> For the complete documentation index, see [llms.txt](https://www.wonderly.com/help/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://www.wonderly.com/help/sales-hub/sales-automation-overview/edit-your-automation.md).

# Edit your automation

Edit your automations in Wonderly to adjust when they run, which stage they apply to, and whether they are active.

You can edit any existing automation to change its deal stage, toggle it on or off, and customize what happens when certain actions occur.

### Contact customer for missing info automation

{% hint style="info" %}
**When to use:** A lead submitted incomplete information and you want Wonderly to automatically follow up and collect the missing details for qualification.
{% endhint %}

1. Click **Sales** in the main sidebar.
2. Click **Automations** in the secondary sidebar.
3. Click **Edit** under **Contact customer for missing info**.
4. Click the **Stage** dropdown to select where this automation should run.
5. Toggle the **Active** switch on or off to enable or disable the automation.
6. Click **Save** to apply your changes.

{% embed url="<https://app.supademo.com/demo/cmoiqe4095dm8za2ijeymycs5>" %}

***Expected outcome:** The automation now runs according to your updated settings.*

***

### Schedule appointment with customer automation

{% hint style="info" %}
**When to use:** A lead has been qualified but hasn't booked a meeting yet, and you want Wonderly to automatically reach out and schedule an appointment.
{% endhint %}

1. Click **Sales** in the main sidebar.
2. Click **Automations** in the secondary sidebar
3. Click **Edit** under **Schedule appointment with customer**.
4. Click the **Stage** dropdown to select where this automation should run.
5. Click the **Move to stage if meeting booked** dropdown to select where deals move after a meeting is scheduled.
6. Toggle the **Active** switch on or off to enable or disable the automation.
7. Click **Save** to apply your changes.

{% embed url="<https://app.supademo.com/demo/cmoiqr62t00w6vj0j182btx4p>" %}

***Expected outcome:** If a qualified customer hasn't scheduled a meeting yet, Wonderly's AI will reach out to schedule one with them.*

***

### Remind customer about upcoming meeting automation

{% hint style="info" %}
**When to use:** A lead has a meeting scheduled and you want Wonderly to automatically send a reminder so they don't miss it.
{% endhint %}

1. Click **Sales** in the main sidebar.
2. Click **Automations** in the secondary sidebar.
3. Click **Edit** under **Remind customer about upcoming meeting**.
4. Click the **Stage** dropdown to select where this automation should run.
5. Click the **Move to stage if meeting canceled** dropdown to set the deal stage for canceled meetings.
6. Toggle the **Active** switch on or off to enable or disable the automation.
7. Click **Save** to apply your changes.

{% embed url="<https://app.supademo.com/demo/cmoir1cp8018qur0jgwj6pmtj>" %}

***Expected outcome:** If a customer has a meeting scheduled, Wonderly's AI will send them a reminder beforehand.*

***

### Reach out after a missed meeting automation

{% hint style="info" %}
**When to use:** A lead missed their meeting and you want Wonderly to automatically follow up and reschedule.
{% endhint %}

1. Click **Sales** in the main sidebar
2. Click **Automations** in the secondary sidebar
3. Click **Edit** under **Reach out after a missed meeting**.
4. Click the **Stage** dropdown to select where this automation should run.
5. Click the **Move to stage if meeting rescheduled** dropdown to select the stage after a meeting is successfully rescheduled.
6. Toggle the **Active** switch on or off to enable or disable the automation.
7. Click **Save** to apply your changes.

{% embed url="<https://app.supademo.com/demo/cmoirf5rd00biww0k6eb1z7rj>" %}

***Expected outcome:** If a customer misses their scheduled meeting, Wonderly's AI will reach out via call, email, and SMS to reschedule.*

***

### Follow up on quotes and invoices automation

{% hint style="info" %}
**When to use:** A lead has an outstanding quote or invoice and you want Wonderly to automatically follow up until they take action.
{% endhint %}

1. Click **Sales** in the main sidebar
2. Click **Automations** in the secondary sidebar
3. Click **Edit** under **Follow up on quotes and invoices**.
4. Click the **Stage** dropdown to select where this automation should run
5. **Default**: Quote & Invoice Sent.
6. Click the **Move to stage if invoice paid** dropdown to select the stage after payment is received.
7. Toggle the **Active** switch on or off to enable or disable the automation.
8. Click **Save** to apply your changes.

***Expected outcome:** Wonderly AI will now manage follow-ups and stage updates for quotes and invoices automatically.*