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Platform/Email Automations

Build the follow-up.
Let the flow do the work.

Connect a trigger to emails, waits, conditions and CRM actions. Test the path, activate your workflow and follow each run through to its result.

Email AutomationsIN YOUR WORKSPACE
New project inquiryActive

Form submitted

trigger
Project inquiry · New response

Update customer

action
Update: Trigger Record

Send welcome email

action
Template: Welcome + booking
Form → CRM → email
Native automation nodes · Sample workflow
A flow you can follow from start to finish

See the trigger, path and outcome in the run history.

Receive the triggerRun the connected stepsInspect the completed actions
THE SHORT ANSWER

What are Spacebrain Email Automations?

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.

01 / THE MOMENT THAT MATTERS

Routine follow-up should not rely on memory.

Give customers a deliberate path after the first inquiry. Set the message, timing and branch conditions, then inspect what happened when the workflow runs.

See the first workflow
A little nudge. Right on time.
Run historyExample run
PROJECT INQUIRY / AVERY COLE

Every step has a story.

Form submittedCompleted
Update customerCompleted
Send welcome emailCompleted

Open the execution to review the step, inputs and outcome.

02 / THE CONNECTED NEXT STEP

See usage alongside the work

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 first workflow
New project inquiryActive

Form submitted

trigger
Project inquiry · New response

Update customer

action
Update: Trigger Record

Send welcome email

action
Template: Welcome + booking
Form → CRM → email
Native automation nodes · Sample workflow
A CLOSER LOOK

What you can do

Design 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.

01

Start with a template or an AI-assisted plan

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.

02

Give different customers different paths

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.

03

Build a deliberate email cadence

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.

04

Resolve setup issues before activation

Review required connections and validation errors. Test representative internal records, inspect the result, and confirm recipients and branch paths before enabling customer outreach.

05

Find the run that needs attention

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.

06

See usage alongside the work

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.

Put Email Automations to work in your business.

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YOUR FIRST WORKFLOW

How it works

See the trigger, path and outcome in the run history. Here is a practical starting point for your setup.

01

Define

Choose the audience, event, goal, and customer context that begins the journey.

02

Build

Add messages, waits, branches, ownership, and the CRM actions that follow.

03

Verify

Check connections and readiness, then dry-run the complete path before publishing.

04

Operate

Inspect each run, resolve exceptions, and improve the next published version.

Watch the whole Spacebrain workspace in motion
WORKS BETTER TOGETHER

Connected tools

Explore six tools to use alongside Email Automations.

MADE FOR REAL WORK

Automate email around the moments your team already manages.

01

New lead follow-up

Acknowledge the inquiry and guide the lead toward a reply or booking.

02

Appointment journeys

Send confirmations, preparation details, reminders, and follow-up.

03

Proposal follow-up

Respond to proposal activity with relevant timing and ownership.

04

Re-engagement

Reconnect with eligible leads using controlled, context-aware sequences.

A FRESH ALTERNATIVE

Small team.
Big possibilities.

Evaluating HubSpot or GoHighLevel? Explore a workspace that brings customer records, marketing, AI and daily work together. Start with the job you need to solve.

Compare the fitExplore our Trust Center
BEFORE YOU START

Questions & answers

Practical answers for planning the work.

Visit the Help Center
What is a practical first workflow for Email Automations?

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.

What can start an email workflow?

Configured triggers can include new leads, form activity, stage changes, bookings, replies, timing rules, and other connected events.

Can emails use CRM information?

Yes. Use the contact, ownership, service, source, and other available lead details to shape the message.

Can follow-up stop after a reply or booking?

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.

Can I build different journeys for different leads?

Yes. Use rules and branches to create different paths by source, service, qualification, behavior, or stage.

Are replies connected to the lead?

Yes. Replies can stay on the shared lead timeline and notify or assign the right person.

What is the difference between workflows and sequences?

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.

Will an AI-generated plan start contacting customers?

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.

YOUR NEXT MOVE

A flow you can follow from start to finish.

Connect a trigger to emails, waits, conditions and CRM actions. Test the path, activate your workflow and follow each run through to its result.