Adaptive AI · By Adaptation Living LLC

Workflows

Create and manage active, inactive, and draft workflows.

106 guides in this area

Step-by-step library

Guides for Workflows

Start with the guide that most closely matches the screen or task you are working on. Related material from other platform sections is included when it directly supports this topic.

Back to Automation

Chat Widget

Add Adaptive AI's Chat Widget to Your Shopify Website

Are you looking for an easy way to connect with your website visitors and convert them into customers?

Read guide

Chat Widget

Add Adaptive AI's Chat Widget to Your Squarespace Website

Are you looking for an easy way to connect with your website visitors and convert them into customers?

Read guide

Chat Widget

Add Adaptive AI's Chat Widget to Your Wix Website

Are you looking for an easy way to connect with your website visitors and convert them into customers?

Read guide

Chat Widget

How to Install Adaptive AI's Chat Widget

Installing the Adaptive AI Chat Widget on client websites is one of the easiest ways to generate leads without ad spend.

Read guide

Communication Workflow Actions

Workflow Action - Call

The Call workflow action helps your team respond quickly by automatically calling the person responsible for a contact and then connecting that person with…

Read guide

Communication Workflow Actions

Workflow Action - Drip

The Drip Action in workflows helps regulate the flow of contacts by processing them in batches at set intervals.

Read guide

Communication Workflow Actions

Workflow Action - Facebook Interactive Messenger

The Facebook Interactive Messenger action in workflows enables automatic replies through Facebook Messenger.

Read guide

Communication Workflow Actions

Workflow Action - Instagram Interactive Messenger

The Instagram Interactive Messenger action in workflows helps you automate Instagram DM conversations with interactive elements like buttons and quick replies.

Read guide

Communication Workflow Actions

Workflow Action - Internal Notification

Internal Notifications in workflows allow teams to stay instantly updated on important events.

Read guide

Communication Workflow Actions

Workflow Action - Manual Call

The Manual Call action allows you to create a call task for a user to manually send an call the contact.

Read guide

Communication Workflow Actions

Workflow Action - Reply In Comments

Practical Adaptive AI instructions for “Workflow Action - Reply In Comments,” including setup, verification, troubleshooting, and best practices by…

Read guide

Communication Workflow Actions

Workflow Action - WhatsApp

The WhatsApp action allows you to send WhatsApp messages directly from a workflow.

Read guide

Conversations

View & Edit AI Response Info in Conversations

This article provides a comprehensive guide about how to view the components of AI-generated responses and edit knowledge base entries directly from the…

Read guide

E-Commerce Store

How to Sort and Filter Products in Adaptive AI Ecommerce Site Builder

Arrangement of products within the Product list page was an issue. Buyers always faced issue with the discoverability of products and as a store owner this…

Read guide

E-Commerce Store

How to Use the Printful Integration with Adaptive AI

This guide walks you through setting up the Printful integration in Adaptive AI, syncing your print-on-demand products to your e-commerce store, and…

Read guide

FAQs and Common Troubleshooting Steps

Can Adaptive AI Websites Be Exported?

Adaptive AI websites are built using a proprietary page builder and do not have a supported method for exporting a website for use on another platform.

Read guide

Forms

How to Use Address Auto-Complete in Adaptive AI Forms and Surveys

Address Auto-Complete is now free and unlimited in all Adaptive AI accounts. This feature makes it easier for your leads and customers to enter accurate…

Read guide

Getting Started w/ Workflows

Comprehensive workflow stats

Practical Adaptive AI instructions for “Comprehensive workflow stats,” including setup, verification, troubleshooting, and best practices by Adaptation…

Read guide

Getting Started w/ Workflows

Highlighting & Resolving Errors in a Workflow

Practical Adaptive AI instructions for “Highlighting & Resolving Errors in a Workflow,” including setup, verification, troubleshooting, and best practices…

Read guide

Getting Started w/ Workflows

Introduction to Workflows and Automations

Workflow automation simplifies repetitive tasks by setting up sequences of predefined actions triggered by specific events.

Read guide

Getting Started w/ Workflows

New Discover button - Workflows

We’ve made it easier to discover and install marketplace apps directly within the workflow builder.

Read guide

Getting Started w/ Workflows

Workflow Builder: Learn More Using AI

Practical Adaptive AI instructions for “Workflow Builder: Learn More Using AI,” including setup, verification, troubleshooting, and best practices by…

Read guide

Getting Started w/ Workflows

Workflow Notes, Action Notes & Sticky Notes

Workflow Notes describe the automation as a whole, Action Notes explain one step, and Sticky Notes place visible guidance on the builder canvas.

Read guide

Getting Started w/ Workflows

Workflows Nested Folders

In the Automations > Workflows section you can create and nest folders to better organize your workflows, improve communication, and streamline operations.

Read guide

Invoices & Estimates

How to Create and Manage Recurring Invoices in Adaptive AI

Navigate to the Payments section from the left menu and click on Invoices & Estimates. This is where you can manage all your invoices, including recurring ones.

Read guide

Invoices & Estimates

How to Create Invoices in Adaptive AI

Invoicing is a very important part of any business. It helps you keep track of your expenses, and it also allows you to get paid for the work that you do.

Read guide

Manual Actions

How To Add a Manual Call Action to a Workflow

This article will show you how to add a Manual Call action to a workflow in Adaptive AI.

Read guide

Membership/Courses Sites

Automate Group Join Requests with Workflows

This article explains how to use the Requested to Join Group workflow trigger in Adaptive AI Communities to automate membership request handling.

Read guide

Membership/Courses Sites

How to Grant Access to Membership Courses Using Workflows

This help article will show you how to grant access to your membership courses using workflows in Adaptive AI.

Read guide

New Mobile App Experience

Using Media Controls from the Notification Tray in the Adaptive AI Mobile App

Media controls in the Adaptive AI mobile app make it easier for users to manage supported media playback without returning to the app every time they need…

Read guide

Quizzes

Workflow Trigger - Quiz Submitted

The Quiz Submission Trigger enables automated actions whenever a quiz is completed.

Read guide

Send Data Workflow Actions

Workflow Action - Update Custom Values

The Update Custom Value workflow action in Adaptive AI allows you to dynamically update or replace existing custom values within workflows.

Read guide

Software Migration Guides

ClickFunnels to Adaptive AI (Migration Guide)

This is a comprehensive guide for migrating your sales funnels, websites, courses, and other digital assets from ClickFunnels to Adaptive AI.

Read guide

Software Migration Guides

ConvertKit to Adaptive AI (Migration Guide)

This comprehensive guide is intended to help you migrate your email marketing, subscriber management, and automation workflows from ConvertKit to Adaptive AI.

Read guide

Software Migration Guides

Hubspot to Adaptive AI (Migration Guide)

This is a comprehensive guide for migrating your business processes, data, and workflows from HubSpot to Adaptive AI.

Read guide

Software Migration Guides

Jotform to Adaptive AI (Migration Guide)

This comprehensive guide provides steps for migrating your forms, data, and workflows from JotForm to Adaptive AI.

Read guide

Software Migration Guides

Kartra to Adaptive AI (Migration Guide)

This comprehensive guide outlines the steps necessary for migrating from Kartra to Adaptive AI.

Read guide

Software Migration Guides

Klaviyo to Adaptive AI (Migration Guide)

This comprehensive guide provides detailed instructions for migrating from Klaviyo to Adaptive AI, covering the transfer of contacts, segments, automations,…

Read guide

Software Migration Guides

Pipedrive to Adaptive AI (Migration Guide)

This is a comprehensive, step-by-step guide for migrating data and operations from Pipedrive to Adaptive AI, ensuring a seamless transition of CRM data,…

Read guide

Software Migration Guides

Salesforce to Adaptive AI (Migration Guide)

This article outlines the steps necessary to migrate data, operations, and workflows from Salesforce to Adaptive AI.

Read guide

Software Migration Guides

Skool to Adaptive AI (Migration Guide)

This is a comprehensive guide for migrating online communities, courses, and related content from Skool to Adaptive AI.

Read guide

Software Migration Guides

Squarespace to Adaptive AI (Migration Guide)

This comprehensive guide outlines the process for migrating websites, content, and customer data from Squarespace to Adaptive AI.

Read guide

Software Migration Guides

Typeform to Adaptive AI (Migration Guide)

This comprehensive guide outlines the steps to effectively migrate forms, surveys, and associated data from Typeform to Adaptive AI.

Read guide

Software Migration Guides

Wix to Adaptive AI (Migration Guide)

This comprehensive guide is intended to help you through the migration process from Wix to Adaptive AI, ensuring a smooth and efficient transition.

Read guide

Template Library

Template Library for Workflows

You can quickly get your automation setup in Adaptive AI with the new Template Library for Workflows.

Read guide

Workflow Builder

Guide to Date/Time Formatter Workflow Action

The Date/Time Formatter action is a versatile tool that allows users to reformat and compare dates or date-times within workflows.

Read guide

Workflow Builder

Troubleshooting Workflow Executions - Race Conditions

A Race Condition is when two (or more) updates happen at the same time (in the same second).

Read guide

Workflow Builder

Workflow Action - Edit Conversation

Conversation Workflow Action in Adaptive AI automates conversation management by marking messages as read/unread and archiving/unarchiving them.

Read guide

Workflow Builder

Workflow Action - Math Operation

The Math Operation action in workflows allows users to perform calculations on numbers and dates, enabling automated lead scoring and scheduling.

Read guide

Workflow Builder

Workflow Settings - Overview

This article provides a comprehensive guide to every option within the 'Settings' tab of the workflow builder.

Read guide

Workflow Builder

Workflow Trigger - Order Submitted

The Order Submitted trigger is a powerful new workflow trigger that allows businesses to upsell customers after they have submitted an order.

Read guide

Workflow Builder

Workflow Trigger - Payment received

The Payment Received trigger is designed to act as a centralized mechanism for capturing all incoming payments across the CRM.

Read guide

Workflow Recipes

Workflow Recipes - Facebook Comment Automation

The Facebook comment recipe is a starting workflow for a “comment to receive the resource” journey.

Read guide

Workflow Recipes

Workflow Recipes - Instagram Comment Automation

The Instagram comment recipe provides a draft “comment to receive the resource” workflow.

Read guide

Workflow Triggers & Actions

Marketplace Apps - Managing External Connections

Marketplace applications that require an outside account establish a separate connection for each business account.

Read guide

Workflow Triggers & Actions

Marketplace Workflow Actions

Marketplace Workflow Actions are the customizable workflow actions managed in Marketplace.

Read guide

Workflow Triggers

Workflow Trigger - Exact Match & Contains Phrase

Exact Match and Contains Phrase determine how narrowly an incoming phrase qualifies for a workflow.

Read guide

Getting Started w/ Workflows

Workflows- Improved Execution Logs & Enrollment History

This article walks you through the latest enhancements to Execution Logs and Enrollment History in Workflows, so you can see exactly how contacts progress,…

Read guide

Software Migration Guides

ActiveCampaign to Adaptive AI (Migration Guide)

This is a comprehensive guide to migrating key components from ActiveCampaign to Adaptive AI.

Read guide

Software Migration Guides

MailChimp to Adaptive AI (Migration Guide)

This comprehensive guide outlines the process for migrating from Mailchimp to Adaptive AI, focusing on transferring email campaigns, contact lists, forms,…

Read guide

Bulk Actions

How to Add Contacts in Bulk to a Workflow

This article walks you through how to filter contacts (e.g., by tag) and add them to a workflow in bulk using the Add to Automation feature.

Read guide

Marketing Audit Reports

Workflow Action: Generate Marketing Audit Report

Automatically create a Marketing Audit Report for new or updated contacts so your team can qualify leads faster and start more personalized outreach.

Read guide

Workflow Recipes

Workflow Recipes - Facebook comments + Workflow AI

This recipe combines a Facebook comment trigger with generated reply text and sentiment-based branching.

Read guide

General

Bot Detection Preventing Statistics Increment and Automation Execution

Execution Keep your email engagement metrics honest. This feature identifies bot-driven opens and clicks and stops them from inflating stats or triggering…

Read guide

Communication Workflow Actions

AI Powered Email Generation in Workflow Action

Create professional, high-converting emails in seconds using Adaptive AI’s new AI-powered Email Action.

Read guide

Scheduling Appointments

Create Appointment Note - Workflow Action

We have introduced a new action under the Appointments category called Create Appointment Note.

Read guide

CRM Workflow Actions

Custom Object and Company Based Workflow Actions & Triggers

Adaptive AI’s custom object and company based workflow actions and triggers let you automate across Contacts, Companies, and Custom Objects.

Read guide

Events

Events and Workflows Integration

Journey This article explains how to connect Adaptive AI Events with Workflows to automate registration confirmations, pre-event reminders, check-in…

Read guide

Workflow Actions

How to send Email using AI in Workflows

This article will show you how to quickly generate professional, high-converting emails in your workflows using Adaptive AI’s new Email Action AI!

Read guide

Getting Started w/ Workflows

If/Else Workflow Action - Appointment Filter Options

The Appointment option in If/Else conditions allows users to create more dynamic and customized workflow branches based on appointment-related events.

Read guide

Opportunities Module Interactions

Multiple Opportunities Toggle in Workflows

Currently, only the most recent opportunity associated with a contact enters the workflow.

Read guide

Communication Workflow Actions

Workflow Action - Add Task

The Add Task action allows you to create a new task with a defined due date that will be assigned to a specific user.

Read guide

Communication Workflow Actions

Workflow Action - Manual SMS

The Manual SMS action allows you to create a task for a user to manually send an SMS to a contact.

Read guide

Communication Workflow Actions

Workflow Action - Send Email

In this article, you’ll learn how to use the “Send Email” action in your workflow to automate and personalize email communication with your contacts.

Read guide

Communication Workflow Actions

Workflow Action - Send SMS

The Send SMS action enables direct communication with your contacts through text messages.

Read guide

Workflow Builder

Workflow Action - Update Contact Field

The Update Contact Field workflow action lets you write new values to standard or custom contact fields—or clear values on custom fields—directly from a…

Read guide

Workflow Builder

Workflow Action - Update Contact Field - Date type field

The Update Contact Field workflow action can write a custom date, the current date, or a fixed date into a date-type contact field.

Read guide

Communication Workflow Actions

Workflow Action - WhatsApp Customer Service Window Check

Practical Adaptive AI instructions for “Workflow Action - WhatsApp Customer Service Window Check,” including setup, verification, troubleshooting, and best…

Read guide

CRM Workflow Actions

Workflow Action – Find Object Record / Find Company

The Find Object Record action searches your CRM for a specific custom object record using values from an Inbound Webhook trigger.

Read guide

CRM Workflow Actions

Workflow Action – Remove Associated Records from Workflow

The Remove Associated Records from Workflow action is available in all workflow types — Contact-based, Company-based, and Custom Object-based workflows.

Read guide

Deliverability

Workflow Action based on Email Event Clicked/Opened

Workflow Trigger workflows the moment a contact opens or clicks an email. This guide walks through adding an Email Events trigger, filtering by event type,…

Read guide

Scheduling Appointments

Workflow Action: Book Appointment

The Book Appointment workflow action lets your workflow automatically create an appointment on a selected calendar when a trigger fires.

Read guide

Appointments Workflow Triggers

Workflow Trigger - Appointment Status

Adaptive AI automates actions based on appointment status updates, reducing manual work and ensuring timely follow-ups.

Read guide

Events Workflow Triggers

Workflow Trigger - Call details

This article explains the Call details workflow trigger, a powerful tool that automates actions based on the outcome of calls.

Read guide

Calling

Workflow Trigger - Call Details

The Call Details workflow trigger allows workflows to start based on updates to call-related information.

Read guide

Workflow Builder

Workflow Trigger - Contact Tag

Tags are a way of categorizing your contacts. You can tag any contact in your contacts list with one or more tags to help you find it again later.

Read guide

Events Workflow Triggers

Workflow Trigger - Customer Replied

The “Customer Replied” workflow trigger is a powerful tool designed to automate actions based on customer responses.

Read guide

Events Workflow Triggers

Workflow Trigger - Email Events

The Email Events Workflow Trigger is a powerful tool that allows businesses to automate processes based on specific email interactions.

Read guide

Events Workflow Triggers

Workflow Trigger - Form Submitted

This article provides a comprehensive overview of the "Form Submitted" workflow trigger, a powerful tool that automates actions when a form is submitted in…

Read guide

Events Workflow Triggers

Workflow Trigger - Inbound Email

The Inbound Email workflow trigger allows you to automate actions whenever a new email is received on your mailboxes.

Read guide

Workflow Triggers

Workflow Trigger - Messaging Error Code - SMS

The "Messaging Error - SMS" trigger allows you to initiate workflows automatically whenever a SMS has resulted in undelivered state and returned one of the…

Read guide

Events Workflow Triggers

Workflow Trigger - User Replied

The User Replied trigger fires whenever a user (member of your team), sends a message to a contact.

Read guide

Services

Workflow Trigger – Service Booking (Services v2)

Learn what the Service Booking (Services v2) workflow trigger does, when it fires, and how it differs from the appointment status triggers.

Read guide

Getting Started w/ Workflows

Workflow Trigger and Action: Google Contact

Automate your CRM like a pro by connecting Adaptive AI Workflows with Google Contacts.

Read guide

Membership/Courses Sites

Adaptive AI Credentials Preview: Memberships

The All-New Credential Preview Experience modernizes how certificates look, load, and get shared in Adaptive AI.

Read guide

New Mobile App Experience

AI Powered Business Card Scanner

Introducing AI Business Card Scanner — the fastest and smartest way to capture new contacts on the go.

Read guide

Chat Widget

How to create an Embedded Voice AI Chat Widget

Add a Voice AI Chat Widget directly inside your website or funnel content for a more natural, on-page conversation experience.

Read guide

Chat Widget

How to set up and use the Voice AI Chat Widget

This guide explains what the Voice AI Chat Widget does, how to set it up, and how to use it effectively for both new and existing accounts.

Read guide

Smart Lists

Contacts - Date Of Birth (Birthday)

The Birthday field in contacts allows you to personalize communications, build automation campaigns based on contact birthdays, and filter contacts by age…

Read guide

Calendar Groups

Deactivating Calendar Groups

Deactivating every calendar in a group is a broad availability change. Use it for a deliberate pause, and verify that no live links or automations still…

Read guide

Calendar Groups

How to Find Group Calendar ID in Adaptive AI

This article shows you how to locate the ID for any Group Calendar in Adaptive AI, a key step for integrations, automation, and API use.

Read guide

General

Auto-Enable Email DND When a Contact's Email Bounces

This article walks through a specific, ready-to-build workflow: whenever a contact's email bounces, the workflow automatically enables outbound Email DND…

Read guide

Workflow Triggers

How to Create A Task Event and Task Reminder in Campaigns

This article will show you how to add task events and reminders to your Adaptive AI campaigns.

Read guide

Contact Details View

How to Customize the Contact Detail Page

Contact Detail Page customization in Adaptive AI lets admins tailor contact records to match each workflow.

Read guide

Getting Started with Opportunities

Step-by-Step Guide: Creating Pipelines

Pipelines in Adaptive AI help you organize and automate your sales or service workflows by visually tracking opportunities through defined stages.

Read guide

Ad Manager

Using AskAI for Ad Manager

This article explains how to use AskAI to handle advertising workflows across Meta and Google Ads.

Read guide

Guides for Workflows

LS-2025 Veteran Lifeline — A National Mission to End Veteran Suicide