Overview

New users of Automations can now enjoy a simplified, tailored onboarding experience on the Automations landing page. The page has been redesigned with AI-powered automation creation, visual guidance, and curated content based on your childcare center type.

From day one, you'll see examples and suggestions relevant to childcare enrollment, making it easier to understand how automations work and to set up your first automation quickly.

Getting Started

The landing page provides multiple paths to get started:

  • AI Builder – Describe your automation in plain language and let AI create it for you
  • Browse Templates – Choose from pre-built automations designed for childcare centers
  • Create from Scratch – Start with a blank canvas and build exactly what you need

AI Builder

The AI Builder is prominently featured on the automations landing page, making it easy to create your first automation without any technical knowledge.

How to Use It

Simply describe what you want to automate in plain English using the "What do you want to automate?" prompt at the top of the page. For example:

  • "When a tour request form is submitted, send a text to the family, wait 10 minutes for a response - if no response create a follow-up task, if they respond add them to the active tours list"
  • "Send a welcome email when a family enrolls, then follow up 3 days later to check how their child's first week is going"
  • "Remind parents 24 hours before their scheduled tour and create a task for staff"
[SCREENSHOT: Automations landing page showing AI Builder input field with example childcare automation prompts]

Quick-start suggestions like "Parent Nurturing," "Tour Follow-Up," and "Enrollment Reminders" are available below the AI input to help you get started even faster.

Tailored Templates for Childcare Centers

When you first start with Automations, the platform customizes your experience based on childcare best practices. Everything from examples to suggested templates will align with enrollment, parent communication, and center operations.

Pre-Built Templates

We've added ready-made automation templates for common childcare scenarios:

  • Tour request follow-up sequences
  • Enrollment application reminders
  • Waitlist communication flows
  • Parent onboarding journeys
  • Re-engagement campaigns for inactive inquiries
[SCREENSHOT: Template library showing childcare-specific automation templates]

You can use these templates as a starting point and customize them to fit your center's needs, instead of building from scratch. Click "View All Templates" to browse all available options directly from the landing page.

New Layout with On-Page Videos

A "Learn About Automations" section with tutorial videos is built right into the landing page. You can scroll to find a template and launch it, or watch a quick intro video without navigating away.

Everything you need – templates to start with and learning resources – is available at a glance on the landing page.

Available Videos

[SCREENSHOT: Learning resources section on automations landing page with video thumbnails]

Quick Access from Messages

You can open the exact automation execution directly from a conversation message when troubleshooting.

How to Navigate

  • From Conversations: Click message details → Automation → Execution Details (context loaded)
  • From Automations: Go to Automations → open automation → Logs
[SCREENSHOT: Message details panel showing link to automation execution]

Drag and Drop Triggers and Actions

You can now add automation steps faster by dragging triggers and actions directly from the sidebar onto the automation canvas.

How It Works

  1. Open the Triggers or Actions sidebar in your automation
  2. Click and hold a trigger or action, then drag it onto the canvas
  3. Hover over a valid drop target (a + marker or between existing steps)
  4. A highlighted placeholder shows where the step will be inserted
  5. Drop the item, configure it, and click Save to add it to your automation
[SCREENSHOT: Drag and drop interface showing an action being dragged onto the canvas with placeholder highlighted]
Pro Tip: If you exit the automation without saving, the dragged trigger/action will not be added to the canvas. Always save your work!

Creating an Automation

Click the "Create Automation" button to see your options:

  • Use AI Builder – Describe what you need
  • Choose a Template – Start with a pre-built automation
  • Start from Scratch – Build your own custom automation
[SCREENSHOT: Create Automation dropdown menu showing all three options]

Frequently Asked Questions

I'm not seeing the new landing page experience. Why?

The AI Builder needs to be enabled in Labs first. Go to Settings > Labs and enable the AI Builder feature to access the new automations landing page experience.

I don't want to show the AI Builder to my users. How do I remove it?

You can disable the AI Builder in your settings. Navigate to Automations > Settings, and toggle off the AI Builder. This will hide it from the automations landing page.

Learn More

For more information on Automations, check out our Introduction to Automations article. This article provides a broader overview of how automations work in Enrollio, with additional tips on creating and managing your parent communication flows.