Wingman AI sales and marketing CRM logo
Autopilot

Automations that follow up so you don't have to

Visual workflow builder with triggers, conditions, waits and multi-channel actions.

Speed to lead wins deals. Wingman's workflow builder lets you launch a proven follow-up sequence the moment a lead raises their hand, then keeps nurturing them until they book, buy or opt out.

Workflow Automation visualized as a holographic Wingman interface

What Workflow Automation does

Visual builder

Drag triggers, if/else branches, wait steps and goals onto a canvas — no developer, no code.

Multi-channel actions

Send SMS, email, ringless voicemail, WhatsApp and internal notifications from a single sequence.

Prebuilt recipes

Speed-to-lead, no-show rescue, database reactivation, review requests and post-sale onboarding ship ready to launch.

Smart conditions

Branch on tags, pipeline stage, replies, appointment status or custom values so every lead gets the right message.

What it means for your business

  • Instant response to every new lead
  • Long-term nurture without manual work
  • Fewer no-shows with automated reminders
  • Reactivate cold databases on demand

Workflow Automation FAQs

Do automations stop when someone replies?

Yes. Goal events and reply detection pull a contact out of a sequence the moment a human should take over.

Can I test a workflow before going live?

Every workflow has a test mode plus full execution logs so you can see exactly what fired and when.

Keep exploring

Ready to fly with a wingman?

See Wingman run your follow-up, booking and reviews live — in 30 minutes, on your business.