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Agorix
Workflow automations

The next step should not live on your to-do list.

Build the follow-up around what people do—from workshop signup to course completion. Connect emails, access, and team handoffs in workflows you configure.

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Fewer handoffs around your program. More room for your expertise.
Workflow automations54-second film
Give your follow-through a place to run.
  1. Trigger
  2. Route
  3. Follow up
Read the video story

Ava missed it. Keep the door open. A useful replay offers another way in. One missed session · A useful replay · Another way forward.

The follow-up should not rely on memory. Replays, welcomes, and student check-ins need a clear next step behind them. Remember the replay · Welcome the buyer · Check on the student.

Agorix workflows. Follow through. Connect what people do to the emails, access, and team actions you choose. A meaningful trigger · Your conditions · A useful action.

Choose the moment. Build the response. Set a trigger, add the timing and conditions, then activate the workflow you want. Select a trigger · Set the timing · Choose the action.

Missed workshop. Replay delivered. A matching no-show event starts Ava’s configured path to a replay email. No-show trigger · Chosen delay · Replay email.

Her story changes. Your next step, too. Use purchase or course completion events to start the relevant workflow you have configured. Purchase: welcome · Completion: next step · Team task: personal support.

Give your follow-through a place to run. Start Trial. Connect meaningful moments to useful next steps. Choose the trigger · Shape the response · Activate the workflow.

Illustrative workflow. Actions run only when active and matching configured triggers and conditions. Plan and action limits apply.

Example screens and data are illustrative.

Keep the next step connected

You cannot personally remember every handoff.

As your audience grows, small gaps become routine: the replay that never went out, the buyer who stayed in the prospect audience, the student who needed a check-in. Give those moments a defined next step.

Let the next step follow what happened.
A workshop registration or no-show
A purchase or completed lesson
The action you have configured

One connected workspace.
A more thoughtful next step.

What you can build

Connect the moments you used to manage by hand.

Automations / Your workflowsAgorix
Automations / Your workflows in Agorix, with example data
Inside Agorix · Example data
The tools behind your next step.

Start with a meaningful event.

Use triggers such as webinar registration, no-show, purchase, meeting attendance, or course completion to begin the next part of the journey.

Choose the right response.

Send a message, add someone to a sequence, update tags or fields, grant course access, create a task, or notify your team.

Put the whole path in one place.

Combine conditions and actions across the platform. Configure and activate the workflow, then review how it runs and improve the experience.

One way to put it to work

A connected experience, step by step.

An illustrative journey. You configure the content, audience, timing, and active workflows for your program.

  1. Someone misses the workshop

    A no-show event starts your configured follow-up path.

  2. They receive a useful next step

    Send the replay and a relevant message, with timing and audience conditions you choose.

  3. The story changes when they buy

    Use purchase activity to shape the next communication and begin the student experience.

Built around your program. Connected from one step to the next.
Before you begin

Your questions.
Clear answers.

Do I need to configure the workflows?

Yes. Workflows run when they are active and their triggers and conditions match. You choose the actions, timing, and audience.

Can workflows reach beyond email?

Yes. Actions include course access, contact updates, tasks, notifications, event registration, and HTTP requests, depending on the action and your configuration.

Can I use learning activity as a trigger?

Course enrollment and completion participate in the workflow system. Progress and other supported learning data can also inform segments.

A simpler way to sell what you teach

Build the follow-through once. Keep improving it.

Bring your program and your current setup. See how Agorix could simplify the work around your workshops, follow-up, sales, and course delivery.

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