Set up a coaching automation

Prepare a flow, publish it and review enrollment.

1. 1

   Build the flow

   Open Automations and create or open a flow. Review its steps and timing.

2. 2

   Publish deliberately

   Save the draft and review the publish action. Check who the flow is intended for.

3. 3

   Review enrollment and activity

   Enroll the intended clients when ready, then use Activity to check the run's status.