Automations across your workspace
You manually nudge the same leads, copy the same reminders, and click through settings that should run themselves.
What it does
Automations handle the repeat work around conversations — follow-up sequences, reminders, and notifications — with human review on anything client-facing that needs judgement.
Automate busywork from settings—follow-ups, notifications, and workflows that keep momentum without living in five apps.
How it works
- Pick the trigger — a stage change, a new inquiry, or a follow-up date coming due.
- Choose the steps — email and WhatsApp messages, spaced the way you would space them yourself.
- Keep control — client-facing steps that need judgement queue for approval before they send.
- Watch the outcome — a reply lands in the same thread and stops the sequence.
What you get
- Configure automations from Settings
- Follow-up sequences that run on schedule
- You stay in control of what sends
- Works across conversations, pipeline, and billing
Outcome
Automate the busywork you repeat weekly. Less manual clicking through disconnected screens.
Common questions
Will automations spam my leads?
They should not. Sequences stop when someone replies, and WhatsApp steps outside Meta's 24-hour window queue for review rather than firing blind.
Are these chatbot flows?
No. Onevyu automates your follow-up as the seller; it does not put a bot in charge of the sales conversation.
What is the Email Outbox?
The review queue. Drafts that need your eyes wait there so you approve, edit, or drop them before a client sees anything.
Keep reading
- The fortune is in the follow-up — automate the part you keep forgetting
- The DM Follow-Up System for Consultants (Templates + Timing)
- Chatbots qualify leads — humans close high-ticket deals
Part of Onevyu Conversation CRM for coaches and consultants who close in WhatsApp and Instagram DMs. From $49/mo (₹1,799 in India); 5-day free trial.