Automate your WhatsApp conversations with powerful visual workflows. Save hours every day while delivering personalized experiences at scale.
Visual drag-and-drop builder – no coding required
Works with any WhatsApp account (business or personal)
Automate repetitive tasks and focus on high-value work
Pre-built templates to launch in minutes
See how easy it is to create your first automation with TimelinesAI’s Workflow Builder. In this demo, we guide you step-by-step through building workflows that streamline tasks and improve productivity — all without coding.
With TimelinesAI's visual Workflow Builder, anyone on your team can create powerful automations that save hours every day. Build workflows that respond instantly, personalize at scale, and never miss a follow-up.
See your entire business process at a glance
Drag and drop to build sophisticated automations
Test with real data before going live
Share workflows across your team instantly
Never keep a customer waiting. Workflows respond in milliseconds, 24/7. Your customers get immediate acknowledgment while your team gets time to craft thoughtful responses.
No more missed opportunities. Set up sequences that follow up at the optimal time, with the right message, based on customer behavior and preferences.
Handle 10x more conversations without adding headcount. Workflows manage routine inquiries while your team focuses on high-value interactions.
Ensure every customer gets the same high-quality experience. Workflows standardize responses while maintaining personalization through CRM data.
Stop spending hours on repetitive tasks. TimelinesAI’s Workflow Builder automates your routine WhatsApp activities, so your team can focus on building relationships and closing deals. Create sophisticated automations in minutes, not hours.
Trigger: New WhatsApp contact
Action: Send a customized greeting
Instantly welcome new leads with messages personalized using CRM data. Set up once and let it run automatically 24/7.
Trigger: CRM deal stage changes
Action: Send WhatsApp update
Keep prospects engaged by automatically notifying them when their deal progresses. Include next steps and personalized details.
Trigger: CRM deal stage changes
Action: Send WhatsApp update
Keep prospects engaged by automatically notifying them when their deal progresses. Include next steps and personalized details.
Trigger: New WhatsApp message
Action: Create task + assign agent
Route every conversation to the right team member. Set priority based on keywords and ensure instant response.
What used to take our team 4 hours daily now runs automatically. The Workflow Builder helped us create personalized welcome sequences, follow-up campaigns, and support workflows. The visual interface makes it so easy that our entire team can build and modify workflows. Customer response time went from hours to seconds.
TechScale Solutions
I’m not technical at all, but I built our entire customer onboarding flow in 30 minutes. The ability to personalize messages based on CRM data and send them at the perfect time has transformed our sales process.
Growth Marketing Agency
Managing multiple WhatsApp numbers across our global sales team was impossible before. The Workflow Builder routes leads to the right person instantly, sends follow-ups in local languages, and ensures no conversation falls through the cracks. We’re handling 5x more conversations with the same team size.
International Retail Co.
Build workflows the way you think – visually. Our canvas shows your entire automation flow at a glance. Zoom in to edit details, zoom out to see the big picture. No code, no confusion, just clarity.
See exactly what data flows through each step. Preview messages before sending. Test with real contacts. Our transparent builder shows you everything, so there are no surprises when you go live.
In the History section, you can see all past executions of your workflows, including the automation name, execution time, app used, result, and status. Quickly identify errors, review successful runs, and track changes over time with detailed logs.
Every workflow includes built-in analytics. See success rates, timing data, and drop-off points. Make data-driven improvements without switching to another tool.
Does your team use multiple WhatsApp numbers? Our Workflow Builder handles unlimited numbers in a single automation flow.
No WhatsApp Business API required
100+ WhatsApp numbers per account supported
Route workflows based on receiving number
Maintain personal touch while automating at scale
No setup required – it’s already in your dashboard
Click “Workflow Builder” in your TimelinesAI menu. No API keys, no external accounts, no complex setup. Your WhatsApp data is already connected and ready to use.
Pick what starts your automation
Select from 25+ triggers like “New WhatsApp message”, “Contact added to CRM”, or “Tag applied”. You can even use webhooks for custom triggers from any app.
Drag, drop, and connect – it’s that simple
Add actions like “Send WhatsApp message”, “Update CRM”, or “Create task”. Connect them with visual flow lines. Add conditions to create smart branching logic. See a live preview as you build.
Make sure it’s perfect before going live
Run your workflow in test mode with sample data. See exactly what messages will be sent and what data will be updated. When ready, activate with one click and watch the magic happen.
Track performance and improve over time
See how many times your workflow runs, success rates, and where contacts drop off. A/B test different messages. Adjust timing and conditions based on real data.
$25/seat (user profile)
You need a seat for each
user connecting a WhatsApp account.
$20/seat (user profile)
$40/seat (user profile)
You need a seat for each
user connecting a WhatsApp account.
$32/seat (user profile)
$60/seat (user profile)
You need a seat for each
user connecting a WhatsApp account.
$48/seat (user profile)
Let’s Talk
Let’s Talk
Everything you need to know about TimelinesAI’s Workflow Builder
Almost any WhatsApp-related task! Common automations include: welcome messages for new contacts, follow-up sequences, appointment reminders, lead qualification flows, support ticket creation, CRM updates, team notifications, and much more. If it involves WhatsApp, you can probably automate it.
Most teams save 2-4 hours daily on routine tasks. For example, a simple welcome message workflow saves 5 minutes per new lead. With 20 leads daily, that’s over 1.5 hours saved. Add follow-ups, reminders, and routing, and the time savings multiply quickly. Our data shows teams automate 80% of repetitive WhatsApp tasks within the first month.
Any step that “does something” after a trigger fires counts as one action. This includes: sending a WhatsApp message, updating a CRM record, creating a task, adding a tag, sending data to another app, etc. Triggers (what starts the workflow) are always free. Most simple workflows use 1-3 actions per run.
Yes, every workflow has a test mode where you can run it with sample data to see exactly what will happen. You can also see a preview of messages before they’re sent and check all data mappings. We recommend testing every workflow before activation.
Your active workflows will pause until the next billing cycle, but you’ll get notifications at 80% and 90% usage so you can upgrade if needed. You can also set certain high-priority workflows to continue running. Unused actions don’t roll over to the next month.
Yes, our visual builder makes it easy to recreate any automation you currently have. Whether you’re using spreadsheets, other tools, or manual processes, our templates and drag-drop interface help you build better workflows quickly. Our support team provides guides and assistance to ensure a smooth transition.
Based on our customer data: 80% reduction in response time, 47% increase in lead conversion, 60% fewer missed follow-ups, and 3+ hours saved daily per team member. Most teams see measurable improvements within the first week. The key is starting with high-impact workflows like welcome messages and follow-up sequences.
Yes, use any data from your CRM, previous conversations, or custom fields to personalize every message. Include customer names, purchase history, preferences, and more. Messages feel personal because they are personal – just automated for perfect timing and consistency.
Yes, team members with admin or manager permissions can create, edit, and manage workflows. You can see who created each workflow and when it was last modified. Enterprise plans include role-based permissions for workflow management.
Workflow Builder complements your existing setup perfectly. Use it for WhatsApp-specific automations that need instant execution and deep WhatsApp integration. For complex multi-platform workflows, we integrate seamlessly with Zapier, Make, and webhooks. You get the best of both worlds – built-in automation for WhatsApp plus connectivity to your entire tech stack.
Don’t let another day pass doing manual tasks that could be automated. Contact our team right now or check out the comprehensive help docs.
