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

When to use: A lead submitted incomplete information and you want Wonderly to automatically follow up and collect the missing details for qualification.

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.

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

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Schedule appointment with customer automation

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.

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.

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

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Remind customer about upcoming meeting automation

When to use: A lead has a meeting scheduled and you want Wonderly to automatically send a reminder so they don't miss it.

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.

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

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Reach out after a missed meeting automation

When to use: A lead missed their meeting and you want Wonderly to automatically follow up and reschedule.

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.

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

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Follow up on quotes and invoices automation

When to use: A lead has an outstanding quote or invoice and you want Wonderly to automatically follow up until they take action.

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.