Automation types
Slant offers two automation approaches, each suited to different needs:Workflows
Workflows execute actions automatically when events occur in Slant. They follow if-this-then-that logic with a visual builder. Example workflows:- When a prospect converts to client, create onboarding tasks and send a welcome email
- When a tag is added to a household, enroll in a sequence
- When a meeting is scheduled, create preparation tasks
Workflows
Build event-driven automations
Sequences
Sequences send timed email campaigns to multiple recipients. They are designed for nurturing prospects and staying in touch with contacts. Example sequences:- Prospect nurturing (multiple emails over several weeks)
- Post-meeting follow-up series
- Annual review reminders
Sequences
Create email campaigns
Choosing the right automation
Use workflows when:
- Actions should happen automatically based on events
- Logic is straightforward (if X then Y)
- Consistency is critical
- No human judgment is needed
Use sequences when:
- Sending planned email series
- Nurturing prospects over time
- Follow-up is time-based
- Content is predetermined
Combining automation types
The most effective setups combine multiple automation types. Example: Prospect nurturing- Workflow triggers when a prospect is created
- Sequence enrolls the prospect in a nurturing campaign
- Workflow creates follow-up tasks after key interactions
- Workflow creates a review task 30 days before the review due date
- Workflow sends a reminder if a meeting has not been scheduled
- Sequence sends post-review follow-up emails