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

  1. Go to Dashboard → Automations.
  2. Click Create Automation.
  3. Choose your platform (Instagram, TikTok or Messenger).

2. Configure the trigger

  1. In the When someone section, pick:
    • Comments under Any post or Reel (for Instagram / TikTok).
  2. Under Specific word(s), enter your keyword, e.g. free, guide, or ebook.

3. Compose the DM

  1. Scroll to They receive.
  2. Set Final message to something like:
This is your free E-book!
Click the button below to download it.
  1. Add a Link that points to your landing page or file.

4. Activate and test

  1. Turn the automation On.
  2. Comment your keyword from a test account on one of your posts.
  3. Confirm that:
    • A DM is sent automatically.
    • The lead appears in Dashboard → Leads.

You're done: your first automation is live.

Related

Quick Start: First Automation | Directlee