Envisioned Flow
For Designer
Details on the pages, content that needs to be listed
Wireframe
Researched CRMs
Folk app
Freshworks

Envisioned Flow

Land on a view that shows all of their triggers

each trigger has a summary of the sequences that are running of off it
can add new triggers

They select a trigger to edit
On a trigger view they see all sequences and can add a new

Can add conditional sequences, maybe alway shave a default?
Each sequence has their actions listed, can add new actions between each step
Set the timing between each action

For Designer

Notes for design:

only want to do black and white with shades of gray. No colors
Like the design of folk - Real relationships. Winning deals.
Really want it to be as simple as possible, the simpler the better
I wan to have the actions and editing be in a narrative form. So what you’re editing is described as you’re going to edit it

Details on the pages, content that needs to be listed

Main (all triggers)

header:

Back to airtable interface link

nav

Save changes button (same position for all screens)

body:

List of all triggers

trigger icon

trigger name ie: Lead submits get started form)

trigger description: currently sends 1 email, 1 text, and a task over 3 days or by default currently sends no tasks

if has conditions triggers would sya

or if condition then it sends….

link to edit the trigger

Add a new trigger

/ai

Main → Trigger edit

header:

back to airtable interface link

nav

save changes button

body:

back to all triggers

trigger name (can be edited)

List of all sequences associated to a trigger. By default each sequence covers half the row width. If only 1 the other half contains an add sequence content. If 2 then the add sqeuence button shows next to the trigger name. If more than 2 than a slider to scroll horizontal shows. Sequence content:

sequence name (can be edited)

set conditions on when the sequence runs

delete sequence

list of actions associated to the sequence

each action in a sequence has it’s details displayed

inbetween each action is an icon to add an action between

click to edit an action in the sequence, fields that can be edited:

set delay for the action from previous action

action type: email, text, task

ai generated: only shows if email or text

action content: conditional based on the type