Automation

Our LEDSAK.AI platform offers powerful automation capabilities to streamline your business processes. With our solution, you can create unlimited automated workflows tailored to your specific need

We enable you to create unlimited automated workflows tailored to your specific needs, whether you're managing multiple products, teams, or sales processes.

📘 Automation Setup Guide

This guide helps you understand how to create an automation that performs specific actions based on triggers and conditions for leads in your system.

Guide Tutorial:

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🛠️ Step-by-Step: Creating an Automation

1. Automation Title

• Enter a name for your automation. Example: Assign Lead Based on Source

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2. Trigger Configuration

• Trigger Type: Choose what should start the automation. Options include:

  • New Lead Created

  • Lead Updated

  • Activity Logged

• Trigger Action: Select a specific event related to the trigger. Example: If Trigger Type is “Lead Updated”, Trigger Action could be “Status Changed”.

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3. Setup Section (Optional)

• Click on + Add Setup to add a setup block.

• Setup Type: Choose any additional setup logic or prerequisites that must happen before the condition check.

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4. Conditions

• Conditions define the rules that must be met to execute the actions.

You can add multiple conditions. Each condition has:

• Type: Choose from:

  • Lead Fields (e.g., name, email, city)

  • Group

  • Stage

  • Branch

  • Source

  • User

• Field Name: Select the specific field relevant to the selected type.

• Condition: Set the logic (e.g., Equals, Contains, Starts With, etc.)

• Value: The actual value you want to compare against.

💡 Example:

• Type: Source

• Field Name: Lead Source

• Condition: Equals

• Value: Website Form

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5. Actions

• Choose what should happen when the condition is true.

Each action includes:

• Action Type: Example: Field Update, Send Email, Assign to User, etc.

• Field/Action Detail: Example: Assign Lead Field to Sales Team

➡️ You can add more than one action by clicking + Add Action.

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✅ Final Step: Save Automation

Click Save Automation once everything is configured. Your automation will now run whenever the defined trigger and conditions are met.

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🔄 Example Use Case

Automation Title: Assign Website Leads to Sales

• Trigger Type: Lead Trigger

• Trigger Action: New Lead

• Setup Type: Any condition can be met

• Conditions:

  • Type: Source

  • Field Name: Lead Source

  • Condition: Equals

  • Value: Website Form

• Actions:

  • Action Type: Assigned To Team

  • Assign Lead Field: Assign to Sales Team

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Key Observations:

1. Clarity:

   • Automation is made more powerful and accessible—no coding expertise required.

2. Improvements:

   • Easy to Automate Bases on Lead Field, Stage, Group, Branch, Assigned user, Activity Workflow.

   • Actions types- User update, team update, source update, stage update, group update, Email for first lead come, Whatsapp for first lead come.