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AUTOMATIONS

Marketing that runs while you sleep.

A visual flow builder wired into every part of Medal — posts, contacts, deals, email, and Pilot. Pick a trigger, add steps, ship it.

30+ triggers · Included on Business and Enterprise plans
Medal Social

Automations

12 campaigns syncing

3 live flows
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CAPABILITIES

What's inside

Visual flow builder

Drag steps onto a canvas: conditions, delays, emails, webhooks, HTTP requests, and AI actions. Every flow can be paused or edited anytime.

Start from a template or a blank canvas.

30+ event triggers

Contact created, label added, deal stage changed, post published or failed, email opened or clicked, channel connected, referral converted — events from every module.

Triggers span contacts, deals, posts, email, channels, and billing.

AI steps with Pilot

Add an AI step and Pilot drafts a reply, generates a post, or writes an email inside the flow — in your brand voice.

Pilot can be the trigger or the action.

Webhooks in and out

Inbound webhooks start flows from outside Medal; outbound steps send data to any URL — Zapier, your backend, anything with an endpoint.

Plus a REST API for everything else.
HOW IT WORKS

A closer look

RELIABLE BY DESIGN

Built to not lose events.

Flows run on an event bus with idempotent processing, retries, and a dead-letter queue — a burst of events won't double-fire your emails.

  • Idempotent event handling
  • Automatic retries with backoff
  • Failed runs land in a reviewable queue
Built to not lose events.
Idempotent event handling
Automatic retries with backoff
Failed runs land in a reviewable queue
TEMPLATES

Start from a proven flow.

Welcome sequences, lead routing, re-engagement — pick a template, adjust the steps, go live.

  • Prebuilt templates for common journeys
  • Every step editable
  • Duplicate and adapt per campaign
Start from a proven flow.
Prebuilt templates for common journeys
Every step editable
Duplicate and adapt per campaign
PLAN LIMITS

Limits that scale with you.

Business includes 50 flow runs per day; Enterprise is unlimited. Usage is visible inside your workspace.

  • Business: 50 workflows/day
  • Enterprise: unlimited
  • Run history per flow
Limits that scale with you.
Business: 50 workflows/day
Enterprise: unlimited
Run history per flow
GET STARTED IN MINUTES

Three steps to live

01

Pick a trigger

Choose from 30+ events across contacts, deals, posts, email, and channels.

02

Add steps

Conditions, delays, emails, webhooks, and AI actions — drag, connect, done.

03

Ship and watch

Turn it on. Runs, successes, and failures are all visible per flow.

USE CASES

Built for the teams that ship

FOUNDERS

Welcome every lead

Form submitted → welcome email → wait two days → Pilot drafts a personal follow-up.

Runs 24/7
SALES

Route hot deals

Deal stage changes → notify the owner → create a follow-up — no one falls through.

Event-driven
MARKETING

Re-engage quiet contacts

No email opens in 30 days → send a win-back sequence → label on click.

Fully automated
FAQ

Common questions

Which plans include automations?
Business and Enterprise. Business includes 50 flow runs per day; Enterprise is unlimited.
Can flows call external services?
Yes — webhook and HTTP request steps send data anywhere, and inbound webhooks can start flows from outside Medal.
What happens when a step fails?
Runs retry automatically with backoff. If a run keeps failing it lands in a review queue, so nothing disappears silently.
Can Pilot run inside a flow?
Yes — AI steps let Pilot draft posts, emails, or replies as part of the flow, using your brand voice.
More from Medal Social

Get started with Medal Social today.

Cancel any time. Pilot and every product included.