GET STARTED · 5-MINUTE WALKTHROUGH
Create and activate your first automation.
From a new row in your Google Sheet to a live WhatsApp journey, in four stages: Trigger, Actions, Compliance, Activate.
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Steps to go live
- 01Trigger
Open Automations
Go to Automations in the sidebar and click Create Automation. Every automation you build appears here with its trigger, markets and Activate, Test and History controls.
AutomationsView Meta rates Create AutomationACTIVE3SENT (30D)351New lead welcomeActiveTrigger: New Sheet Row · Markets: 🇦🇺 · Sent: 214History Test PauseAbandoned cart · 1hActiveTrigger: Cart Abandoned · Markets: 🇦🇺 🇳🇿 · Sent: 96History Test PauseQuote follow-upActiveTrigger: New Sheet Row · Markets: 🇦🇺 · Sent: 41History Test PauseReview requestPausedTrigger: Order Shipped · Markets: 🇦🇺 · Sent: 0History Test ActivateWin-back · 90 daysDraftTrigger: New Sheet Row · Markets: 🇦🇺 · Sent: 0History Test Activate - 02Trigger
Name it and pick a trigger
Give the automation a name, tick the markets you message (for example Australia), then choose what starts it: New Sheet Row, or a Shopify event like Cart Abandoned, Order Placed, Order Paid, Order Shipped or Customer Created.
BackCreate AutomationTriggerActionsComplianceActivateSelect TriggerNew Leads Welcome Automation🇦🇺 Australia🇳🇿 New ZealandCart Abandoned● Most RevenueCheckout created, not completedOrder PlacedNew order confirmedOrder PaidPayment confirmed for an orderOrder ShippedAll items shippedCustomer CreatedNew customer registeredNew Sheet RowRow added to your spreadsheet - 03Actions
Connect your sheet and map columns
Choose the Google Sheet and tab. Point ConvoHut to the Phone column (the only required field) and optionally Name, First name, Last name and Email. Turn on Fast Edit Detection to sync edits to existing contacts within seconds.
BackCreate AutomationTriggerActionsComplianceActivateEdit Node×NODE TYPE: SHEET_TRIGGERWeb leadsSheet1Fast Edit DetectionSync phone/name/email edits to existing contacts within seconds.Phone *PhoneNameFull nameFirst Name— skip —Last Name— skip —EmailEmailCancelSave NodeWeb leads · Sheet1A B C D 1 Full name Phone Email Source 2 Priya S +61 412 000 184 priya@… Web form 3 Tom W +61 433 000 912 tom@… Facebook 4 Ana R +64 21 000 457 ana@… Web form New row detected → journey starts
- 04Actions
Add the steps
Click Add Node to build the journey: Send Message (an approved template), Wait, Wait for Reply, Condition, Notify Me and End Flow.
BackCreate AutomationTriggerActionsComplianceActivateAdd Node×WaitDelay before next actionWait for ReplyPause until the contact replies or time runs outConditionBranch based on criteriaSend MessageSend a template messageNotify MePing yourself when a contact repliesEnd FlowTerminate this branch - 05Actions
Set timings and branches
For Wait for Reply, set how long to wait in days, hours and minutes. If the contact replies, the journey follows the On Reply path. If time runs out, it follows On Timeout.
BackCreate AutomationTriggerActionsComplianceActivateEdit Node×NODE TYPE: WAIT_REPLY0days4hours0minutesOn ReplyGo to Notify Me, so your team picks it upOn TimeoutGo to Send message · lead_nudge_v1CancelSave Node - 06Actions
Review the whole flow
See the full journey on the canvas: trigger, messages, reply branches, notifications and the end of each path. Use Tidy Layout to arrange it.
BackCreate AutomationTriggerActionsComplianceActivateBuild Your FlowTidy Layout Add NodeOn ReplyOn TimeoutSHEET TRIGGERNew Sheet RowWeb leadsSEND MESSAGESend messagelead_welcome_v1WAIT FOR REPLYWait for ReplyTimeout: 4hNOTIFY MENotify MeNotify on replySEND MESSAGESend messagelead_nudge_v1WAIT FOR REPLYWait for ReplyTimeout: 1dENDEnd Flow+−⤢ - 07Compliance
Pass the compliance review
ConvoHut checks the automation against each market you selected: consent requirements, an unsubscribe option in the template, and your sender ID.
BackCreate AutomationTriggerActionsComplianceActivateCompliance Review🇦🇺 Australia● Checks passedConsent: express or inferred consent needed for commercial messages under the Spam Act 2003
Unsubscribe: required in template
Sender ID: configured
🇳🇿 New Zealand● Checks passedConsent: required under the Unsolicited Electronic Messages Act 2007
Unsubscribe: required in template
Sender ID: configured
BackContinue - 08Activate
Activate
Check the summary (name, trigger, number of nodes and markets), then click Activate Now. Or Save as Draft to finish later.
BackCreate AutomationTriggerActionsComplianceActivateReady to ActivateYour automation will process events in real time across 2 markets.
- Name
- New Leads Welcome Automation
- Trigger
- New Sheet Row
- Nodes
- 7 nodes
- Markets
- 🇦🇺 🇳🇿
BackSave as Draft Activate NowAutomation activated · watching Web leads for new rows - 09Activate
Watch it run
Open History to see every contact who entered: running, waiting, completed, paused, failed or cancelled.
BackHistory for New Leads Welcome AutomationAll (4)running (1)waiting (1)completed (2)paused (0)failed (0)cancelled (0)Ana R +64 21 000 457● waitingStarted 10:42 AM · Duration 3m›Tom W +61 433 000 912● completedStarted 9:15 AM · Duration 2h 11m›Priya S +61 412 000 184● completedStarted Yesterday · Duration 18m›Leo M +61 400 000 233● runningStarted 10:44 AM · Duration 40s›Showing 1–4 of 4 10 rows - 10Activate
See each step, in order
Open a run for the full event timeline: trigger, message sent, waiting for reply, contact replied, team notified, run completed.
BackRun detailAna R ● completedEvent timelineEntered node trigger10:42:01 AM · Trigger event: sheet_triggerMessage sent Template: lead_welcome_v110:42:03 AMWaiting for reply wait_reply10:42:03 AM · Timeout: 4hContact replied 10:47:34 AMMerchant notified notify_merchant10:47:35 AMRun completed 10:47:35 AM - 11Activate
Reply from the shared inbox
When a customer replies, the conversation lands in your inbox with their details, so your team can pick it up.
Inbox● LiveSearch conversations…AllActiveResolvedA🇳🇿 Ana RYes please, Thursday worksnowT🇦🇺 Tom WThanks! See you then12mP🇦🇺 Priya SCan I change the size?1hL🇦🇺 Leo MHi Leo, thanks for your enquiry…2hAAna RLast active now23h 58m ResolveAUTOMATION New lead welcomeHi Ana, thanks for your enquiry about a kitchen quote. When suits you for a quick call: today, or later this week?Reply STOP to opt out10:42 AM ✓✓Later this week please. Thursday morning?10:47 AMTeam notified · assigned to SamThursday 9:30 AM is booked, Ana. Sam will call you then.10:49 AM ✓✓Yes please, Thursday works 👍10:50 AMType a message…AAna R🇳🇿 New Zealand+64 21 000 457- Consent Status
- ● Opted In
- Source
- Web form
- Automation
- Lead welcome
AFTER YOU ACTIVATE
Three things to check in week one.
Read the replies
Replies show what customers actually need. Answer fast from the inbox.
Check run history
Look for failed or timed-out runs, and fix mapping or templates.
FAQ
Questions.
Can I test before going live?
Yes. Use Test on the automation, or add a row with your own number, and check the run history.
Can I pause an automation?
Yes. Paused automations stop processing new rows until you activate them again.
Do I need a developer?
No. Everything here is point-and-click. Enterprise plans include custom integrations if you need one.
What if a template isn’t approved yet?
Build the flow and Save as Draft. Activate once Meta approves the template.
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