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An automation is a flow that watches your data and messages contacts when something happens — a row changes, a trial ends, a payment fails, a contact enters a segment. Because Minimo reads your database directly, the triggers are your real application state, not a copy.

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What you can build

  • Onboarding — welcome a new signup, then follow up over the next days if they haven’t finished setup.
  • Trial conversion — nudge trial users as the trial-end date approaches; stop when they upgrade.
  • Win-back — re-engage contacts who went inactive.
  • Operational — receipts, renewal reminders, payment-failed dunning.
Each step can send email, WhatsApp or SMS, wait, branch on a condition, or check a goal (did the contact do the thing you wanted?).

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Build a flow

1

Choose a trigger

In Automations → New, pick what starts the flow: a new or changed contact, entering a segment, or a field crossing a threshold (e.g. trial_ends_at within 3 days).
2

Add steps

Drag in message steps (pick a template), waits, and conditions in the visual builder.
3

Set a goal

Define the outcome (e.g. “plan = paid”). Contacts who reach the goal exit the flow, and you can measure conversion against it.
4

Turn it on

Activate the automation. It runs continuously against your live data.
Describe the flow in one sentence and let Mo build the whole automation — trigger, steps and emails — then review it in the builder. See Build with Mo.

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Measure it

Each automation reports how many contacts entered, where they are, and goal conversion, per node. Your connected agent can answer questions like “how is the trial-conversion flow performing?” — see Connect your agent.
Automations rely on the fields Minimo can see. Make sure the data you trigger on (dates, plan, status) is synced — see Data sync.