Workflows: Simplified Onboarding & Tailored Experiences

We’re excited to introduce a redesigned Workflow Automations landing page that streamlines your onboarding journey. By selecting your business niche during setup, you’ll instantly find recipes that match your industry—so you can understand how automations work and set up your first workflow faster than ever.

Tailored Onboarding by Business Niche

Smartlist Interactive Guided Workflow Builder

• The top of the new landing page features an “If This Happens → Do This” illustration, demonstrating a real-world trigger (e.g., a customer booking an appointment) and the resulting action (e.g., sending an email).

New Layout with On-Page Videos

• A “Learn About Workflows” section includes tutorial videos directly on the landing page.
• One-Click Launch: Browse recipe cards, watch a quick intro, and start a new workflow—all without navigating away.

Learn More

For additional details on creating and managing your automations, check out our Introduction to Workflows and Automations article, which offers a comprehensive overview and helpful tips for getting the most out of Workflow Automations.

Related Tutorial Videos