Flows in Oppz AI are automated sequences of actions that streamline tasks like lead generation, data enrichment, or customer engagement. They help connect different tools, templates, and processes into a single automated workflow.
🔹 In-Depth Explanation
Flows are designed to reduce manual effort by linking multiple steps together. Instead of doing everything manually, you can build a flow that runs automatically.
Core elements of a Flow include:
- Triggers → The starting point. Currently, Oppz AI supports the Timer Trigger (e.g., run every day at 9 AM).
- Actions → Tasks executed automatically using Core Nodes (e.g., Output, Unique List Creator, Filter).
- Conditions → Rules that guide the flow (e.g., use If-Else to branch logic).
- Integrations → Connect flows with third-party tools where available.
Example:
A flow could start with a Timer Trigger, use Current DateTime to capture the exact time, filter results with Filter, and then send the processed data to Output — all without manual work.
🔹 Best Practices
- ✅ Start simple → Begin with a single Timer Trigger and 1–2 Core Nodes, then scale up.
- ✅ Name your flows clearly → e.g., “Daily Lead Cleanup Flow” or “Weekly Report Reminder.”
- ✅ Test before activating → Run flows in test mode to ensure nodes and integrations work as expected.
- ✅ Document your flows → Keep a list of what each flow does to avoid overlap or confusion.
🔹 Important Notes
- ⚠️ Flows run based on available triggers and nodes — ensure the correct setup before activating.