Automation
Automations are no-code workflows that react to events and do work for you — replying, tagging, branching, waiting, handing off to a human, calling external services and more. Build them visually by dragging and connecting nodes.
Location: Automations (/app/automations)
📸 Screenshot: The automations list.
How an automation works
Every automation has:
- A trigger — what starts it.
- A series of nodes — the steps it runs, connected into a flow.
Triggers
An automation can start when:
| Trigger | Fires when… |
|---|---|
| Contact created | A new contact is added. |
| Tag added | A specific tag is applied to a contact. |
| Message received | An inbound message arrives. |
| Campaign sent | A campaign is delivered. |
| Form submitted | A form is completed. |
| Webhook received | An external system calls your automation's webhook. |
The visual builder
Location: open an automation → Edit
📸 Screenshot: The drag-and-drop flow builder with connected nodes.
Drag nodes onto the canvas and connect them to define the path. WhatsMine includes around 50 node types, including:
| Category | Nodes |
|---|---|
| Send | WhatsApp, SMS, Email, template, media, quick replies, list, buttons (CTA), location, poll |
| Logic | Condition (branch), wait, ask question (pause for a reply), run sub-flow |
| Contact | Add/remove tag, update contact, add to campaign |
| People | Assign agent / human hand-off |
| AI | AI reply (let a chatbot respond) |
| External | Webhook, Google Sheets/Docs/Forms, book appointment / Google Meet, Shopify / WooCommerce product lookup |
Personalisation tokens
Insert dynamic values anywhere using tokens like {{contact.name}}, {{message.body}} or {{context.something}}. They're replaced with real data when the flow runs.
Build with AI
Don't want to start from scratch? Use Generate — describe what you want in plain English (e.g. "When someone messages 'pricing', send our price list and tag them as a lead") and AI builds the first draft of the flow for you. Tweak it in the builder.
📸 Screenshot: The "Generate workflow with AI" prompt.
Testing & running
- Test an automation to run it once and watch what happens.
- View the Runs history to see every execution, its status (running, waiting, complete, failed) and exactly where it is in the graph.
- Automations that ask a question pause and resume automatically when the contact replies.
📸 Screenshot: The automation run history.
External triggers (webhook token)
Generate a webhook token for an automation so external systems (your website, a form tool, Zapier) can trigger it by calling a URL. This lets you connect WhatsMine to virtually anything.
Plan limits
The number of active automations is governed by your plan. See Billing.
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