Make your business run smoother, with less hands-on effort.
Workflows are the secret behind those businesses that feel sorted. You know the ones, emails go out on time, leads get followed up, nothing slips through.
Here’s what a workflow actually is, why it matters, and how you can set one up using BrandSuite.
What is a workflow?
A workflow is a series of automated actions triggered by something, like a new lead filling in a form, booking a call, or missing an appointment.
Think of it as a behind-the-scenes system that runs without you.
For example:
New lead → Sends welcome email → Adds to CRM → Notifies your team → Sends follow-up SMS in 1 day
It’s about saving time, staying consistent, and never missing a chance to connect.
Why workflows matter
- No more manual tasks
Stop copying and pasting emails or setting reminders for follow-ups. - Better client experience
Every lead hears from you fast. Every client feels looked after. - Fewer mistakes
No forgotten messages. No missed steps. - More time for growth
You’re free to focus on strategy, sales, or switching off.
Common workflows you can use in BrandSuite
1. Lead capture workflow
- Trigger: Lead fills out a form or downloads a freebie
- Action: Sends welcome email, tags contact, assigns to sales pipeline
2. Appointment confirmation
- Trigger: Call booked via your calendar
- Action: Sends confirmation email + SMS, reminds them 1 hour before
3. Missed call follow-up
- Trigger: Missed incoming call
- Action: Sends SMS saying “Sorry we missed you, here’s how to book a time”
4. Client onboarding
- Trigger: New client added to CRM
- Action: Sends onboarding email, checklist, welcome video
5. Review request
- Trigger: Job marked as complete
- Action: Sends SMS asking for Google review, with direct link
How to build a workflow in BrandSuite
- Choose your trigger
What kicks it off? A form? A booking? A tag? - Add actions
Send an email, SMS, assign a tag, add to pipeline, notify your team—whatever steps make sense. - Set the timing
Instant? One day later? After a condition is met? - Test it once
Make sure it runs as expected. - Switch it on
Then let it work its magic while you work on growing.
BrandSuite makes workflows feel effortless
You don’t need to be techy. You don’t need to write code.
Just drag, drop, and go.
Everything runs under your own brand, and you can tweak flows anytime.
Start with one workflow, feel the difference, then build out from there.
Want help setting your first one up?
Book a walkthrough at www.brandsuite.com.au and we’ll show you how.