Automated workflows

Set up automated email workflows triggered by booking events.

Workflows let you automate email communications based on events in Sailia. Instead of manually sending reminders, follow-ups, or thank-you messages, you configure triggers and let Sailia handle the rest.

How workflows work

A workflow consists of:

1. A trigger — the event that starts the workflow (for example, a booking confirmation or an activity date approaching)
2. A delay (optional) — how long to wait after the trigger before sending
3. An email — the message sent to the customer

When the trigger fires, Sailia queues the email and sends it at the configured time.

Workflow emails are tracked as workflow-email-sent events in meter usage tracking, so you can monitor how many automated emails are being sent.

Common workflow examples

Trigger	Use case
Booking confirmed	Send a welcome email with what to bring and where to meet
Activity starts soon	Send a reminder 24 or 48 hours before the activity
Activity completed	Send a thank-you email with a link to rebook or leave a review
Waiver incomplete	Remind the customer to complete their waiver before the activity

Create a workflow

1. Open the workflows section

   Navigate to your workflows dashboard and select Create Workflow.

2. Choose a trigger

   Select the event that starts the workflow.

3. Set the timing

   Choose when the email should be sent — immediately after the trigger, or after a delay (for example, 24 hours before the activity).

4. Write the email

   Compose the email content. You can use merge fields to personalize the message with the customer’s name, activity details, and booking information.

5. Activate

   Enable the workflow. It runs automatically for all future bookings that match the trigger.

Managing workflows

From the workflows dashboard, you can:

• Enable or disable a workflow without deleting it
• Edit the email content or timing
• View send history to see which customers received the email
• Monitor volume through the workflow-email-sent built-in meter

Disabling a workflow stops future emails from being sent but does not cancel emails already queued. If an email is scheduled to send in 24 hours and you disable the workflow now, that email may still be delivered.

Related guides

Waivers

Set up waivers and automate reminders for incomplete submissions.

Meter tracking

Monitor workflow email volume through built-in meters.