Custom Automation/Workflow Builder
This is the POWER behind your business. It is the workflows that give you 100% control over what information you receive. If you are new to the business world, don’t worry. We have pre-built workflows in your new account.
Configure Workflows in Minutes – not Hours
Building a workflow in A9 is as simple as telling the system what you want done from your dashboard chat box.
No need to map steps manually or design flowcharts — the SI listens, structures the sequence, and builds the workflow for you in seconds.
You explain it in plain language:
- “When someone books, send a confirmation, assign staff, and add it to the calendar.”
• “If inventory hits 10, reorder and notify me.”
• “When a lead fills the form, tag them, start the campaign, and schedule a follow-up.”
SI converts your explanation into a clean, automated workflow instantly.
- No coding.
- No building templates.
- No dragging boxes around a screen for an hour until it does what you want
You just describe the job the way you’d explain it to a manager — and the system turns it into a perfect sequence the platform can run every time.
You can adjust steps just as easily:
- “Add a reminder.”
• “Remove approval.”
• “Delay the email by a day.”
• “Only run this for new clients.”
SI updates the workflow instantly with no rebuilding or complications.
This is why A9 workflows feel effortless:
You think it.
You say it.
The system builds it.
A Workflow Base for Business Automation
A workflow is the step-by-step path your business follows to complete a task. It turns everyday actions into a repeatable sequence the system can run the same way every time.
A workflow isn’t a single task — it’s the chain of actions that move something from start to finish.
It looks like this:
- A customer books → confirmation sent → staff assigned → reminder delivered → service completed → payment processed
• A new lead arrives → added to CRM → tagged → emailed → followed up → converted
• Inventory drops → reorder triggered → supplier notified → stock updated
A workflow is clarity. It defines what happens, in what order, by whom, and under what conditions.
When workflows exist, the business becomes predictable and consistent.
When they don’t, everything depends on memory, improvisation, and luck.
Workflows matter because they:
- Remove guesswork
• Eliminate missed steps
• Standardize staff performance
• Speed up the entire business
• Make scaling possible
• Allow the system to automate actions reliably
Inside A9, workflows become fully automated sequences the platform executes for you — perfectly, every time, without gaps or hesitation.
Make Workflows for everything you want, from answering emails, building A/B advertising campaigns, onboarding new clients, running email campaigns.
No we don’t have thousands of templates – We don’t need them. We build what you want, the way you want it – from scratch.
Why Workflows Matter
Workflows remove the single biggest risk in a small business: relying on people to remember everything.
When steps are manual, things get missed — bookings, reminders, follow-ups, invoices, inventory checks, new-hire tasks, customer messages, payment notices. Every miss costs time, money, or reputation.
A9 stops the bleeding.
With automated workflows:
• Every booking gets a confirmation and reminder
• Every invoice is sent and followed up automatically
• Every lead gets nurtured without delays
• Inventory reorders trigger on time every time
• Staff onboarding never misses documents or training
• Customers always receive updates and aftercare
You get consistency without micromanagement.
Workflows save hours every week, eliminate human error, and prevent costly tasks from slipping through cracks. Businesses avoid hiring extra admin because A9 handles the repetitive work — perfectly, every time.
And if an employee quits, calls in sick, or disappears?
Nothing breaks.
Nothing gets forgotten.
Every process continues exactly the same because the system holds the knowledge, not the person.
Workflows give your business stability, accuracy, and the freedom to scale without chaos.
What the Workflow Engine Can Automate
The engine handles any repeatable process:
Bookings & Appointments
Confirmations, reminders, staff assignment, follow-up tasks.
Sales & Lead Handling
Lead capture, tagging, nurturing, pipeline updates, scheduling.
Marketing
Campaign triggers, segmentation, content delivery, retargeting.
Inventory & POS
Reorders, adjustments, supplier notices, low-stock alerts.
HR & Operations
Onboarding steps, approvals, staff task assignment, recurring schedules.
Customer Service
Feedback loops, status updates, satisfaction monitoring.
Finance & Admin
Invoice sequences, billing reminders, payment tracking.
If you can describe it, A9 can run it.
Example Workflow 1: Three-Month Email Campaign
This is what a full marketing workflow looks like when the SI builds it from one request like:
“Create a 3-month nurture campaign for new leads.”
Trigger
• New lead enters the system
• Tagged as “New Prospect”
Sequence (Weeks 1–12)
• Week 1: Welcome email → assign nurturing tag → start timer
• Week 2: Value email → check if opened → follow-up message if unopened
• Week 3: Pain-point email → segment based on click behavior
• Week 4: Soft offer email → log response → update CRM stage
• Week 5: Education piece → score lead interest
• Week 6: Social proof email → invite to call → schedule link created
• Week 7: Midpoint check → send short survey → auto-tag based on answers
• Week 8: “How we help” email → track engagement → adjust branch
• Week 9: Story/case study → follow-up reminder
• Week 10: Direct offer email → score response
• Week 11: FAQ email → prepare sales handoff if high intent
• Week 12: Final push → escalate to sales team or move to nurture pool
Automations & Logic
• If they book a call → pause sequence → move to “Booked” stage
• If repeated no-opens → switch to low-frequency drip
• If they unsubscribe → stop workflow
• KPI tracking → opens, clicks, conversions, drop-offs
• Weekly roll-up report to owner
• Performance optimization suggestions from SI
Outcome
A fully automated, 12-week campaign built instantly — no writing, no mapping.
Results Tracking
Set up your own automated results.
Ask the system for daily updates on opened emails, unsubscribes, etc.
Ask for the number of sign ups that follow up, or are still on the list in three month.
How much money can you make per campaign?
A/B test to improve results.
Example Workflow 2: Employee Onboarding
This is what A9 builds from a request like:
“Create a full onboarding workflow for new employees.”
Trigger
• HR adds new hire
• Role selected (e.g., Manager, Staff, Assistant)
Sequence (Days 1–30)
Day 1
• Send welcome email
• Auto-generate employment contract
• Deliver digital employee handbook
• Provide login credentials for A9
• Assign first-day checklist
• Notify manager of onboarding start
Day 2–7
• Assign required training modules
• Track course completion
• Knowledge quizzes with auto-scoring
• Progress bar updated in employee dashboard
• Issue policies to acknowledge (safety, conduct, procedures)
Day 8–14
• Schedule shadow shifts
• Assign supervisor review tasks
• Auto-create competency checklist
• Daily reminders for incomplete tasks
• Gather employee feedback
Day 15–30
• Assign first major tasks
• Monitor performance metrics
• Trigger 30-day evaluation form
• Notify manager with summary report
• Auto-file all documents into the employee record
Automations & Logic
• If training is incomplete → send daily reminder
• If quiz score is low → assign extra module
• If document not signed → escalate to manager
• If performance dips → trigger support workflow
• If employee excels → unlock next-level training
Outcome
A complete onboarding system — paperwork, training, tracking, evaluation, deadlines, manager oversight, and documentation — all automated.
