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Documentation Index

Fetch the complete documentation index at: https://docs.automationkit.ai/llms.txt

Use this file to discover all available pages before exploring further.

Changing a lead’s Lead Status field is what triggers the follow-up sequences in the system. Each status starts a different automation.
  1. Open the contact in your CRM
  2. Click All Fields in the left panel
  3. Find the Lead Status field and click it
  4. Select the new status from the dropdown
Make sure you’re selecting the right status - each one starts a different follow-up sequence.

Status Reference

StatusWhat It Triggers
Appointment BookedConfirmation text + reminder sequence
No Show3-day re-engagement sequence
Didn’t Close5 texts over ~22 days
Long Term Follow Up9 texts over ~41 days
Approved / SoldPost-sale workflow (see Post-Sale Workflow)