Workflows

Social media automation workflows you build on a canvas

Drag triggers, conditions and actions onto a canvas to automate the busywork across comments, chats, contacts, posts and ads. Test with a dry run, switch it on, and see every run step by step.

Highlights

35 triggers

Start a workflow from messages, comments, contacts, posts or ads, such as a new comment containing "price".

29 actions and 6 logic steps

Reply, tag, update a contact, notify a team or call an app, with conditions and branches in between.

AI steps when a rule isn't enough

Classify intent or sentiment with AI, or add an AI Agent step that can research and fill in structured fields.

12 ready-made templates

Start from comment-to-DM, after-hours replies, lead capture to Google Sheets, VIP routing and more.

Dry runs that never send anything

Test a workflow end to end without messaging a real customer, then use "Run now" when you're ready.

30 days of run history

See every run step by step, with live validation that flags problems while you build.

Workflows

Triggers, conditions and actions

A workflow starts with one of 35 triggers, from a new chat or comment to a contact change, a published post or an ad event. Add conditions to narrow it down, then chain any of 29 actions, such as a private reply with buttons, adding a tag, moving a contact's lifecycle stage or notifying your sales team. Six logic steps let you branch and combine paths.

  • Triggers for messages, comments, contacts, posts and ads
  • Private replies with buttons, within Meta's 7-day window
  • Tags, lifecycle stages and drip campaigns
  • Google Sheets and HubSpot actions
  • HTTP steps to call your own systems

Workflows

AI inside the flow

An AI classify step sorts a message into buying intent, question, complaint or other, so each path gets the right follow-up. An AI Agent step goes further: it can search the web, read Google Sheets or HubSpot and call your own MCP servers, then return structured fields. If the agent fails, the workflow can assign a person instead.

  • AI classify for intent and sentiment
  • AI Agent with web search, Sheets, HubSpot and MCP tools
  • Fallback to a person when the agent fails

Workflows

Start from a template

Twelve templates cover the most common jobs, and each opens on the canvas so you can change any step. Pick one, connect your accounts and run a dry run before you switch it on.

  • Comment-to-DM and thank story replies
  • After-hours away reply
  • FAQ bot with AI
  • Lead capture to Sheets and sync to HubSpot
  • Escalate unhappy customers and hand off on request
  • VIP routing, welcome messages and abandoned-chat follow-up

Workflows

Safe to test, easy to trust

Dry runs walk through every step without sending anything. Live validation flags a missing field before you switch a workflow on, and 30 days of run history show exactly what happened on each run. Outbound HTTP steps can't reach private networks.

Works with

Workflows: frequently asked questions

What can I automate on social media with Open Motives?

Replies to comments and DMs, comment-to-DM flows, lead capture, tagging and routing, notifications, CRM updates and follow-ups. Workflows can start from messages, comments, contacts, posts or ads.

Do I need to code to build a workflow?

No. You drag triggers, conditions and actions onto a visual canvas, or start from one of 12 templates. HTTP steps are there if you want to connect your own systems.

Can I test a workflow before it goes live?

Yes. A dry run walks through every step without sending anything to customers, and live validation flags problems while you build. After launch, 30 days of run history show each run step by step.

Can a workflow use AI?

Yes. An AI classify step can sort messages by intent or sentiment, and an AI Agent step can research a lead using web search, Google Sheets, HubSpot or your MCP servers.

How many workflows are included?

The Free plan includes 3 workflows and Pro includes 50, billed per workspace rather than per seat.

Related features

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