# Edit your automation

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.*


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