Step-by-step guide to building your first automated flow in the DebtOps flow builder.

How to create a new flow#

A flow is the automated playbook DebtOps follows when reaching out to a contact — what gets sent, in what order, on what channel, and what happens after a reply. This guide walks you through creating one from scratch.

Before you start#

• You need a user role that includes the Flow builder permission. If you can't see Flows in the sidebar, ask your admin.
• Have your contact list ready — a flow runs against contacts you've already imported.

1. Open the flow builder#

1. In the sidebar, click Flows.
2. Click New flow in the top-right corner.
3. Give the flow a clear name (e.g. 7-day overdue invoice reminder) and click Create.

You'll land in the canvas with a single Start node on the left.

2. Add your first action#

1. Click the + button on the right edge of the Start node.
2. Pick an action from the menu:
   • Send email — for written reminders.
   • Send SMS — for short text nudges.
   • Make a call — for AI voice calls.
3. The action node appears connected to Start. Click it to open the configuration panel on the right.

3. Configure the action#

Each channel has its own settings. The most important fields:

• Subject / message body — what your contact will read or hear. Use merge fields (e.g. {{contact.first_name}}) to personalise.
• Send window — restrict the action to certain hours or days (e.g. weekdays 9 AM – 5 PM).
• Wait before next step — the delay between this action and whatever follows.

When you're happy, click Save.

4. Branch on the response#

To do something different based on whether the contact replies, pays, or stays silent:

1. Click the + below the action node.
2. Choose Branch on response.
3. Set up the conditions — e.g. if the contact paid the invoice, end the flow; otherwise, wait 3 days and send another reminder.

You can nest branches as deep as you need, but keep it readable — most flows live happily within 3 levels.

5. Test it#

Before going live:

1. Click Test flow in the top bar.
2. Pick a test contact (this should be yourself or a teammate).
3. Walk through each step and confirm the messages look correct.

Check the flow summary at a glance#

• On the Flows page, each card shows the flow's description (up to three lines) so you can tell flows apart without opening them.
• Inside the builder, click the info (i) icon in the toolbar next to Save to see the flow's full description, its step count, and the channels it uses.

6. Activate the flow#

1. Click Activate in the top-right corner.
2. Choose which contacts (or contact group) the flow runs against.
3. Confirm — the flow starts on the next scheduled tick.

What's next?#

• Browse the full node reference to see every block you can drop on the canvas and when to use it.
• See how to pause or edit a live flow for safe edits to a flow that's already running.

If something isn't working as expected, contact your DebtOps account manager.