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Flow
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.
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.
How to Build a Workflow with Plain English
How to Build a Workflow with Plain English
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 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 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 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.
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 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 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 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.
Troubleshooting
Contacts Are Not Entering a Workflow
Fix the most common reasons why contacts are not being added to a workflow in MONDAi despite the trigger condition being met.
Why Your Automation Isn't Firing (and How to Fix It)
Diagnose why a MONDAi workflow is not triggering or completing and resolve the most common causes.
Ascension
How to Set Up a Discovery Call Workflow
Automate everything around your discovery calls in MONDAi. Confirmation, reminders, pre-call prep email, and post-call follow-up — all running without manual effort.
How to Bulk Update Contacts in MONDAi
Select multiple contacts in MONDAi and apply bulk actions: add or remove tags, change pipeline stages, assign team members, or export records.
How to Handle Cancellations and Reschedules in MONDAi
Configure cancellation rules and automate follow-up in MONDAi so cancelled appointments get rebooked.
How to Use Tags to Organise Your CRM in MONDAi
Build a tag system in MONDAi to segment contacts, trigger automations, and keep your CRM organised as your list grows.