a "hot-lead" tag on the conversation for easy filtering
  • Unqualified leads are tagged as "low-priority" for follow-up campaigns later

Nodes Used​

  • SmartForm Workflow trigger — starts when the form is submitted
  • AI Request — analyzes the submission and scores the lead
  • AI Condition — routes based on qualification result
  • Send Email — notifies your sales team with lead details
  • Add Tag — tags the conversation for CRM filtering

Business Outcome​

  • Every form submission is automatically qualified by AI
  • Sales team only receives high-value leads — no noise
  • Low-priority leads are still captured and tagged for later
  • Zero manual sorting required

Example 2: Discord Community Moderation​

Goal: Automatically moderate Discord messages — detect inappropriate content with AI and respond with either a helpful answer or a moderation warning.

How It Works​

Every message in your Discord server goes through a Chat Service Override trigger. Two things happen in parallel using a Parallel Execution node:

  1. An AI Condition checks whether the message is appropriate based on your community guidelines
  2. A Search Knowledge node looks for a relevant answer in your knowledge base

If the message is appropriate, the AI sends the knowledge base result as a helpful response. If the message violates your guidelines, the AI sends a polite warning with a reminder of the rules — no human moderator needed.

Nodes Used​

  • Chat Service Override trigger — listens to Discord messages
  • Parallel Execution — runs moderation check and knowledge search simultaneously
  • AI Condition — evaluates the message against your community rules
  • Search Knowledge — finds relevant answers from your knowledge base
  • Send Message — delivers either the answer or a moderation warning

Business Outcome​

  • 24/7 automated moderation without human moderators on call
  • Inappropriate messages get immediate, contextual responses
  • Helpful questions get answers from your knowledge base
  • Community guidelines are enforced consistently across all channels

Example 3: Cross-Channel Notification (Instagram to Slack)​

Goal: When a customer sends an Instagram DM, assess urgency with AI, respond automatically, and notify your team on Slack if the message is urgent.

How It Works​

When an Instagram DM arrives, the flow first shows typing indicators and marks the message as read (so the customer sees you're responsive). Then an AI Request summarizes the message and assesses urgency on a low/medium/high scale.

If the urgency is high — a complaint, an order problem, or a time-sensitive request — the flow sends an alert to your Slack channel via an API Call to a Slack webhook. Regardless of urgency, the AI generates a response and sends it back to the customer on Instagram.

Nodes Used​

  • Chat Service Override trigger — listens to Instagram DMs
  • META_TYPING_ON / OFF — shows and hides the typing indicator
  • META_MARK_READ — marks the message as seen
  • AI Request — summarizes the message and determines urgency
  • AI Condition — routes based on urgency level
  • API Call — sends an alert to your Slack webhook for urgent messages

Business Outcome​

  • Instagram DMs are never left unread
  • Urgent messages trigger immediate Slack alerts so your team can follow up
  • All messages get AI-powered responses within seconds
  • Typing indicators and read receipts make the experience feel natural

Example 4: Scheduled Content Sync with Daily Report​

Goal: Automatically sync your WordPress content to the knowledge base every day, and send your content team an email summary of what changed.

How It Works​

A Scheduled Workflow trigger fires every morning at 6:00 AM. It runs the Sync Connector node to pull the latest content from your WordPress site into the knowledge base. After the sync completes, an AI Request node generates a brief summary — how many items were updated, any errors, and what's new. That summary is sent via email to your content team.

Nodes Used​

  • Scheduled Workflow trigger — runs daily at 06:00 AM
  • Sync Connector — syncs your WordPress connector
  • AI Request — generates a human-readable summary of the sync results
  • Send Email — delivers the daily report to your content team

Business Outcome​

  • Knowledge base stays up-to-date automatically, no manual re-imports
  • Content team gets a daily digest without logging into the dashboard
  • Sync issues are surfaced immediately via email
  • Your AI always has the latest information from your website

Example 5: Abandoned Cart Recovery​

Goal: When your e-commerce platform signals an abandoned cart, reach out to the customer on WhatsApp or Messenger with a personalized recovery message and a discount code.

How It Works​

Your e-commerce platform (PrestaShop, WooCommerce, etc.) sends a webhook when a cart is abandoned. The flow receives the cart data — customer name, products left in the cart, and their contact info.

An AI Request generates a friendly, personalized message that mentions the specific products and includes a 10% discount code. Then an If Condition checks which channel the customer is reachable on — if they have WhatsApp, the message goes there; otherwise, it's sent via Messenger.

Nodes Used​

  • Webhook trigger — receives the cart abandonment event from your e-commerce platform
  • AI Request — generates a personalized recovery message with product names and discount code
  • If Condition — checks the customer's available channels
  • Send Message — delivers via WhatsApp or Messenger

Business Outcome​

  • Automated cart recovery without manual outreach
  • Messages are personalized (product names, discount codes) — not generic templates
  • Reaches customers on their preferred channel
  • Discount codes incentivize completing the purchase

What SmartFlow Can Do​

SmartFlow supports a wide range of automation capabilities:

  • Visual drag-and-drop builder — Build flows by connecting nodes on a canvas, no coding required
  • Conditional logic — Route conversations using If Conditions or AI-powered Conditions
  • AI-powered decisions — Use AI Request and AI Condition nodes for intelligent analysis
  • Cross-channel actions — Trigger actions across different channels (e.g., Instagram message triggers a Slack notification)
  • Webhook and scheduled triggers — Start flows from external events or on a recurring schedule
  • API calls — Connect to any external service via REST API
  • Parallel execution — Run multiple branches simultaneously for faster processing
  • Email actions — Send notifications, reports, and alerts
  • Knowledge base search — Find and use relevant content from your knowledge base
  • SmartForm and SmartCalendar — Capture data and book appointments within conversations
  • Meta actions — Typing indicators, read receipts, and other platform-specific features

Building Your Own Flows​

  1. Go to SmartFlow in your dashboard
  2. Click Create New Flow
  3. Drag a Trigger from the node library
  4. Add Actions and connect them
  5. Click Test to verify
  6. Toggle Live to activate

Tip: Start from the Template Store — many of these patterns are available as pre-built templates you can customize.

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