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Workflows

Follow-up that runs itself.

Pick a trigger, chain the steps and switch it on. Leadey sends the messages, updates the lead and moves the deal, on every channel.

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Free to start Included on every plan
Workflows2,840Ask OriSK
No-show recoveryActive128 runs · exits on reply
TriggerMeeting no-show
ActionSend SMS · rebook link
Wait for eventReply · up to 2 days
RepliedExit · meeting booked
No replyCreate call task · owner
Ravi replied and left the workflow
No reply in 2 days · call task for Nina
17 triggers
Start from a new lead, a reply, a booked or missed meeting, a deal moving stage, a smart view match or a date being reached.
19 building blocks
Send email, SMS, WhatsApp and LinkedIn steps, wait for replies or clicks, branch with if/else or an A/B split, and update leads and deals.
Safe by default
Leads exit when they reply or book, risky enrollments wait for approval, and big batches are previewed and paced.
How it works

Automate a follow-up in three steps.

01

Choose the trigger

Pick what starts the workflow, then scope it to the whole workspace or to specific campaigns and smart views.

Trigger17 available
M
 Meeting no-showAny booking page
Selected
R
 Reply receivedAny channel
Trigger
D
 A date is reached30 days before renewal date
Trigger
02

Build the steps

Chain messages, waits and conditions. Wait for a reply or a click with a timeout, split traffic A/B, set status, assign an owner or call a webhook.

No-show recovery5 steps
1
 Send SMS · “Sorry we missed you”With a rebooking link
Action
2
 Wait for reply · up to 2 daysExits on reply
Wait
3
 Create call task for the ownerIf no reply
Action
03

Switch it on safely

Workflows start as drafts. Preview a batch before enrolling, pace it daily, and see every run with retries for anything that failed.

RunsLast 30 days
E
 Enrolled · 412Active 64 · completed 318
Live
X
 Exited on reply · 27Stopped as intended
Exited
!
 Failed · 3Retry from run history
Retry
One platform

Connected to the rest of Leadey.

See the whole platform
Multichannel campaigns Email, LinkedIn, SMS and WhatsApp in one sequence Learn more Leadey MCP Run Leadey from Claude, ChatGPT or any MCP client Learn more Reporting Calls, meetings, pipeline and campaign performance Learn more
Leadey MCP

Do it from your AI assistant.

Ask Claude, ChatGPT or any MCP client. It signs in as you and can only do what your role allows.

Connect your assistant
Your AI assistantLeadey connected
describe_workflow_builderrunning
create_workflowrunning
Created “No-show recovery” as a draft with 3 steps. Review it and switch it on when you’re ready.
6 hrs
saved per rep, weekly

“No-shows get a text within minutes and a call task if they go quiet. It runs every day without anyone remembering to do it.”

AM
Aisha Morgan
Founder, Loomstack
FAQ

Workflows, answered.

Leads being created or entering a campaign, status changes, replies on any channel, LinkedIn accepts, logged calls or activities, meetings booked, upcoming, attended or missed, opportunity changes, smart view matches and dates.

Put your follow-up on autopilot.

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