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Workflow automations you build by describing them

No canvas, no nodes, no if-this-then-that puzzle. Tell Zoye what should happen when a lead comes in, a deal goes quiet or a task goes overdue, and it writes the automation, runs it, and reports back.

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Just ask Zoye

If a new lead has not been contacted in 2 days, remind the owner

Z

On it. I'll take care of it and let you know.

Type it or say it out loud. No menus to learn first.

No code
describe it and Zoye sets it up
Every tool
in your workspace can trigger and act
24/7
runs while you sleep
Every run
logged and reversible
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A few steps, and the main one is you talking

The visual builder exists. You are just never forced to open it.

  1. 1

    Say what you want

    "Every new lead should get a follow-up within 10 minutes." Plain words, in the web app, on WhatsApp or in Slack.

    MoreLess

    No trigger dropdowns to learn.

  2. 2

    Zoye writes the rule

    Zoye turns what you said into a real trigger, conditions and actions, then shows you the finished rule, written out simply, before anything runs.

  3. 3

    You approve it

    One tap.

    MoreLess

    Nothing goes live until you say yes, and you can edit any part of it later in the Automations panel or by asking again.

  4. 4

    It runs and reports

    Every run is logged with what fired, what changed and what it sent.

    MoreLess

    Ask "how many leads did it handle this week?" and you get the number.

What people automate first

Real rules running in Zoye workspaces today. Copy one, or describe your own version and Zoye adapts it.

Sales

Instant lead follow-up

When
A new lead lands from your site, ads, a form or WhatsApp
Then
Assign an owner, send the first reply, and create a follow-up task due in 24 hours
Sales

Nothing goes quiet

When
A deal has not moved stage in 7 days
Then
Raise its priority, ping the owner, and add a nudge task with the last thing that happened
Sales

Won deal onboarding

When
A deal moves to Won
Then
Create the onboarding task list, book the kickoff, and send the welcome email
Tasks

Overdue tasks, chased

When
A task passes its due date
Then
Remind the assignee, raise the priority, and tell the owner it slipped
Tasks

Blocked tasks get flagged

When
A task is moved to Blocked
Then
Comment with the blocker, notify the lead, and raise priority so it does not sink
Tasks

Tasks close automatically

When
Every subtask on a task is done
Then
Move the parent to Done and post the summary to the workspace
Calendar

Meetings arrive prepared

When
A meeting is booked with a contact
Then
Create a prep task, attach the last three notes on that contact, and send the agenda
Team

Monday morning digest

When
Every Monday at 08:00
Then
Send each owner a daily summary of their open deals, overdue tasks and this week's meetings
Sales

Big deals get attention

When
A deal is created above your threshold
Then
Tag it VIP, add the manager as a watcher, and escalate if it stalls
Social

Comments become customers

When
Someone comments on your Facebook or Instagram post
Then
Reply to them publicly, send a private DM with the link, save them as a lead and create a follow-up
Social

Every DM gets an answer

When
Someone sends a DM or replies to your story on Instagram or Facebook
Then
Answer right away in your brand's voice, save them as a lead, and hand the chat to you when they are ready
Social

Ad leads never wait

When
Someone submits your Facebook or Instagram lead form
Then
Create the lead in the right workspace, message them on WhatsApp, and assign an owner

The building blocks underneath

You never have to touch these directly. They are what your sentence gets turned into, and what the panel shows you afterwards.

Triggers

  • A record is created (lead, contact, deal, task, event)
  • A field changes, including your own custom fields
  • A deal or task moves stage
  • An assignee, priority or tag changes
  • A due date arrives, passes, or moves
  • A comment or mention is added
  • Every subtask on a task is resolved
  • On a schedule: hourly, daily, weekly, monthly
  • Someone comments on your Facebook or Instagram post
  • A lead-ad form is submitted on Facebook or Instagram

Actions

  • Create a task, subtask, deal, event or note
  • Update any field, stage, priority or tag
  • Assign or reassign, and add watchers
  • Send an email, a WhatsApp message, a Slack message or an in-app alert
  • Add a comment or a reminder
  • Link records together, both directions
  • Call a webhook for anything outside Zoye
  • Ask the AI to do it: summarize, draft, classify, decide
  • Reply to a Facebook or Instagram comment, or DM the commenter

Everyone else sells you a canvas

With Zoye you start by describing what should happen. The builder is there when you want to check or tweak what it made.

Built by asking

Describe the outcome.

MoreLess

Zoye picks the trigger, the conditions and the actions, and explains its choice.

Edited by asking

"Also tag them VIP over 50K." It adds the condition to the existing rule instead of making you rebuild it.

Suggested for you

When Zoye notices the same manual pattern three times, it offers to automate it, with the reason it noticed.

Never silent

It confirms only what actually happened.

MoreLess

If a run fails, you hear about it with the reason, not a green tick.

The Automations panel is still there for anyone who wants to inspect, pause, duplicate or delete a rule by hand. It shows the same rules, written in the same plain English.

Automations here versus automations everywhere else

The difference is not the trigger list. It is who does the work of setting it up.

Traditional workflow builders

Zoye

Setting one up
Traditional workflow builders: Learn a canvas, pick nodes, map fields
Zoye: Describe what you want, check it, switch it on
Changing one
Traditional workflow builders: Reopen the builder and rewire it
Zoye: Say what to change, in chat
Knowing what to build
Traditional workflow builders: You have to think of it yourself
Zoye: Zoye spots the repeated pattern and offers
Where the data lives
Traditional workflow builders: Syncing between separate tools
Zoye: Same workspace as your CRM, tasks and calendar
Messaging customers
Traditional workflow builders: Bolt on a separate sending tool
Zoye: Email, WhatsApp and Slack built in and compliant
When something breaks
Traditional workflow builders: A failed run buried in a log
Zoye: You are told, with the reason and the fix

What it looks like day to day

A few real moments, handled by sending Zoye a message on WhatsApp or in the app.

Example 1

Leads that go quiet

If a new lead has not been contacted in 2 days, remind the owner

Zoye builds the rule, shows it to you, and runs it once you say yes.

Example 2

Tasks past due

When a task is a day late, remind the person it's assigned to

The reminder goes out automatically, and you are told each time it does.

Example 3

Changing your mind

Make the follow-up reminder three days instead of two

The automation is updated in place. No builder to reopen, nothing to rebuild.

Instagram · Facebook · WhatsApp

Instagram, Facebook & WhatsApp automations, all inside Zoye

Every comment, DM, ad lead and chat becomes a lead that gets an instant reply, with the whole conversation on one contact card.

  1. 1Comment to DM
  2. 2Lead ads, synced instantly
  3. 3Every chat on the contact card
  4. 4Lead Bot run by Zoye
  5. 5Payments in the chat

Instagram & Facebook

  • One inbox for DMs and comments

    Your team reads and answers every Instagram and Facebook message and comment in Chats

  • DM and story replies

    Auto-answer with buttons, a file or an AI reply in your brand's voice

  • Commenters become leads

    What they wrote is saved, and repeat commenters are matched to the same person

More (+3)Less
  • Comment to DM

    A public reply and a private DM in seconds, on a keyword, one post or every comment

  • Lead ads, synced instantly

    Lead-form submissions land as contacts in the workspace you choose

  • Every chat on the contact card

    Read the conversation and reply yourself, right from the lead

WhatsApp

  • Instant first message

    Every new lead hears from you within seconds, from any source

  • Broadcasts to the right people

    Pick who gets it by stage, source or tag, and send now or on a schedule

  • Click-to-chat link and QR code

    Anyone who messages through it becomes a tracked lead

More (+2)Less
  • Lead Bot run by Zoye

    Answers questions, qualifies, books a slot and follows up when they go quiet

  • Payments in the chat

    Leads pay straight into your account, and paid leads move to the right stage automatically

Ads & agencies

  • See which ads bring customers

    Leads from click-to-WhatsApp ads are tracked all the way to the sale

  • Know where each lead came from

    The ad or post that brought them is right on their card

  • Each brand in its own workspace

    Leads from each Page go to the workspace you pick

More (+2)Less
  • Run all your clients in one place

    Every client gets their own workspace, accounts and automations

  • Plays by the platform rules

    One DM per comment and safe reply limits, so your accounts stay healthy

The whole story in the lead card
MMayaFound you on InstagramHot lead
  1. Commented "I want" on your reel
  2. Got a quick reply, and your offer in her DMs
  3. Asked about times on WhatsApp and booked a call
  4. Saved as a lead, with a reminder for you to call her
  • 6-week program for Maya$1,200
  • She opened your proposal 3 timesHot
  • Zoye drafted the follow-up for after the callDraft
  • Likely to close by the end of the month70%
  • Send Maya the price listDone
  • Prepare talking points for Thursday's callToday
  • Follow up if there's no reply by MondayMon
  • Add her to the workshop waitlistDone
  • Call MayaThu 10:00
  • Talking points sent to your WhatsApp an hour before09:00
  • A gentle nudge if the proposal stays unopenedAuto
  • Check in a month after she buys30 days
  • Proposal - 6-week program.pdfPDF
  • Price list 2026.pdfSent
  • The photo she sent on WhatsAppImage
  • Call notes, saved after ThursdaySoon
  • Discovery call with MayaThu 10:00
  • Video link sent to her automaticallySent
  • WhatsApp reminder to her an hour beforeAuto
  • Summary and next steps land here after the callAuto
  • Comment "I want": send the offer by DMLive
  • DM reply: create the lead and tag the sourceLive
  • Call booked: remind them on WhatsAppLive
  • Proposal unopened for 2 days: send a nudgeLive
  • 30-minute discovery callThu 10:00
  • She picked the time from your link in her DMsLink
  • Confirmation sent on WhatsAppSent
  • Rescheduling takes her one tap1 tap
  • Ready to join Thursday's callReady
  • Writes the summary on Maya's cardAuto
  • Turns "send me the agreement" into a taskAuto
  • Sends you the recap on WhatsAppAuto
  • Instagram leads this month48
  • Hot leads to call this week12
  • Workshop waitlist31
  • Kept up to date as leads move, no manual sortingAuto

Just ask Zoye

  • Set upWhen someone comments "I want" on my post, DM them my offer↵
  • ManageInvite everyone who chatted with us this month to our open day
  • ImproveWhich ad brought the most paying customers this month?

Z

Facebook & Instagram automationsSee everything it can doWhatsApp AutomationsSee everything it can do

Automating WhatsApp specifically?

Auto-replies, a qualifying bot, audiences that update automatically and scheduled broadcasts run on the official WhatsApp Business Platform, with opt-in and pacing handled for you.

WhatsApp Automations

Automations FAQ

What can be automated, how it is built, and what happens when it goes wrong.

Do I need to know how to build workflows?
No. You tell Zoye what should happen and it turns that into a working rule, then shows you what it built before it runs. If you prefer clicking, the Automations panel has a normal builder too, but nobody is required to use it.
What can trigger an automation?
Records being created, any field changing (including your own custom fields), a stage or priority or tag moving, an assignee changing, a due date arriving or passing, a comment or mention, all subtasks being resolved, and plain schedules like every Monday at 08:00.
What can an automation actually do?
Create and update any record, move stages, assign people, add comments and reminders, link records both ways, send email, WhatsApp, Slack or in-app messages, call a webhook for anything outside Zoye, and hand a step to the AI when it needs judgement rather than a rule.
Can it message customers on WhatsApp?
Yes, through the official WhatsApp Business Platform, with message approval, consent and opt-out handled for you. See the WhatsApp Automations page for the full set.
What if an automation does the wrong thing?
Every run is logged with what fired, what it changed and what it sent, so you can see exactly what happened and undo it. You can pause any rule instantly, and anything that deletes asks you first.
Is this available on every plan?
Automations are part of the Growth plan and above. You can see the current plan details on the pricing page.
Can automations reach Facebook and Instagram?
Yes. A comment on a connected Facebook or Instagram post is a trigger like any other, and replying publicly or sending the commenter a private DM are actions like any other. So "when someone comments PRICE on my post, DM them the pricing page, save them as a lead and remind me to call tomorrow" is all you need to tell Zoye. Lead-ad submissions arrive as new leads and can start any automation you already have.
Still have questions? hello@zoye.io

From Our Blog

Short guides on this topic, from our blog.

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Twenty concrete workflow automation examples with the trigger, the condition, the actions and what each one is worth. Grouped by where the money actually leaks.

Aug 12, 2026
18 min read
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CRM Automation: What It Really Covers, and How It Quietly Goes Wrong

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CRM automation is more than email sequences. The five things it should cover, the failure modes nobody writes about, and the governance that keeps it honest.

Aug 12, 2026
18 min read
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How to Automate Follow-Ups in 2026 (Without Dropping the Ball)

AutomationSmall BusinessAI

A practical guide to automating follow-ups over email and WhatsApp: sequences, timing, templates, and moving from manual reminders to an AI that chases for you.

Jul 20, 2026
14 min read

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