> For the complete documentation index, see [llms.txt](https://docs.rapidbott.com/help-center/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rapidbott.com/help-center/rapidbott-crm/automations-workflows-and-messaging-actions.md).

# Automations, Workflows, and Messaging Actions

Rapidbott CRM can automate repeated actions so teams spend less time doing manual follow-up work.

<figure><img src="/files/r1CqLqDIe85QKf1mohCw" alt=""><figcaption></figcaption></figure>

#### What workflows are for

Workflows allow the CRM to react when something happens, such as:

* a record is created
* a record moves to a new stage
* a date is approaching

<figure><img src="/files/dwcirCP5Jx25p47qZQED" alt=""><figcaption></figcaption></figure>

#### Common workflow actions

Depending on configuration, workflows can:

* send approved WhatsApp templates
* launch a subflow
* create a task
* add a note to a record

#### Example workflow use cases

* when a lead enters a qualified stage, assign a follow-up task
* before an appointment date, remind the team to confirm attendance
* when a support ticket reaches a high-priority stage, trigger an escalation process
* when a record changes stage, add an internal note automatically

#### WhatsApp templates and subflows

If your workspace API key is configured for these features, users may be able to:

* choose approved WhatsApp templates
* send templates from a record or contact context
* use subflows for advanced follow-up logic

These features are useful when you want CRM actions and messaging actions to stay connected.

#### Workflow best practices

* automate only repeatable processes
* keep trigger logic simple
* test one workflow before creating many
* review activity logs to confirm workflows are behaving correctly