Flows (Automation)

What flows do

A flow is an automation that runs steps for you.

Think: when something happens → do these steps.

Flows are used for:

Follow-ups and nurture sequences
Appointment reminders
Internal task handoffs
Automated emails and notifications

Key parts of a flow

Trigger: what starts the flow (example: form submitted, tag added)
Conditions: rules that decide which path to follow (example: “has tag VIP”)
Actions: what the flow does (send an email, wait, update a record, etc.)
Targeting filters: optional list/tag include/exclude rules for tighter audience control

If you are brand new, start with Flow Triggers and then review Flow Steps. For milestones and go-live changes, see Flow Goals and Flow Drafts and Publishing.

Generate a flow with AI

Use AI Flow Builder when you want Hiveality to draft a complete email flow from a prompt.

Describe the flow

Explain the audience, goal, offer, timing, and any pages, funnels, or products the emails should reference. Use Add reference or type @ to mention saved resources from this site.

Choose the flow style

Pick a flow type, style preset, header/footer preference, and image quality.

Review the plan

Edit the flow name, URL slug, trigger summary, email subjects, preview text, calls to action, and delays before generating.

Generate and refine

Hiveality creates the flow, email steps, and editable email drafts. Open the flow to test triggers, timing, and messages before publishing.

If your prompt includes pasted source copy, choose whether Hiveality should preserve it closely, lightly edit it, or freely rewrite it for the flow.

For references that support layout matching, click the reference chip to choose Content, Layout, or Both before generating.

Builder updates (May 2026)

Step badges now summarize waiting, completed, error, opted-out, sent, delivered, opened, and clicked activity with fewer refresh delays in larger flows.
The flow sidebar and top controls were refined for faster editing in larger flows.
Trigger and wait configuration now supports searchable list/tag selectors with inline create/manage actions.
Date-based trigger/wait setup now includes explicit trigger time controls to reduce timing ambiguity.

For setup details, see Flow Triggers and Wait Until.

Build a simple first flow (recommended)

Open Flows

Build and manage automation flows.

In App

Pick a trigger

Choose something you can test quickly (like a form submission).

Add one wait and one message

A common pattern is: - Wait 5 minutes - Send a welcome email

Test it with a single contact

Trigger the flow once (submit the form yourself) and confirm the contact moves through the steps.

Start small. A flow that works reliably for one test contact is easier to expand than a big flow that’s hard to debug.

Common flow patterns (copy the idea, customize the content)

Welcome flow: form submission → wait → send email → tag contact
Reminder flow: booking created → wait until date/time → send reminder
Re‑engagement: last activity > X days → send email → if opened/clicked, branch

Troubleshooting (quick checks)

If contacts don’t enter: confirm the trigger event actually happened (and matches the flow trigger)
If contacts look “stuck”: check for a Wait step that is waiting on a condition/time that never becomes true
If emails aren’t sending: confirm email settings and that the contact is eligible to receive messages

Email Builder

Design emails for campaigns and flow steps.

Flow Steps

Learn the building blocks of a flow and when to use each step.

Flow Triggers

Pick the right trigger and test it quickly.

Test a Flow

Validate a flow end-to-end before you turn it on.