Mango9 Automation workflow builder interface

Automation & Workflows

Mango9 AutomationBuild Workflows That Run Themselves

Design powerful, multi-step workflows with a visual builder. Trigger automated emails, SMS, push messages, tasks, and follow ups — then let Mango9 do the work while your team closes deals.

Visual Workflow Builder

Drag, Drop, and Automate Your Entire Pipeline

Start with a trigger, then stack steps like Send Email, Send Push Message, and Meta Status Report. Reorder them on a visual canvas, add conditions and delays, and watch your workflow come to life.

Trigger-based flows with a clear, step-by-step canvas

Build it yourself or let the AI Builder do it for you

Organize by category and save as a draft until ready

Add steps from a rich palette

Send EmailUpdate ContactNotify TeamSend SMSCreate TaskAdd DelayAdd to GroupAdd ConditionSend Push MessageAssign / Share Lead

Mango9 Create Workflow builder with trigger, action steps, and dynamic variables

Automation That Thinks for You

Triggers, conditions, and delays work together so every lead gets the right touch at the right time.

Event Triggers

Kick off a workflow automatically when a lead is created, a status changes, a form is submitted, and more.

Conditional Logic

Branch your flows with conditions so each lead gets the right message based on their data and behavior.

Smart Delays

Space out emails and messages to avoid spam filters and reach contacts at exactly the right moment.

AI Workflow BuilderBETA

Just Describe It — AI Builds the Workflow

Pick a ready-made template or describe your automation in plain words. The AI Workflow Builder assembles the steps for you, so you can launch flows in seconds instead of minutes.

Mango9 AI Workflow Builder with prebuilt templates and a describe-your-workflow chat input

Plain-Language Prompts

Type what you want and the AI builds the workflow for you.

Prebuilt Templates

Start from Welcome Email, Drip Sequence, Hot Lead Pipeline, and more.

Refine in Manual Builder

Switch to the visual editor anytime to fine-tune the generated flow.

Mango9 workflow chain from trigger to email, push message, and meta status report

Personalized at Scale

Chain Steps Together and Personalize Everything

Connect steps in sequence — email, then a push message, then a status report — and drop dynamic variables into any message so each contact feels like you wrote it just for them.

Click to copy. Paste into SMS, emails, notes:

Sequential, multi-channel steps with clear ordering

Lead, location, and sender variables in every message

Everything You Need to Automate

An advanced automation engine for teams and individuals — built right into Mango9.

AI Workflow Builder

Describe what you want and let AI assemble the workflow for you

Drag-and-Drop Canvas

Reorder and connect steps visually with a simple, intuitive editor

Dynamic Variables

Personalize every message with lead, location, and sender data

Multi-Channel Steps

Combine email, SMS, push, and tasks in a single automated flow

Categories & Templates

Organize workflows by category and reuse proven templates

Test Before You Launch

Validate every workflow as a draft before you activate it live

Ready to Put Your Business on Autopilot?

Build workflows that nurture leads, follow up automatically, and keep your team in the loop — all without lifting a finger.