LEARN ABOUT WORKFLOWS

The Workflows section in My Oracle is where the magic happens. It’s your automation command center - helping you create seamless client journeys, save hours of admin time, and scale without burning out. If you want things to happen automatically after someone books a call, joins your list, or buys a program, this is where you build it.

Key Features Of Workflows

Drag-and-Drop Builder

  • Visually build out step-by-step automations with an intuitive builder.

  • Useful for mapping out client onboarding, lead nurturing, or launch sequences with clarity and ease.

Trigger-Based Logic

  • Set workflows to start based on triggers like:

    • Form submissions

    • Calendar bookings

    • Tag added

    • Purchase made

    • Email opened

  • Useful for activating flows the moment someone takes action without lifting a finger.

Multistep Actions

  • Automate a series of actions including:

    • Sending emails or texts

    • Assigning tasks

    • Adding tags

    • Moving pipeline stages

    • Adding to calendars

    • Delays, conditions, if/else logic

  • Useful for creating full client journeys from first contact to onboarding and beyond.

Personalization Options

  • Insert contact fields (like name or appointment date) into messages.

  • Add dynamic wait times and split paths based on conditions.

  • Useful for: customising experiences so every lead or client feels personally cared for.

Internal Notifications

  • Send automated alerts to you or your team when something important happens.

  • Useful for knowing when a new lead books a call or a high-ticket client purchases your offer.

Workflow Templates

  • Start from pre-built templates or clone your own successful flows.

  • Useful for: launching faster without rebuilding from scratch every time.

Testing & Troubleshooting Tools

  • Manually test workflows and track individual contact progress.

  • Useful for making sure everything fires properly before going live.

Why Coaches and Service Based Businesses Should Use Workflows

  • Save Time & Energy - Automate the back end of your business so you can stay in your genius zone.

  • Create a Pro Client Experience - Deliver beautifully timed touch points from onboarding to off boarding without missing a beat.

  • Follow Up with Precision - Nurture cold leads, follow up with no-shows, or remind clients of upcoming sessions - all on autopilot.

  • Scale Seamlessly - Handle more clients without doing more admin.

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