TimelinesAI Workflow Builder lets you automate routine work. Start a flow from events in your CRM, WhatsApp, or a custom trigger, then automatically run the actions you choose—like sending a WhatsApp message. This helps you respond faster and reduce manual steps.

This guide will walk you through simple steps to successfully use all the features of the TimelinesAI Workflow Builder.

Let’s get started 🚀

| Want to see real-life automation examples with setup instructions? Check our examples here

Each executed action consumes 1 unit called "transaction".

An action is an automated response executed when a trigger event occurs. The trigger itself is NOT an action and therefore does not consume a transaction unit.

If an action is sending a WhatsApp message, the action also consumes a unit called "TimelinesAI Credit".

Example:

You can see your transaction and TimelinesAI credits usage within the Workflow Builder settings page, along with the reset date. Additionally, you will receive an email notification when your balance is getting low. Extra transactions and TimelinesAI credit units can be easily purchased separately. Contact us in live chat to increase your balance.

Learn more about transaction and TimelinesAI credit usage in this article.

A "trigger" is an event that initiates an automation. It is the critical first step in any automation flow. The trigger setup includes selecting the app, app event, and app connection.

Check the Creating Connections section of our knowledge base for instructions on connections for various apps. Don't see instructions for your app? Contact us in live chat and we will assist you.

| Note that if the selected app is TimelinesAI, the connection will be added for you automatically. You don't need to do anything yourself.

If you select TimelinesAI as your app, you will be able to choose from one of the following triggers:

TimelinesAI takes care of the connection to its own app for you automatically. You don't need to create a special connection—as soon as you click on "Start Building", within the TimelinesAI Workflow Builder, we'll have already created connections for you. Therefore, for any TimelinesAI app-related triggers and actions, you don't have to worry about the connection at all. It will be pre-inserted for you.

In some cases, you might want to filter data so that only if the data passes certain conditions will it trigger the rest of the actions. Automation only works if the right condition or group of conditions are met. If they aren't, the automation will not proceed to the next step.

| Note that filter added within a trigger does NOT consume a transaction unit.

An action is an automated response executed when a trigger event occurs. To add an action, click the + sign after the trigger and then select "Action" or, use the orange + sign in the placeholder block (shows up automatically for new blank automations, if it is your first action). Either way will work.

Action setup includes selecting the app, app action, connection, and a separate mapping step.

Check the Creating Connections section of our knowledge base for instructions on connections for various apps. Don't see instructions for your app? Contact us in live chat and we will assist you.

| Note that if the selected app is TimelinesAI, the connection will be added for you automatically. You don't need to do anything yourself.

If you select TimelinesAI as your app, you will be able to choose from one of the following actions:

You may want to use dynamic data from a previous automation step or from within the trigger. For example, the trigger that starts the automation is "New deal created" in Pipedrive. The trigger will retrieve its data, such as: Name of the created deal, value, pipeline, stage, and other data. The trigger's payload depends on the selected app, but in most cases, it will have at least some basic data. Using data fetched in previous automation steps is easy!

Use the "Automation Log" and "Analytics" tabs to see how your automation is performing and for troubleshooting.