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Workflow automation is one of the most powerful capabilities of the HoopAI Platform. Workflows run automatically in the background — sending messages, updating contact records, assigning tasks, and moving leads through your pipeline — without any manual effort.
HoopAI Academy workflow automation module
This module walks through every component of building effective workflows, from triggers and actions to pre-built recipes and click tracking.

Trigger Links For Tracking Clicks

Track who clicks your links, when, and how often — and use that data to fire targeted follow-up workflows automatically.

Using Pre-Built Workflow Recipes

Launch automation in minutes using pre-built workflow templates. Customize them to your brand and go live fast.

Configuring Workflow Settings

Control re-entry rules, send times, time zones, sender details, and enrollment history for each workflow.

Understanding Workflow Triggers

Learn what triggers are, how to configure them with filters, and how to use multiple triggers in a single workflow.

Customizing Workflow Actions

Build personalized action sequences — messages, wait steps, if/else branches, webhooks, pipeline updates, and more.

Keyword SMS Marketing Automation

Use keyword-triggered workflows to automatically capture leads from SMS, social media, and speaking events.
Last modified on March 8, 2026