Automation

Stop doing the same lead-handling steps by hand. Let Brixi automatically assign new leads, send follow-ups, create tasks, and run timed outreach the moment a customer or sales event happens, while your team stays in control of the decisions that matter. Workflows react to events; sequences run planned, multi-step follow-ups over time.

Entry pointAutomation

Who Can Do This

You need permission to view or manage workflows, sequences, templates, and connected channels — typically admins, sales managers, operations managers, and campaign managers.

Choose the Right Automation Tool

Use this	When you need to	Start here
Workflows	React to a lead, deal, task, form submission, status change, or other event.	Create a Workflow
Workflow templates	Start from a proven automation pattern instead of building from a blank canvas.	Use Workflow Templates
Lead distribution	Assign new leads to the right user or team automatically.	Distribute Leads Automatically
Sequences	Send a planned series of follow-ups across email, WhatsApp, SMS, or tasks.	Create a Sequence
Reports	Check whether automations ran, failed, skipped steps, or generated engagement.	Automation Reports and Analytics

Start With a Safe Workflow

Before you publish an automation, write down the business rule in plain language:

1. What should start the automation?
2. Which leads or customers should be included?
3. What should Brixi do first?
4. When should Brixi wait, branch, assign, message, or stop?
5. Who should review the results after it runs?

Use a small test audience first. Confirm owners, messages, tasks, timing, and reports before you turn the automation on for a larger team.

Keep Automation User-Friendly

• Use clear names so managers can tell what each automation does.
• Add filters that prevent customers from receiving the wrong message.
• Keep message templates approved and up to date.
• Review AI-assisted messages, summaries, and suggestions before customers receive them.
• Pause or adjust automations when your sales process, campaign, or team structure changes.

When Automation Needs Attention

Check automation settings if reminders stop, assignments look wrong, customers receive duplicate messages, or expected follow-ups are not created. Workspace admins can review rules, connected channels, enrollment history, and recent automation runs.

Troubleshooting

Problem	What to check
Automation is missing from navigation, or you can't create or publish	That's a permissions question — ask your admin to check your role before going further.
Duplicate messages or follow-ups that never arrive	Work through Automation Reports and Analytics first.
Enrollment history shows a record matched a published automation, but nothing ran	See Getting Help — include the automation name, the record, and a screenshot.