You can now build automations using the Ask AI feature in Instantly AI & Copilot. Just type what you want automated, and Copilot turns it into a workflow, no manual setup required.
Step 1: Create Your Automation
From the old frontend
If you're currently on the old UI, follow the steps to switch to the new frontend:
Navigate to the Automations tab from the left sidebar
Click "Add New"
Click Ask AI at the bottom
You'll be asked to switch to the new frontend
From the new frontend
Go to the Agents tab
Click 'Create New'
Click 'Create from scratch' or select a template
Step 2: Let Copilot Build the Automation
Click the Instantly AI & Copilot widget at the bottom right to describe the workflow you want
Example: When a lead replies, create a contact in HubSpot
Instead of building every step manually, Instantly AI & Copilot will create the workflow for you based on your description.
Step 3: Complete Setup
Trigger Setup
Click the trigger node to configure required fields
Select a record to test the trigger
Save & Close the trigger setup
Action Setup
Click the Action node to make sure your integration account is connected and selected. For example, to connect HubSpot, you need an active account. If you don't have one, you can create it now.
Click Continue to map the lead's data (email, name, etc.) to the correct fields when needed.
Click Continue to test that the action completes successfully.
Step 4: Add Built-in Steps
Ask AI to add a built-in step if needed.
Step 5: Activate Your Automation
Before going live:
Click Run Test in the bottom toolbar to confirm the workflow works as expected
Check Live Feed to verify everything works
You can now toggle the switch ON to activate your workflow.
