> ## Documentation Index
> Fetch the complete documentation index at: https://docs.minimo.it/llms.txt
> Use this file to discover all available pages before exploring further.

# Lifecycle automations

> Send onboarding, trial-conversion and win-back messages triggered by your own database.

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.

## 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?).

## Build a flow

<Steps>
  <Step title="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).
  </Step>

  <Step title="Add steps">Drag in message steps (pick a template), waits, and conditions in the visual builder.</Step>

  <Step title="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.
  </Step>

  <Step title="Turn it on">Activate the automation. It runs continuously against your live data.</Step>
</Steps>

<Tip>
  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](/product/mo).
</Tip>

## 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](/guides/connect-your-agent).

<Note>
  Automations rely on the fields Minimo can see. Make sure the data you trigger on (dates, plan, status) is synced — see
  [Data sync](/product/data-sync/supabase).
</Note>