What Is a Workflow and How Does It Work?

Every automation in Momentum follows a simple, 3-step logic. Think of it as a sentence:
"When this happens, if it's Who I want, then Do this."

TRIGGER ➝ FILTER ➝ ACTION

1. The Trigger (The "When")

The starting gun. The system watches for specific events 24/7.

Date-Based: Policy Expiration, Birthdays, X-Dates.
Status-Based: Quote becomes "Sold", Policy becomes "Active".
Action-Based: New Opportunity created in a pipeline.

2. The Filters (The "Who")

The Gatekeeper. This ensures you only message the right people.

Include (Must Have): The client MUST match this to enter.
Example: "Only Commercial Lines policies over $5,000."
Exclude (Block): Blocks the client if they match this.
Example: "Exclude anyone who already has Homeowners insurance."

3. The Touchpoints (The "What")

The actions that happen on a schedule you define (e.g., "Wait 3 Days").

Communication: Automated Email, SMS, or Phone Call Scripts.
Internal Tasks: Create Tasks for staff or Open Opportunities.
Data Updates: Automatically Add/Remove Tags or Notes.

4. Exit Conditions (The "Stop")

Safety rules that remove a client to prevent awkward messages.

Engagement: Stop immediately if the client Replies.
Status Change: Stop if the Policy Status changes to "Renewed".
Exit Action: You can set a final task (like send an email or move opportunity stage) to trigger the moment they leave.