Flow

13 articles

Automations that run without you. Workflows, triggers, reminders, and follow up sequences.

How to Build a Workflow with Plain English

How to Build an Appointment Reminder Sequence

Reduce no-shows with automated appointment reminders in MONDAi. Send email and SMS reminders before every booked call or session automatically.

How to Build Your First Workflow

Create your first automation workflow in MONDAi. Set a trigger, add actions, activate, and let MONDAi follow up for you automatically.

How to Clone and Reuse Workflows

Save time by cloning existing workflows in MONDAi instead of rebuilding from scratch. Duplicate, rename, and adapt any workflow for a new use case in minutes.

How to Pause or Stop an Active Workflow

Learn how to pause or deactivate a workflow in MONDAi and control what happens to contacts currently inside it when you stop.

How to Set Up a Lead Nurture Automation

Build a lead nurture workflow in MONDAi that keeps leads warm and moves people toward a buying decision over days or weeks automatically.

How to Set Up a Welcome Sequence

Build an automated welcome email sequence in MONDAi that delivers your lead magnet, introduces your brand, and moves new contacts toward their first purchase.

How to Set Up Missed Call Text-Back

Never lose a lead to a missed call. Set up an automatic text message in MONDAi that fires the moment you miss a call so you can re-engage instantly.

How to Test a Workflow Before Activating

Test your MONDAi automation workflow with a real contact before going live. Confirm triggers fire, emails send correctly, and actions complete in the right order.

How to Trigger an Automation from a Form Submission

Connect a MONDAi form submission to a workflow so the right sequence fires automatically when someone fills in your form.

How to Use a Form as a Client Check-In Between Sessions

Build a recurring check-in form in MONDAi that clients complete between sessions to track progress and give you context before every call.

How to Use Tags to Trigger Automations

Use tags in MONDAi to segment contacts and trigger workflows. Learn how to apply tags, build tag-based triggers, and maintain a clean CRM as you scale.

Understanding Workflow Triggers and Actions

Complete reference to every workflow trigger and action in MONDAi. Know exactly what each one does and when to use it to build powerful automations.