Automate every touchpoint. Scale without hiring.
Visual drag-and-drop workflow builder that triggers SMS, emails, calls, tasks, and integrations based on any customer behavior. Reclaim 20+ hours a week.
Six-step automation process.
Each step is configurable, branchable, and measurable.
Event fires
Form submit, tag added, appointment booked, payment
AI decides
Routes based on lead score, source, time, behavior
Action runs
Send SMS, email, call, create task, update CRM
Delay/wait
Wait hours, days, weeks between actions
Branch
If/then logic based on reply, click, purchase
Measure
Track every step for open, click, reply, conversion
Three real examples.
Built by actual customers and running right now.
New Lead Welcome
Form fill → 60s SMS + welcome email → 24hr follow-up SMS → Day 3 call task to rep
Missed Appointment
Appt missed → instant SMS reschedule link → 2hr email + reminder → Day 2 reactivation sequence
Birthday Campaign
Birthday trigger → Branded gift email at 9am → 3hr later SMS with coupon → Auto-follow-up if clicked
What customers gain.
127 businesses. Four industries. One platform.
Real results from real operators — mortgage brokers, dentists, lawyers, and service business owners across the US.
Things people ask.
How complex can workflows get?+
Is there a workflow template library?+
Can workflows call my external APIs?+
What happens when workflows fail?+
Ready to try Marketing Automation?
Included in every TheBigBot plan. Launch in 3 days.
See pricing →







