Automations Mastery: Build Workflows That Work

Key Points:

1. Automation Overview & Interface (00:11–04:29) – Introduction to FBS automations, navigation, and workflow creation.
2. Triggers, Actions, and Conditions Explained (04:31–07:35) – The building blocks of every workflow and how they interact.
3. Building a Simple Workflow (07:55–13:32) – Step-by-step setup: trigger on tag addition, filter by tag, and name your workflow.
4. Workflow Assistant & Learning Tools (13:13–14:39) – Using built-in help and AI explanations for each workflow node.
5. Testing & Publishing Workflows (15:06–23:14) – How to test, publish, and troubleshoot workflows with real contacts.
6. Adding Actions: Wait Steps & Email Sends (16:27–26:19) – Chaining actions, scheduling delays, and sending automated emails.
7. Branching Logic with Conditions (28:45–37:06) – Using if/else branches to segment contacts and personalize actions.
8. Copying, Moving, and Managing Workflow Steps (37:08–41:41) – Efficiently building, copying, and moving nodes within workflows.
9. Real-World Use Cases (48:12–49:15) – Automating onboarding, payment, and welcome sequences for new clients.
10. Built-In Templates & Support (49:18–51:13) – Leveraging pre-built automations and accessing support resources.

Key Takeaways:

• Automate onboarding and follow-up by building workflows triggered by tags or actions.
• Use conditions and branches to personalize communications based on contact details.
• Test and publish workflows to ensure automations run as intended.
• Leverage built-in templates for common automation scenarios.
• Monitor workflow statistics to track engagement and optimize processes.

Notable Quotes:

• “The basis of these automations is that they are built with three things in mind: triggers, actions, and conditions.”
• “You set it up once and in the contact area, all you’re doing is to go ahead and add the tag to them.”
• “Anything is possible from here… you set it up one time, and that’s what we want to achieve with the automations.”

Action Steps from the Call:

1. Create a new workflow in FBS using a trigger relevant to your client journey.
2. Add wait steps and automated emails to streamline onboarding or follow-up.
3. Use if/else conditions to segment contacts and personalize communications.
4. Test and publish your workflow, then monitor enrollment history and stats.
5. Explore and adapt built-in automation templates for your business needs.

Resources & Tools Mentioned:

• Focused Business Suite (FBS): CRM and automation platform.
• Workflow Assistant: Built-in help and AI explanations for workflow nodes.
• Automation Templates: Pre-built workflows for common scenarios.
• Contact Segmentation: Tags and conditions for personalized journeys.
• Support: Reach out to support@focused.com for help.

Call Date: August 14, 2025