Automated Workflows
Have real-time text conversations with customers from your desktop or mobile app. No need for personal phones—everything stays organized and synced to your CRM.
About
Automated Workflows in MorePie let you build smart sequences of actions based on triggers like form submissions, missed calls, tag updates, and more. Whether you're nurturing leads, assigning tasks, or sending reminders, workflows keep everything running in the background—so you don’t have to.
Set it once, and let the system handle the follow-up for you.
Key Benefits
- ⚡ Respond instantly – Trigger follow-ups automatically based on behavior or missed calls
- 🔁 No more forgotten tasks – Every lead is followed up with, every time
- ⏳ Save hours a week – Let the system automate admin work and follow-ups
- 🧠 Smart logic – Use conditions, delays, and branching to create intelligent sequences
- 📈 Increase conversion – Timely, automated engagement keeps leads hot and moving forward
Use Cases
Automated workflows are perfect for small businesses that want to stay responsive without having to constantly watch the clock. Whether it's following up with leads, reminding clients of appointments, or sending review requests, workflows make sure nothing slips through the cracks and your customer experience stays smooth.
- A cleaning company wants to automatically follow up with leads who haven’t booked yet
- A pressure washing business sends appointment reminders 1 day before the job
- A med spa sends a review request after a client finishes their treatment
- A home services company auto-tags repeat clients and nurtures them with loyalty offers
- A sales team automates internal task assignments when a quote form is submitted
Automation Ideas
These workflows take the pressure off your team by doing the busywork behind the scenes. Imagine never having to remember when to follow up, or manually message clients about appointments—your system simply takes care of it for you, consistently and correctly.
- Missed call? Trigger an instant text: "Sorry we missed you—how can we help?"
- Form submitted? Start a nurture sequence with emails + texts
- Quote requested? Send internal Slack alert, assign task, and start lead follow-up
- Tag added: “Follow Up”? Launch a delayed sequence to check back in a few days
- Customer hasn’t booked in 30 days? Trigger a win-back text + discount code
- VIP list? Send birthday promos or reminders for recurring services
