Automations

Automations are processes that automatically perform actions based on criteria that you set. You might want to:

• Send new subscribers a welcome sequence of emails over their first few weeks
• Automatically tag subscribers based on actions they perform
• Send automatic replies to subscribers when they write in
• Cross-post new emails to social media
• Send weekly, monthly, or annual reminders
• Treat paid subscribers differently from free

In each of these cases, an automation can help.

For example, if you want to send a welcome sequence to new subscribers from the European Union:

flowchart
  trigger["When a subscriber confirms"] e1@--> |If the subscriber is from the EU| action1[Send welcome email immediately]
  action1 e2@--> action2[Send follow-up email after 1 week]
  action2 e3@--> action3[Send CTA email after 3 weeks]
  e1@{ animate: true }
  e2@{ animate: true }
  e3@{ animate: true }

Go to Automations and click New at the top right.

Each automation consists of three parts:

• A trigger, which is the event that causes the automation to run.
• A filter, which narrows down whether the automation should run for a given trigger event.
• One or more actions, which are what the automation actually does. Each action has its own timing (immediately, or after a delay).

Pick the event that should kick off your automation. For example, "When a subscriber confirms their subscription" is the most common trigger for welcome sequences. See our full list of triggers for all the options.

Filters let you narrow down which events should actually run your automation. For instance, you might only want to send a welcome email to subscribers with a specific tag, or only to paid subscribers. Filters are optional.

Actions are the steps your automation performs. Each action has two parts:

1. What to do --- send an email, add a tag, send a webhook, etc.
2. When to do it --- immediately when the trigger fires, or after a delay (minutes, hours, days, or weeks).

You can add multiple actions to a single automation. For example, a welcome sequence might send an email immediately, another email after one week, and a third after three weeks --- all within one automation. Actions are automatically sorted by their timing, so you can add them in any order.

To add an action, click the action picker in the Actions section and choose from the available action types. Some actions depend on integrations being connected (like posting to Bluesky or sending Discord invitations); if an integration isn't set up yet, you'll be prompted to configure it.

After configuring your automation, click Save changes. If there are any issues --- like a missing email body or an unconfigured integration --- you'll see warnings that explain what needs to be fixed before the automation can run.

Automations can be active or paused. A paused automation won't fire for any new trigger events. You can pause and unpause automations from the Automations list.

• Welcome sequences --- Create one now, or read the guide to send a series of onboarding emails to new subscribers.
• Cross-posting to social media --- Create one now, or read the guide to automatically share your emails on Bluesky, LinkedIn, Twitter, and more.