Automation Flows Are Simply Sets of Instructions (Nothing More)

Automation sounds complex until you strip it down. It’s not magic. It’s not AI thinking for you. It’s simply a set of instructions that start, do things in order, and then stop. In this episode, we finally stop talking about theory and actually build the automation using the process map from Episode 2.

Everything starts with a trigger. In this case:
a form submission.
When a lead fills out the information collection questionnaire on the website, the system wakes up. No trigger, no automation—nothing moves.

Once the trigger fires, the workflow follows a strict sequence. No guessing. No jumping around.

What the automation does (in order):

• Form is submitted

• A tag is added to the contact (identity matters)

• Owner gets an SMS notification

• Owner gets an email notification

• Lead receives a calendar booking email

• Workflow ends

That’s it. Simple on purpose. Complexity later.

Tags are the quiet heroes here. They tell you where a contact came from and why they matter. Months later, when you’re staring at your CRM wondering “who is this person?”, the tag already answered the question. Automation without tagging is just noise.

Notifications come next—for humans. Systems don’t replace people; they alert them. The owner gets an SMS and an email because speed matters. Missed form = missed money.

Finally, the system hands control back to the lead.
They get an email.
They book the call.
No back-and-forth. No chasing.

The real takeaway:

• Automations are linear, not clever

• Triggers start everything

• Tags give context

• Notifications reduce human error

• Testing happens before deployment (always)

Automation isn’t AI thinking for you.
It’s you thinking once—so the system remembers forever.