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Workflows & Automation

Automate every step of your outreach

Build multi-channel sequences that combine calls, emails, and texts on a schedule. Set up workflows that react automatically to call outcomes, transcripts, and data changes. Let the AI handle the decisions in between.

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Sequences

Multi-step cadences

Workflows

Event-based triggers

AI decisions

Smart routing

Symbo AI

Create a sequence: call 3 times over a week, send a breakup email if no answer, then add to nurture list

Symbo AI

Built a 5-step sequence. Here’s the flow:

Call · Day 1

Call · Day 3

Call · Day 7

Breakup email · Day 8

Add to nurture · Day 9

Triggers if no answer on all 3 calls

AI sequence builder

Build sequences with a prompt

Tell the AI what your ideal outreach cadence looks like and it builds the full sequence — calls, emails, texts, and conditional logic — ready to launch or edit before it goes live.

Or build manually with the visual editor. Either way, every sequence adapts based on prospect behavior — no-answers trigger follow-ups, replies pause the cadence, and meetings auto-complete the flow.

Example: “When a prospect picks up but asks to call back, schedule a follow-up in 2 days and send a calendar link by text.”

Workflows + sequences

Workflows react to what happens in your sequences

Sequences handle the structured outreach — calls, emails, and texts on a schedule. Workflows listen for what happens next. A prospect answers? The workflow can stop the sequence, create a follow-up task, or start a completely different cadence.

Together, sequences and workflows keep every prospect on the right path without your reps manually managing each one.

Example: “When a prospect answers a call in my outbound sequence, stop the sequence and create a follow-up task. If they don’t answer after 3 attempts, move them to a nurture sequence.”

Workflow Builder

Trigger: Call answered in outbound sequence

Stop current sequence

Create follow-up task · 2 days

Condition: Meeting booked?

Yes

Send confirmation

Start follow-up sequence

Workflow Builder Active

Trigger

Call ended — no answer

Condition

Attempted 3+ times this week

AI Decision

Check transcript history — interested or cold?

If interested

Schedule callback + send text

If cold

Move to nurture list

Event-based workflows

React to what just happened

Trigger workflows from real-time events — call outcomes, transcript signals, email opens, data changes, and more. Add AI decision steps that analyze context and route contacts to the right action automatically.

Works like HubSpot workflows but built for calling teams. Every trigger, condition, and action connects directly to your dialing data and conversation history.

Example: “When a call ends with no answer and the prospect has been called 3+ times, check past transcripts. If they showed interest before, schedule a callback. If not, move them to the nurture list.”

Capabilities

Everything your automation needs

From structured sequences to event-driven workflows, Symbo keeps your pipeline moving without manual effort.

Multi-Channel Sequences

Combine calls, emails, texts, and LinkedIn touches into a single cadence. Symbo handles the timing and channel rotation automatically.

Event Triggers

Fire workflows from call outcomes, voicemail drops, email opens, transcript keywords, field changes, or any data event in the system.

Conditional Branching

Workflows branch based on prospect behavior, call disposition, or any CRM field. Route contacts to the right next step — stop a sequence, start a new one, or take a different action entirely.

AI Decision Steps

Add AI steps to any workflow. The AI analyzes transcripts, sentiment, and contact history to decide the next action — no rules to configure.

AI-Built Sequences

Describe what you want in plain English and the AI builds the full sequence — steps, timing, messaging, and conditions — ready to review.

Automated Follow-Ups

Never let a warm lead go cold. Symbo schedules follow-ups based on call outcomes, email opens, and reply signals without manual input.

FAQ

Workflow Questions

What's the difference between sequences and workflows?

Sequences are structured, multi-step outreach cadences — calls, emails, and texts on a set schedule. Workflows are event-based automations that react to what happens during your sequences and across the platform — like a call getting answered, a voicemail being left, or a CRM field changing. Workflows can stop sequences, start new ones, create tasks, and more.

What events can trigger a workflow?

Call ended (answered, no answer, voicemail), email opened or replied, transcript keyword detected, CRM field changed, contact added to a list, deal stage updated, and more. Any event in the system can be a trigger.

How do AI decision steps work?

AI steps analyze context — past transcripts, call history, contact data — and decide the next action automatically. For example, the AI can check if a prospect showed interest in previous calls and route them to a callback instead of a nurture list.

How does the AI build sequences?

Describe what you want in natural language — like 'call 3 times over a week, then send a breakup email' — and the AI generates the full sequence with steps, timing, and conditions. You can review and edit before launching.

Can I set up sequences and workflows without the AI?

Yes. The visual builders let you configure every step manually — drag, drop, and set conditions. The AI is there to speed things up, but you have full control either way.

How many sequences and workflows can I run at once?

No limits. Run as many parallel sequences and active workflows as your team needs — by territory, persona, campaign, or any segmentation that fits your process.

Ready to automate?

Put your outreach on autopilot

Build sequences that run themselves. More conversations, less manual work.

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