Automation recipes

Ready-to-build flows you can recreate step by step. Each recipe lists what to prepare, the exact clicks in the editor, and why the flow is shaped the way it is. If you’d rather not click it together yourself, paste the recipe’s summary into the AI generator and review the draft — but read the recipe anyway; the reasoning (especially around the 24-hour window) applies either way.

Before you start, skim Steps once — the recipes use the step names exactly as they appear in the editor.

Recipe 1: Webinar funnel

Signup → instant confirmation → reminder 24 h before → reminder 1 h before → follow-up with replay for no-shows.

Prepare first:

• A way for signups to reach Nybero: an inbound webhook from your landing page (Integrations → Webhooks) or a WhatsApp form (Forms).
• Two approved Utility templates (see Create a template and Approval): a 24-hour reminder and a 1-hour reminder with a join link. Reminders go out long after the signup, so the 24-hour window will be closed — free-form messages won’t work there.
• One approved template for the replay message (also sent when the window is closed).

Build it:

1. Automations → + From scratch, name it Webinar Oct 14, trigger Webhook received (pick your signup webhook) — or Form submitted if you collect signups with a WhatsApp form.
2. In the top bar, set Priority to ⏰ Time-critical (always send) — reminders must never be delayed by other conversations.
3. First step — the confirmation. If signups come from your website, the contact may never have messaged you, so use Send WhatsApp template with a confirmation template; if signups come from a WhatsApp form, the window is open and a Send message works: “You’re in! 🎉 The webinar starts Oct 14 at 11:00. We’ll remind you.” Add a reply button like “Can’t wait!” — a tap opens the 24-hour window and confirms deliverability.
4. Add Add tag → webinar-oct-14.
5. Add Wait until date → Oct 13, 11:00, your timezone (that’s T-24 h).
6. Add Send WhatsApp template → your 24-hour reminder template.
7. Add Wait until date → Oct 14, 10:00 (T-1 h).
8. Add Send WhatsApp template → your 1-hour reminder with the join link. Tip: phrase it to invite a reply (“Reply YES and we’ll send the link right at the start”) — every reply opens the window for free follow-ups.
9. Add Wait until date → Oct 14, 13:00 (after the webinar ends).
10. Add Condition → Has replied (contacts who interacted are your engaged group).
    • yes branch: Send message — the window is likely open for recent repliers: “How did you like the webinar? What’s your biggest takeaway?” Then Automation ends. If replies could be older than 24 h, use a template here too.
    • no branch: Send WhatsApp template → the replay template (“Sorry we missed you — here’s the recording”), then Add tag webinar-noshow, then Automation ends.
11. Set to Active, Save, and register yourself through the real signup to test the whole chain (you can shift the Wait until date steps a few minutes into the future for the test, then set the real times).

Tip

Late signups are handled automatically: Wait until date steps whose time already passed are skipped instantly, so someone registering 30 minutes before start still gets the 1-hour-style flow from that point on.

Recipe 2: Welcome sequence for new opt-ins

Greets every new contact, follows up once, and tags non-responders for later.

Prepare first: one approved template for the first touch (new contacts often haven’t messaged you, so the window may be closed), plus your opt-in source of choice.

Build it:

1. Automations → + From scratch, name Welcome sequence, trigger Contact is created.
2. First step: Condition → 24-hour window is open. This routes contacts correctly no matter how they arrived:
   • yes (they just messaged you / opted in via WhatsApp): Send message — “Hi {{first_name}} 👋 Great to have you! What brings you here?” with 2–3 reply buttons (e.g. “Just looking”, “I have a question”).
   • no (imported or website signup): Send WhatsApp template — your approved welcome template.
3. Merge both branches into a Wait for → 1 day.
4. Add Condition → Has replied.
   • yes: Add tag engaged → Automation ends. (Optionally hand actively asking contacts to the AI agent with Hand over to AI agent instead.)
   • no: Send WhatsApp template — a gentle nudge template (“Still there? Here’s what we can do for you…”), then Add tag welcome-no-reply, then Automation ends.
5. Activate, save, and test by creating a contact with your own number.

The welcome-no-reply tag becomes a ready-made audience for a later campaign or a Tag is added follow-up automation.

Recipe 3: Keyword auto-reply — “PRICE”

Answers a price question instantly, then follows up within the same 24-hour window.

Prepare first: nothing — keyword flows run entirely inside the open window, so no template is needed.

Build it:

1. Automations → + From scratch, name Price info, trigger Inbound message keyword, mode Inbound contains the word, keyword price. Click + next to the trigger to add a second trigger for other spellings (e.g. pricing, or the German preis if you serve both languages).
2. First step: Send message — header Image (upload your pricing one-pager), body: “Hi {{first_name}}! Here’s our pricing 👇 The Starter plan is €49/mo, Pro is €99/mo. Which fits you better?” Buttons: Reply buttons → Starter, Pro, Not sure.
3. Add Wait for → 4 hours. (Well under 24 h — the window stays open, so everything below can be free-form.)
4. Add Condition → use Last answer (reply text) → is exactly → Starter, Pro, Not sure (comma-separated = any of them). Yes means the contact tapped one of your buttons. (Don’t use Has replied here — that would also be true for anyone who has ever messaged you before.)
   • yes: Add tag price-interested → Send message — “Want a quick call to get you set up? Just say when 🙂” → Automation ends.
   • no: Send message — “No rush! If any question comes up about pricing, just ask here. 🙂” → Add tag price-cold → Automation ends.
5. Activate, save, and text “what’s your price?” from your own phone.

Note

A contact runs each automation once per version. If the same person writes “price” again next month, they won’t re-enter unless you’ve edited and saved the flow since (new version). For an always-on FAQ answer, keep the flow short — or let the AI agent handle repeat questions.

Recipe 4: Lead qualification with a form

Sends a WhatsApp form, scores the answers, tags hot leads and surfaces them to your team.

Prepare first: a published WhatsApp form, e.g. “Project inquiry” with fields like budget and timeframe (Forms → Builder). Form answers are saved as custom fields on the contact — that’s what we branch on (Forms in automations).

Build it:

1. Automations → + From scratch, name Lead qualification, trigger Inbound message keyword → offer (or trigger it from your welcome flow by adding a tag and using Tag is added).
2. Send message — “Happy to put something together for you! Tap below and answer 4 quick questions 📋” (the form itself carries the button).
3. Add Send form (flow) — pick your form, keep Wait for the form to be submitted before continuing checked. The flow now pauses until the form comes back; meanwhile it owns the conversation, so no other automation interferes.
4. Add Condition — Contact field → your budget field (e.g. attributes.budget) → contains → 5000 (or whatever marks a hot lead; with a numeric field use ≥).
   • yes: Add tag hot-lead → Send message — “Perfect, this looks like a great fit. A colleague will get back to you today! 🚀” → Automation ends.
   • no: Add tag nurture → Send message — “Thanks! We’ll send you a tailored suggestion shortly.” → Automation ends.
5. Activate, save, test with your own number.

Alerting your team: there is no separate “notify team” step — you don’t need one. The whole conversation, including the form answers on the contact panel, is live in the Inbox, where your team can filter and assign. The hot-lead tag makes the segment one click away (Segments), and if you work in ActiveCampaign, add a Set ActiveCampaign tag step in the yes-branch so your AC notification automations fire.

Recipe 5: In-chat appointment booking — keyword “DEMO”

Turns a single keyword into a fully booked calendar slot, without leaving WhatsApp.

Prepare first: connect Cal.com or Google Calendar under Integrations (or have a Calendly account ready).

Build it:

1. Automations → + From scratch, name Book a demo, trigger Inbound message keyword → demo.
2. Send message — “Great choice 👍 A demo takes 20 minutes and we’ll tailor it to your use case. Let’s find a slot!”
3. Add Book appointment — Platform: Cal.com (or Google Calendar with a 20-minute duration), pick the event type, set your Timezone, keep Tag on booking as Appointment booked. Optionally rewrite the dialog texts in your brand voice. (For Calendly, use Book appointment (Calendly) instead.)
4. The step handles the rest of the dialog by itself: time-range question → real free slots as a tappable list → email collection if needed → booking + confirmation with the meeting link.
5. After the booking step, add Send message — “See you then! If anything changes, just write here.” → Automation ends.
6. Activate, save, and text “demo” from your own phone — book a real slot to see the whole experience.

Booked contacts carry the Appointment booked tag and the appointment on their contact record — ideal for a Tag is added follow-up automation (e.g. a reminder template the morning of the call, set to ⏰ Time-critical).

Note

What about re-engaging inactive contacts? Automations start from events (keyword, new contact, tag, form, webhook) — there is currently no trigger that fires because a contact has been quiet for X days. The practical pattern: build a segment of inactive contacts and send them a campaign with an approved re-engagement template; anyone who replies is back in the open window, where a keyword or welcome automation can take over.