Skip to main content
All CollectionsGetting started on 2.0 GetSales.io
3.1. Automation: Choose a template
3.1. Automation: Choose a template

How to create your first Automation

Katherine Semenowa avatar
Written by Katherine Semenowa
Updated over a week ago

Video Instruction



Text Instruction


To start the outreach with our platform you need to create an actions structure - what action will be executed in what circumstances - we call it Automation.

If you are new to Automated outreach flows, that’s probably a lot of information to process, a lot of nodes to get a hang on. We got you. Our helpful free templates of automation flows are ready for the taking!

Here is what you need to do:

  1. Go to Automation, you’ll be redirected to a workspace, pick the one you like or create a new one.

  2. Next, on the top part of the screen you can see the output of templates - click on any to get more information or ‘more templates’ to see all of the existing ones

  3. A good one to start with is ‘Grow your network’, it’s simple, yet effective :)

  4. Click on ‘use template’

  5. Now you need to set up a timetable for the Automation.

Onto the Automation!

Did this answer your question?