You can now build automations using the Ask AI feature in Instantly 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 Engage tab
Click 'Create New'
Select Automation
Click 'Create from scratch' or select a template
Step 2: Let Copilot Build the Automation
Click 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 Copilot will create the workflow for you based on your description.
Step 3: Complete Setup
Trigger Setup
Click the Instantly "Lead Replied" node to configure the trigger campaigns
Select a record to test the trigger
Save & Close the trigger setup
Action Setup
Click the HubSpot "Create Contact" 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 right HubSpot contact fields.
Click Continue to test that the action completes successfully in HubSpot.
Step 4: Add Built-in Steps
Ask AI to add a built-in step if needed.
HTTP Request
Push data from Instantly to external APIs.
Add Conditional Branching (If/Else Logic)
You can add logic inside your workflows. Conditional branching is the simple “if this, then that” logic inside a workflow.
If the condition matches → Action A happens next
If the condition does not match → Action B happens next
The workflow makes the decision automatically based on the data: different data → different action → fully automated. Example:
If lead has a corporate domain → send Slack alert to a specific channel
If lead uses Gmail/Hotmail → send to a different channel
The IF condition node now supports multiple conditions in one step, with AND / OR logic. That means you can check several rules at once without stacking multiple IF nodes.
Add Delay
You can set a delay before the next action runs. Set delays in minutes, hours, or days to create more precise automation sequences.
Step 5: Activate Your Automation
You can now toggle the switch ON to activate your workflow. To check execution logs in the automation, click 'View history'.
