00:00: This guide will walk you through customizing workflows, automate notifications, setting
00:04: up triggers, scheduling delivery, and selecting communication channels.
00:09: Navigate to the Workflows section to begin managing your automated processes.
00:14: Initiate the creation of a new workflow
00:17: Enter a descriptive name for your workflow to easily identify it later.
00:21: Select the special type of date that will trigger this workflow.
00:23: It can be a birthday anniversary yacht site or any type of date.
00:28: You create make sure these options are already created in settings.
00:32: Select the template you want for this automated notification. Make sure it’s already created
00:37: in the Templates section.
00:39: Select how many hours or days before the event you’d like this notification to be sent
00:44: Specify if the number selected in the previous step refers to hours or days
00:49: Here you can verify the exact time when your notification will be sent.
00:54: The system uses the time zone configured in your Organization Settings as the reference.
01:00: Select the communication channel you want to use for this notification. You can choose Email
01:04: or WhatsApp, depending on your plan’s availability
01:08: In this step, you must indicate whether the system should use the information recorded in a
01:12: Special Date or the information stored in the contact's properties, such as their birthday.
01:17: Save your newly created workflow to activate it within the system.