Workflows that run your follow-up for you
Trigger on any event in the CRM, branch on what the contact did, wait, send, tag and hand off. Or just describe the workflow and let AI build the draft.
New lead follow-up
Sample data
Trigger: Form submitted
Free roof inspection
Send SMS
“Hi {{contact.first_name|there}}, thanks! Pick a time: …”
Wait for reply
up to 2 days
Replied
AI classify
Ready to book? Has questions?
No reply
Create call task
Round robin to sales
1,284 enrolled · 61% replied · 212 booked
Automation is included.
So is every other module, in one app.
- $0 to self-host, forever
- Your own keys, no markup
- Sandbox mode: try it with zero keys
What you can do
From sales call to website
When a call ends, AI summarises it, researches the business, builds a website and chatbot, then waits for your OK before texting the link.
Dozens of triggers
Form submitted, appointment booked, payment failed, deal stale, birthday, inbound webhook and many more.
Real logic
If/else branches, waits, goals like 'wait for a reply', random A/B splits, loops and AI classify to route contacts by intent.
AI phone call step
A workflow step can have a voice agent phone the contact, or add them to a Power Dial list.
Run on a schedule
Hourly, daily, weekly or monthly runs, plus date reminders, stale deals and task reminders.
Webhooks in and out
Each workflow gets its own URL to receive data, and webhook steps can retry and sign their requests.
Build by chatting
Describe it in plain English. Follow-ups like 'add a 2-day wait' show a diff before anything changes.
See every step
Per-contact execution history with Skip wait and Stop, and test runs that show the path taken.
Builder that keeps up
Undo, redo, copy and paste steps between workflows, and keyboard shortcuts for everything.
Questions about Automation
Can Imago's AI make outbound calls?
Yes. Voice agents can call contacts from a workflow, a contact record or the API, book appointments, send a confirmation text and leave a voicemail when a machine answers, only during your calling hours.