DocumentationFirst automation (quick start)
Overview
This guide walks you through creating a simple automation:
- Triggered when someone comments a keyword.
- Sends them a DM with a link.
- Shows up immediately in your Inbox and Leads.
1. Open Quick Automations
- Go to Dashboard → Automations.
- Click Create Automation.
- Choose your platform (Instagram, TikTok or Messenger).
2. Configure the trigger
- In the When someone section, pick:
- Comments under Any post or Reel (for Instagram / TikTok).
- Under Specific word(s), enter your keyword, e.g.
free,guide, orebook.
3. Compose the DM
- Scroll to They receive.
- Set Final message to something like:
This is your free E-book!
Click the button below to download it.
- Add a Link that points to your landing page or file.
4. Activate and test
- Turn the automation On.
- Comment your keyword from a test account on one of your posts.
- Confirm that:
- A DM is sent automatically.
- The lead appears in Dashboard → Leads.
You're done: your first automation is live.