Automations are the engine of Myra. They allow you to build sophisticated business logic that runs 24/7, ensuring that no lead is forgotten and every client receives timely, personalized communication. If a task is repetitive, it should be an automation.
The Visual Workflow Builder
Our builder is designed to be powerful yet accessible. It uses a "Flowchart" style where you can drag and drop elements to create complex paths.
- The Trigger (The "When"): Every automation starts with a trigger. This is the event that wakes up the workflow (e.g., "A contact submitted a form").
- The Filter (The "If"): Triggers can be refined. Instead of running for every form submission, you can set a filter: "Only run if 'Budget' is greater than $1,000."
- The Action (The "Do"): This is what the system actually does (e.g., "Send an SMS").
Advanced Logic Steps
Beyond simple "If/Then" statements, Myra supports complex logic:
- Wait Steps: Pause the workflow for a set amount of time (e.g., "Wait 2 days") or until a specific condition is met (e.g., "Wait until the contact clicks a link in the previous email").
- Conditional Branching: Create multiple paths. If a contact has the tag "VIP," send them to Path A; everyone else goes to Path B.
- Date-Based Triggers: Run workflows based on a date in a contact field. Perfect for "7 Days Before Renewal" or "Happy Birthday" messages.
- Loop Prevention: The system automatically prevents "Infinite Loops" (e.g., Automation A triggers B, which triggers A). You can also set a "Frequency Cap" to ensure a contact doesn't receive the same automation twice in 24 hours.
Powerful Integrated Actions
Automations can control almost every part of the Myra platform:
- Messaging: Send Emails, SMS, and even WhatsApp messages using your pre-designed templates. Email steps let you choose the recipient: the lead/contact, all team members, specific team members (multi-select from your workspace), or a custom address — with full subject and body customisation including merge tokens like
{{contact.first_name}}and{{signature}}. - CRM Management: Automatically move a lead to the "Negotiation" stage, add a "Hot Lead" tag, or assign the contact to a specific sales rep.
- Communication: Trigger a "Bridge Call" that automatically dials your salesperson and, once they answer, dials the lead.
- AI Steps: Send the contact's recent history to an AI agent to generate a personalized "Summary Note" or a "Draft Reply" for a human to review.
- External Integration: Use the "Webhook" step to send data to an external ERP, accounting software, or custom database.
Automation Best Practices
- Always Add Delays: Sending an automated email 0.1 seconds after a form submission feels robotic. Adding a "Wait 5 Minutes" step makes the interaction feel more human.
- Use Stop-Loss Criteria: Set "Exit Conditions." For example, if a contact books a meeting, they should immediately be removed from the "Request a Meeting" nurture sequence.
- Test with "Test Contacts": Before publishing a 10-step sequence, use the "Run Test" feature to see how a sample contact moves through the logic.
- Version Control: Myra keeps a history of your workflow versions. If a change causes issues, you can roll back to the version from yesterday with one click.
Real-World Examples
- Missed Call Recovery: Trigger: "Inbound Call Missed." Action: "Wait 1 minute," then "Send SMS: 'Sorry we missed you! We're busy helping another client, but you can book a call-back time here: [Link]'."
- Event Onboarding: Trigger: "Booking Confirmed." Action: "Send Email (Confirmation)," "Wait until 1 hour before event," "Send SMS (Reminder with Zoom Link)."
- Churn Prevention: Trigger: "Tag 'Lapsed' added." Action: "Notify Account Manager," "Wait 24 hours," "If contact still has 'Lapsed' tag, send 'We Miss You' discount code."
Monitoring and Debugging
The Workflow History tab is your best friend. It shows a live log of every contact currently in the workflow.
- Successes: Contacts who completed the flow.
- Pending: Contacts currently sitting in a "Wait" step.
- Failed: If an email bounced or a webhook returned an error, the system will highlight exactly which step failed and why.
FAQs
How many automations can I have? There is no limit to the number of workflows you can create. However, each plan has a limit on the total number of "Automation Steps" executed per month.
Can I share a workflow with another workspace? Yes. You can export a workflow as a "Snapshot" and import it into any other Myra workspace you manage.