Templates
Start from a goal instead of a blank page. Each goal sets up the trigger, the messages and the steps for a common job, ready for your own words.
The five goals
Deliver something
Send a resource automatically. An opening DM with a button, then your link. Runs on comments and Story replies.
Book an appointment
Turn conversations into bookings. Offers your next three open times from Appointments. Runs on comments and Story replies.
Grow your audience
A Story automation. Replies to everyone who answers your Story with the keyword, can react to their message, and sends the link you promised.
Get more sales
Instagram to email. Asks for an email in the DM, confirms it, and sends a short email sequence that stops on a click. Runs on comments, Story replies and DM keywords.
Answer questions
Auto-answer common questions from your FAQ answers, on DMs and comments, and hand the chat to you when there’s no answer.
Use a goal
Open Automations and create one
Choose the goal that matches what you want people to get.
Choose the trigger
A post or Reel, any post, your Story, or a DM keyword, depending on the goal.
Make the words yours
Every goal starts with sample keywords, an opening DM and button labels. Replace them with your own.
Preview and switch on
The preview shows the exact DM and buttons a follower will see.
Change it later
Open the automation and choose Manage, or a step’s menu, to edit it in the builder. You can run several automations from different goals at once, up to your plan’s automation limit.