Create and Publish an Automation Flow

What this guide helps you do

Build, validate, test and publish one complete Wemblo automation flow.

Who should use it

Workspace owners, managers, automation users and authorized technical users responsible for AI configuration or customer workflows.

Before you begin

• Use the correct workspace and minimum required role.
• Use a business-controlled provider account where applicable.
• Understand provider billing, usage and data settings.
• Use fictional Pakistan test data.
• Define human handover before enabling automatic replies or calls.

Main concepts and fields

Step-by-step instructions

1. Open Automation Builder.
2. Create a flow and name it.
3. Choose the entry trigger.
4. Add the first response.
5. Add fields, conditions and actions.
6. Add fallback and handover.
7. Validate.
8. Test every branch.
9. Activate/publish.
10. Monitor initial executions.

Test and verification

1. Run one complete successful path.
2. Run an invalid or failure path.
3. Confirm fields, assignment and logs.
4. Confirm human handover.

Common issues and solutions