Automations for Deals

An automation carries out a set of steps for a deal. Use one for sales follow-ups or for another process, such as customer onboarding.

Choose an automation for a deal

When you create a deal, choose an automation or choose No automation. The same choice is available from Deals, a contact and the inbox. Boei also warns you if that contact already has a similar open deal.

The first Sales pipeline in a new account includes a sales automation, selected by default for new deals. You can change the pipeline default. Existing pipelines and deals keep their current choices.

To handle a large or personal deal yourself, choose No automation.

Set up the steps

Open your pipeline settings from Deals, then choose Automations. Choose a saved automation or create one.

Each automation has a name, a purpose and an ordered list of steps. The purpose helps the AI write useful emails. You can add waits, AI emails and actions such as changing the stage, owner or deal outcome.

The sales starter flow has these steps:

1. Wait 5 days, then send the first email about the open question or blocker.
2. Wait another 5 days, then ask whether the proposal is still relevant.
3. Wait another 7 days, then send a calm closing email.
4. Mark the deal Lost.

The last status change is a separate step. You can remove it or replace it with another action, such as moving the deal to On hold. Working days, send time and your business time zone can move the actual send date.

For each AI email, describe what it should do. It uses the earlier conversation and the customer's language. This is a closing email changes the wording. It does not change the deal status or stop the automation by itself.

Set AI instructions for the whole flow

At the bottom of the steps, use AI instructions for language, tone and limits. For example: “Only write in English or Dutch. Keep it short. Do not offer a call.” Each email step still has its own goal.

Saving changes affects deals that start this automation afterwards. Running deals keep their saved instructions. The former business-level instructions are moved here when the feature is updated. If no flow existed, they are kept in a disabled Imported sales instructions flow. Nothing is enrolled automatically.

What happens when a customer replies?

A Sales automation reviews the reply:

• Interest or a simple thank-you delays the next step.
• An agreed future date moves the next step to that date.
• A question pauses the automation until a team member answers.
• An unclear reply waits for your review.
• A clear rejection or request to stop ends the automation. This does not mark the deal Lost by itself.

A request for no more sales emails also blocks further sales follow-ups to that email address within your account, including scheduled personal follow-ups. If the contact later agrees again, open the contact, use Sales email consent in the extra-actions menu and confirm their new permission. You need permission to edit the contact. This does not restart stopped automations or remove blocks held by your email provider.

An automation of type General pauses on a reply for your review. It does not apply the sales reply rules.

A confirmed payment can mark the deal Won through your payment integration. The AI does not infer a sale from a reply.

Stop or change an automation

On the deal, choose No automation to stop future steps. Pending automatic emails are cancelled. An email already accepted for sending cannot be recalled.

Editing the saved steps affects new runs. A deal already in an automation keeps its saved version. Disabling the automation stops its active runs. Completed sequence history stays available.

Personal reminder emails to you are separate. Open Reminders in pipeline settings to go to your profile preferences.

Review what happened

The deal timeline records activity for that deal. Use AI Activities to review automatic emails, reply decisions, status changes and items needing attention across your deals.