Automations
Follow up automatically when something happens.
Spend less time chasing the same move. Automations run WHEN → THEN recipes — notify you, create lead intent, or send a reminder — so forms, bookings, and shares keep moving.
WHEN → THEN recipes · Same public URL · Log of what ran
The problem
Leads die in the gap between “they tapped” and “you replied”
Forms sit unread. Bookings need a reminder. Gallery packs get attention while you are on a job — and you find out too late.
The fix
One URL. Recipes that fire when something happens.
Enable recommended journeys from your goal, or build your own. Follow-ups for forms, bookings, and shares land where you already work — Business → Automations.
How Automations fit
Built for the link you already share
Smart Link focuses the page on a goal. Automations handle the next move after someone asks — ping you, email them, put them on your list — without changing the URL people already saved.
Setup
From goal to running recipes
01
Start from a goal
Finish Smart Link (or open Automations) so recommended WHEN → THEN journeys match what you want visitors to do.
02
Enable or build recipes
Turn on recommended journeys, reorder priority, or add your own — form → lead + email, booking → reminder, share opened → notify.
03
Share one public link
Keep one username for Instagram, TikTok, and QR. Automations fire on forms, bookings, and shares — not a second landing page.
04
Check what ran
Execution log shows which automation matched so handoffs between page leads and CRM follow-up stay clear.
Concrete automation moves
Not “AI magic” — recipes you can read and reorder.
Form → lead + notify
When someone submits contact or quote, create lead intent and ping your inbox so you reply fast.
Booking → reminder
Keep appointments from falling through — follow up when a booking lands or needs a nudge.
Share opened → notify
Know when a pack or list gets attention so hot engagement surfaces next to other inbox signals.
Quote ask → list + ping
When someone asks for a quote in chat or form, put them under New and Tell you in the app.
Same link forever — follow-ups after publish
Remake or refine Automations without changing the URL people already saved in their bio.
Ways to use it
When Automations earn their keep
Service pros
Quote form that does not sit cold
Form → lead + email so walkthrough requests hit your workspace while intent is fresh.
Beauty & studios
Booking that reminds
Confirm and nudge appointments without another calendar product bolted on.
Creators
One link, faster follow-up
Keep one username across channels — when someone asks or joins a list, Automations ping you and say hello.
Photographers
Share opened, follow up
Get notified when a client gallery pack gets attention before the deadline.
Local shops
Form and booking on one page
Door QR and bio traffic hit the same page — Automations follow up when they book or ask.
Teams
Less chasing, clearer log
See which recipe fired so handoffs between page leads and CRM follow-up stay honest.
Frequently asked questions
Do I need a different link per channel?
No. Keep one public URL for Instagram, TikTok, QR, and ads. Automations follow up when people ask, book, or open a share.
Is this the same as CRM automations?
Automations live under Business and cover When→Then paths for leads, bookings, and follow-ups — including CRM list steps and reminder toggles in the same area.
Can I edit after enabling recipes?
Yes — enable, disable, reorder, and refine anytime without changing your public username.
How does this relate to Smart Link?
Smart Link sets the goal and structures the page. Automations handle follow-ups after someone asks, books, or opens a share.
Will visitors notice Automations?
They just get a timely reply or reminder — you get the ping and the lead on your list while you stay on the job.
Same URL. Faster follow-up.
Turn on Automations so forms, bookings, and shares keep moving — without changing the link you already share.