Process being automated
What SMS/email sequence handles
This shows the real work path the client no longer has to manage by hand.
Trigger happens
A form, call, reply, payment, visit, or data change starts the process.
Rules check it
The system reads the details and checks the rules for this business.
Action is taken
The system uses SMS/email sequence to run the correct step.
Team is updated
The right person gets a note, task, route, or record.
Follow-up continues
The next step runs the same way every time until the result is clear.