Connect a trigger to emails, waits, conditions and CRM actions. Test the path, activate your workflow and follow each run through to its result.
Form submitted
triggerUpdate customer
actionSend welcome email
actionSee the trigger, path and outcome in the run history.
Spacebrain Email Automations lets you connect supported triggers, messages, conditions, and waits in a visual workflow. Use CRM details to personalize follow-up, review setup and required connections, and inspect execution results. Sequence exit and branch behavior must be configured and tested for the events you need.
Give customers a deliberate path after the first inquiry. Set the message, timing and branch conditions, then inspect what happened when the workflow runs.
Open the execution to review the step, inputs and outcome.
Review active and draft automations, execution totals, and recorded credit spend. Usage reporting helps you understand which automations are running and where to investigate cost.
Form submitted
triggerUpdate customer
actionSend welcome email
actionDesign the follow-up, review the setup, and see where each run stands. Available actions depend on the workflow type, your plan, and the accounts you connect.
Browse templates by category and review their requirements. For supported workflows, ask AI to propose a draft, then inspect the trigger, steps, and setup issues before applying it.
Connect supported triggers, actions, conditions, and waits in the visual editor. Use available CRM variables to personalize messages and check eligibility before customer-facing actions.
Use sequences for ordered Send Email and Wait steps. Enroll eligible CRM records in an active sequence and review their progress instead of keeping a separate follow-up spreadsheet.
Review required connections and validation errors. Test representative internal records, inspect the result, and confirm recipients and branch paths before enabling customer outreach.
Search runs and filter by status. See waiting, completed, and failed work, then open the execution to investigate the affected step before deciding whether to retry.
Review active and draft automations, execution totals, and recorded credit spend. Usage reporting helps you understand which automations are running and where to investigate cost.
See the trigger, path and outcome in the run history. Here is a practical starting point for your setup.
Choose the audience, event, goal, and customer context that begins the journey.
Add messages, waits, branches, ownership, and the CRM actions that follow.
Check connections and readiness, then dry-run the complete path before publishing.
Inspect each run, resolve exceptions, and improve the next published version.
Explore six tools to use alongside Email Automations.
Acknowledge the inquiry and guide the lead toward a reply or booking.
Send confirmations, preparation details, reminders, and follow-up.
Respond to proposal activity with relevant timing and ownership.
Reconnect with eligible leads using controlled, context-aware sequences.
A new project form should start a welcome sequence. Start by following these steps: receive the trigger; run the connected steps; inspect the completed actions. See the trigger, path and outcome in the run history.
Configured triggers can include new leads, form activity, stage changes, bookings, replies, timing rules, and other connected events.
Yes. Use the contact, ownership, service, source, and other available lead details to shape the message.
Configure and test the exit or branch behavior supported by your workflow. Do not assume every sequence stops automatically for every event. Where an automatic exit is not available, have the owner pause or exit the enrollment.
Yes. Use rules and branches to create different paths by source, service, qualification, behavior, or stage.
Yes. Replies can stay on the shared lead timeline and notify or assign the right person.
Workflows react to triggers and connect supported actions, conditions, waits, and record updates. Sequences organize an ordered email cadence for enrolled records using Send Email and Wait steps. Choose based on whether you need connected business logic or a repeatable outreach schedule.
A proposed workflow is a draft to review, not proof that the setup is ready. Inspect connections, branches, recipients, and provider settings on the canvas before activating it.
